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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1251
Community Bank
New York
$48K – – –
PCP
1252
Proficio Capital Partners
Massachusetts
$47K -$13.3K -63 -18%
NSG
1253
Nalls Sherbakoff Group
Tennessee
$47K +$61.3K +290 New
AWM
1254
Aevitas Wealth Management
Massachusetts
$46K +$3.81K +18 +7%
CAC
1255
Certified Advisory Corp
Florida
$45K – – –
BWA
1256
Burt Wealth Advisors
Maryland
$45K +$29.6K +140 +102%
PMFA
1257
Plante Moran Financial Advisors
Michigan
$45K +$48.4K +229 +458%
OIA
1258
OneDigital Investment Advisors
Kansas
$44K -$234K -1,106 -80%
CA
1259
Centerpoint Advisors
Massachusetts
$44K – – –
TFO
1260
Tarbox Family Office
California
$43K -$2.12K -10 -4%
LWANC
1261
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K +$56.1K +265 New
LWA
1262
Lenox Wealth Advisors
New York
$40K -$52.9K -250 -50%
PCM
1263
Princeton Capital Management
New Jersey
$40K -$5.92K -28 -10%
GWA
1264
Guidant Wealth Advisors
Illinois
$39K -$635 -3 -1%
SBL
1265
Sargent Bickham Lagudis
Colorado
$36K -$84.6K -400 -64%
BWP
1266
Baldwin Wealth Partners
Massachusetts
$36K – – –
BWA
1267
BDO Wealth Advisors
Florida
$36K – – –
ME
1268
McIlrath & Eck
Washington
$36K +$11.6K +55 +33%
MSA
1269
Marino Stram & Associates
Massachusetts
$35K – – –
NCM
1270
Nelson Capital Management
California
$35K – – –
TC
1271
Trust Company
Kansas
$35K – – –
CI
1272
CX Institutional
Indiana
$35K +$4.23K +20 +10%
BWL
1273
Bogart Wealth LLC
Virginia
$34K – – –
SIS
1274
Sound Income Strategies
Florida
$34K +$42.3K +200 +1,667%
EFSCE
1275
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$2.75K -13 -6%
49 50
51
52 53