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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1801
Albion Financial Group
Utah
$69.6K – – –
CFS
1802
Compass Financial Services
Iowa
$68.3K +$6.87K +314 +12%
RDFA
1803
Ritter Daniher Financial Advisory
Ohio
$66.7K -$4.59K -210 -7%
BC
1804
Barrett & Company
Rhode Island
$66.3K -$1.09K -50 -2%
CMP
1805
Coston McIsaac & Partners
Maine
$66K -$678 -31 -1%
FWA
1806
Flagship Wealth Advisors
Massachusetts
$65.9K – – –
CMA
1807
Cedar Mountain Advisors
Oregon
$65.4K +$63K +2,881 New
AIM
1808
Adapt Investment Managers
Switzerland
$64.6K +$62.3K +2,845 New
RWM
1809
Rialto Wealth Management
New York
$64.5K +$919 +42 +2%
PP
1810
Pingora Partners
Wyoming
$63.2K – – –
RA
1811
Rise Advisors
New York
$61.9K +$11.5K +524 +24%
AP
1812
Aspect Partners
Virginia
$61K -$1.64K -75 -3%
BIA
1813
Bell Investment Advisors
California
$59.6K +$1.27K +58 +2%
CSPIA
1814
Cary Street Partners Investment Advisory
Virginia
$59.4K +$10.7K +491 +23%
FUBT
1815
First United Bank & Trust
Maryland
$59K -$8.75K -400 -13%
PP
1816
Pacifica Partners
Canada
$58.1K +$22 +1 +0%
NC
1817
NewSquare Capital
Pennsylvania
$57.7K +$20K +912 +32%
PW
1818
Pandora Wealth
Illinois
$57.4K +$55.3K +2,529 New
MWM
1819
Mascoma Wealth Management
New Hampshire
$57.3K – – –
MLA
1820
MB, Levis & Associates
Pennsylvania
$57K – – –
CIA
1821
Cape Investment Advisory
Georgia
$56.8K -$15.7K -716 -22%
MCA
1822
Maryland Capital Advisors
Maryland
$56.8K – – –
KWM
1823
Kiker Wealth Management
Georgia
$56.6K +$54.6K +2,493 New
CAM
1824
Costello Asset Management
Pennsylvania
$56.3K +$52.1K +2,379 +2,355%
PGAM
1825
Princeton Global Asset Management
New Jersey
$56.1K -$20.7K -946 -28%
71 72
73
74 75