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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1026
Advocacy Wealth Management Services
Georgia
$14K +$13.6K +83 New
SI
1027
Sentry Investments
Ontario, Canada
$12.7K +$213K +1,300 +2%
AIS
1028
Accurate Investment Solutions
Pennsylvania
$12K -$2.46K -15 -18%
BAM
1029
Bruderman Asset Management
New York
$12K +$11.6K +71 New
APSP
1030
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
VCM
1031
Vigilant Capital Management
Maine
$9K – – –
CAL
1032
Capital Analysts LLC
Pennsylvania
$8.73K +$8.19K +50 New
LCS
1033
Levin Capital Strategies
New York
$6.87K -$174K -1,060 -3%
FMP
1034
Financial Management Professionals
Texas
$6K – – –
ADL
1035
Asset Dedication LLC
California
$5K – – –
WA
1036
Winfield Associates
Ohio
$5K – – –
PFO
1037
Pathstone Family Office
New Jersey
$4K -$2.95K -18 -45%
PRS
1038
Pinkerton Retirement Specialists
Idaho
$4K -$327 -2 -8%
HCM
1039
Herndon Capital Management
Georgia
$4K – – –
LYV
1040
Live Your Vision
Pennsylvania
$4K +$4.09K +25 New
RWM
1041
Raffa Wealth Management
District of Columbia
$3.84K +$2.46K +15 +214%
EWM
1042
Endurance Wealth Management
Rhode Island
$3K – – –
MA
1043
MCF Advisors
Kentucky
$3K – – –
DSN
1044
D. Scott Neal
Kentucky
$3K +$2.62K +16 New
NYLT
1045
New York Life Trust
New York
$2K -$74.7K -456 -97%
CWM
1046
Catamount Wealth Management
Connecticut
$2K – – –
RI
1047
Redwood Investments
Massachusetts
$2K – – –
DPA
1048
Delphi Private Advisors
California
$1K -$13.4K -82 -91%
NR
1049
Newfound Research
Massachusetts
$1K – – –
SIC
1050
Salem Investment Counselors
North Carolina
$813 +$76.3K +466 New
40 41
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43 44