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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2051
Permanens Capital
New York
$14K +$14.4K +307 New
LFA
2052
Legend Financial Advisors
Pennsylvania
$14K +$18.5K +396 New
HCM
2053
Hilton Capital Management
New York
$13K – – –
FFW
2054
Fusion Family Wealth
New York
$12K -$374 -8 -3%
NC
2055
NewSquare Capital
Pennsylvania
$12K – – –
RFWA
2056
RPg Family Wealth Advisory
Massachusetts
$11.4K -$46.8K -1,000 -80%
SHIM
2057
Stone House Investment Management
Pennsylvania
$10K +$10.1K +215 New
CFG
2058
CKW Financial Group
Hawaii
$9K – – –
GTAM
2059
Global Trust Asset Management
Florida
$9K – – –
IF
2060
Ironwood Financial
Arizona
$9K – – –
JWBC
2061
John W. Bristol & Co
New York
$9K – – –
RTC
2062
Riverview Trust Company
Washington
$9K +$8.79K +188 New
JIR
2063
James Investment Research
Ohio
$9K +$9.17K +196 New
TAIM
2064
TD Ameritrade Investment Management
Nebraska
$8K -$14.3K -306 -65%
AWM
2065
Avondale Wealth Management
Texas
$8K -$2.71K -58 -25%
HWM
2066
Holloway Wealth Management
Florida
$7K – – –
CFA
2067
Camarda Financial Advisors
Florida
$7K +$2.29K +49 +47%
EWM
2068
Elmwood Wealth Management
California
$6K – – –
TCCM
2069
Timber Creek Capital Management
Massachusetts
$6K – – –
HIM
2070
Hillsdale Investment Management
Ontario, Canada
$5K -$935 -20 -17%
LFASL
2071
Lugano Financial Advisors SA (LFA)
Switzerland
$5K +$5.75K +123 New
ACA
2072
Anchor Capital Advisors
Massachusetts
$4.08K -$1.01M -21,670 -20%
SFPIA
2073
Stevens First Principles Investment Advisors
California
$4K – – –
PCMK
2074
Paragon Capital Management (Kansas)
Kansas
$3K +$2.67K +57 New
BFG
2075
Beacon Financial Group
Texas
$3K -$2.96M -63,267 -50%
81 82
83
84 85