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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1726
LBA Wealth Management
Florida
$67K +$3.34K +80 +5%
AWMS
1727
Advocacy Wealth Management Services
Georgia
$66K – – –
TJHA
1728
Thomas J. Herzfeld Advisors
Florida
$65K – – –
ABA
1729
American Beacon Advisors
Texas
$63.3K +$62.2K +1,492 New
PFO
1730
Pathstone Family Office
New Jersey
$63K +$61.6K +1,478 New
WAS
1731
WESPAC Advisors SoCal
California
$59.4K – – –
ST
1732
Sageworth Trust
Pennsylvania
$56K – – –
SQA
1733
Simon Quick Advisors
New Jersey
$54K -$34.4K -824 -39%
BC
1734
Barnett & Company
Tennessee
$53K -$26.7K -640 -34%
CP
1735
Corbenic Partners
Pennsylvania
$53K – – –
KAS
1736
Kemnay Advisory Services
New York
$53K – – –
RAM
1737
Riggs Asset Management
Pennsylvania
$51K +$13.8K +330 +38%
AI
1738
ArchPoint Investors
Florida
$51K +$50.1K +1,200 New
PC
1739
Permit Capital
Pennsylvania
$50K – – –
AWM
1740
AllSquare Wealth Management
New York
$49K -$64K -1,535 -57%
CWM
1741
Cranbrook Wealth Management
Michigan
$49K – – –
IAS
1742
INR Advisory Services
Pennsylvania
$47K -$8.43K -202 -15%
NC
1743
NewSquare Capital
Pennsylvania
$41K -$786K -18,852 -95%
SHJ
1744
Sharkey, Howes & Javer
Colorado
$39K – – –
AA
1745
AlphaMark Advisors
Kentucky
$35K +$33.9K +813 New
WAM
1746
Watermark Asset Management
California
$35K +$34.5K +828 New
DPA
1747
Delphi Private Advisors
California
$34K -$21.3K -511 -39%
SIA
1748
SeaBridge Investment Advisors
New Jersey
$34K – – –
LF
1749
Lee Financial
Texas
$33K – – –
CAM
1750
Close Asset Management
United Kingdom
$28K -$216K -5,175 -89%
68 69
70
71 72