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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1201
Lumature Wealth Partners
Georgia
$11K – – –
CHA
1202
Carmichael Hill & Associates
Maryland
$11K +$1.33K +25 +14%
HFM
1203
Harvest Fund Management
China
$10K -$20.2K -380 -66%
LWCFA
1204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K -$1.33K -25 -12%
RG
1205
Retirement Group
California
$10K -$106 -2 -1%
BWM
1206
BerganKDV Wealth Management
Minnesota
$10K – – –
RIM
1207
Rockbridge Investment Management
New York
$10K – – –
WQ
1208
Wealth Quarterback
New Jersey
$10K +$1.12K +21 +13%
AWM
1209
Activest Wealth Management
Florida
$10K +$1.86K +35 +22%
CCM
1210
Covington Capital Management
California
$10K +$9.62K +181 New
BIA
1211
Bell Investment Advisors
California
$10K +$10.3K +193 New
KPCM
1212
Kings Point Capital Management
New York
$10K +$10.4K +196 New
IF
1213
Ironwood Financial
Arizona
$9K – – –
SCA
1214
Stuart Chaussee & Associates
California
$9K – – –
CA
1215
Centerpoint Advisors
Massachusetts
$9K +$9.57K +180 New
TFM
1216
TFC Financial Management
Massachusetts
$8K – – –
RWM
1217
Raffa Wealth Management
District of Columbia
$7.06K – – –
MWC
1218
MBM Wealth Consultants
Missouri
$7K -$9.99K -188 -59%
DAM
1219
Delta Asset Management
Tennessee
$7K – – –
LWANC
1220
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
SJIM
1221
St. Johns Investment Management
Florida
$7K – – –
MFA
1222
McClarren Financial Advisors
Pennsylvania
$7K +$7.97K +150 New
RTL
1223
Red Tortoise LLC
Georgia
$7K +$11.5K +217 New
BFG
1224
Baron Financial Group
New Jersey
$6.59K – – –
SWA
1225
Sutton Wealth Advisors
Florida
$6.27K -$638 -12 -9%
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