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Name Holding Trade Value Shares
Change 		Change in
Stake
SFPIA
1801
Stevens First Principles Investment Advisors
California
$39K – – –
DOA
1802
D'Orazio & Associates
Virginia
$38K – – –
RWM
1803
Raffa Wealth Management
District of Columbia
$37.6K – – –
PCFFS
1804
Pacific Center for Financial Services
California
$37K – – –
CFN
1805
Cordasco Financial Network
Florida
$36K -$3.22K -21 -8%
CAL
1806
Capital Advisors Ltd
Ohio
$36K – – –
FFW
1807
Fusion Family Wealth
New York
$35K – – –
DRS
1808
Deane Retirement Strategies
Louisiana
$31K – – –
SIAP
1809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$3.22K +21 +11%
MCIA
1810
Mountain Capital Investment Advisors
Colorado
$30K +$30.1K +196 New
CTB
1811
Country Trust Bank
Illinois
$26K +$8.9K +58 +53%
CJA
1812
C-J Advisory
California
$25K – – –
TWMP
1813
Taylor Wealth Management Partners
Massachusetts
$25K – – –
LWA
1814
Lowe Wealth Advisors
Maryland
$24K – – –
NCM
1815
New Capital Management
Texas
$22K – – –
IP
1816
Isthmus Partners
Wisconsin
$19K – – –
IF
1817
Ironwood Financial
Arizona
$17K – – –
CAM
1818
Cacti Asset Management
Georgia
$15K – – –
HA
1819
Harfst & Associates
Wyoming
$15K – – –
PSC
1820
Prentiss Smith & Co
Vermont
$15K – – –
WAP
1821
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
NC
1822
NewSquare Capital
Pennsylvania
$13K -$123K -800 -90%
IUHSA
1823
Itau Unibanco Holding S.A.
Brazil
$12K – – –
SCA
1824
Stuart Chaussee & Associates
California
$12K – – –
WCM
1825
Wealthcare Capital Management
Virginia
$12K – – –
71 72
73
74 75