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