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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2226
Bay Harbor Wealth Management
Maryland
$75K -$1.47K -8 -2%
AWM
2227
Avondale Wealth Management
Texas
$75K +$7.34K +40 +11%
FGAM
2228
Financial Gravity Asset Management
Texas
$73K +$68.8K +375 New
PO
2229
Private Ocean
California
$65K +$24K +131 +63%
NC
2230
NewSquare Capital
Pennsylvania
$64K – – –
SIAS
2231
Shine Investment Advisory Services
Colorado
$64K +$48.4K +264 +394%
SL
2232
Salomon & Ludwin
Virginia
$60K – – –
APSP
2233
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$550 +3 +1%
CMO
2234
Covenant Multifamily Offices
Texas
$60K +$57.8K +315 New
RBC
2235
Roble Belko & Company
Pennsylvania
$59K – – –
SWP
2236
Strategic Wealth Partners
Ohio
$59K +$4.22K +23 +8%
SIS
2237
Sound Income Strategies
Florida
$58K -$95.8K -522 -64%
BCM
2238
Blume Capital Management
California
$58K – – –
IF
2239
Ironwood Financial
Arizona
$58K +$3.3K +18 +6%
FPB
2240
First PREMIER Bank
South Dakota
$57K – – –
LWA
2241
Lowe Wealth Advisors
Maryland
$56K – – –
DOA
2242
D'Orazio & Associates
Virginia
$56K +$7.7K +42 +17%
RFWA
2243
RPg Family Wealth Advisory
Massachusetts
$55.1K – – –
MAM
2244
Magellan Asset Management
Australia
$55K – – –
SHIM
2245
Stone House Investment Management
Pennsylvania
$53K +$50.8K +277 New
FFW
2246
Fusion Family Wealth
New York
$49K -$27.1K -148 -37%
ARMC
2247
American Research & Management Company
Massachusetts
$47K -$5.5K -30 -11%
GWA
2248
Guidant Wealth Advisors
Illinois
$47K +$2.57K +14 +6%
BCA
2249
Bray Capital Advisors
Florida
$47K +$7.89K +43 +22%
MUS
2250
Mitsubishi UFJ Securities
Japan
$46K -$53.2K -290 -55%
88 89
90
91 92