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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
2876
Boit C.F. David
$104K +$103K +325 New
NC
2877
NewSquare Capital
Pennsylvania
$94K +$94.1K +296 New
LWA
2878
Lowe Wealth Advisors
Maryland
$91K -$12.4K -39 -12%
EWM
2879
Edge Wealth Management
New York
$91K – – –
NR
2880
Newfound Research
Massachusetts
$89K -$1.27K -4 -1%
RBC
2881
Roble Belko & Company
Pennsylvania
$86K – – –
HWM
2882
HighMark Wealth Management
Minnesota
$85K -$11.1K -35 -12%
M1FG
2883
Mach-1 Financial Group
Arkansas
$82K – – –
BMD
2884
Better Money Decisions
New Mexico
$82K +$318 +1 +0.4%
RA
2885
Resolute Advisors
California
$79K – – –
TCM
2886
TD Capital Management
Tennessee
$76K – – –
AA
2887
AlphaCentric Advisors
Puerto Rico
$74K +$74.1K +233 New
BHWM
2888
Bay Harbor Wealth Management
Maryland
$72K -$3.82K -12 -5%
RDFA
2889
Ritter Daniher Financial Advisory
Ohio
$72K – – –
PG
2890
Proffitt & Goodson
Tennessee
$71K – – –
HGWM
2891
Harvest Group Wealth Management
Massachusetts
$71K +$71.2K +224 New
MAWCM
2892
Mine & Arao Wealth Creation & Management
California
$69K – – –
TC
2893
Tacita Capital
Ontario, Canada
$69K – – –
LPWM
2894
Lake Point Wealth Management
Texas
$69K +$69K +217 New
GM
2895
GeoWealth Management
Illinois
$65K -$7.32K -23 -10%
SC
2896
Skylands Capital
Wisconsin
$64K – – –
TLCM
2897
Twin Lakes Capital Management
California
$64K – – –
FI
2898
FormulaFolio Investments
Michigan
$64K +$63.3K +199 New
MFG
2899
Monumental Financial Group
Maryland
$63K -$184K -580 -75%
FBT
2900
First Bank & Trust
South Dakota
$63K – – –
114 115
116
117 118