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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
2151
Shine Investment Advisory Services
Colorado
$160K – – –
LWA
2152
Lenox Wealth Advisors
New York
$159K -$55.2K -1,026 -26%
BWA
2153
Burt Wealth Advisors
Maryland
$158K -$122K -2,265 -44%
MCM
2154
MV Capital Management
Maryland
$158K -$4.25K -79 -3%
1W
2155
1776 Wealth
Georgia
$158K +$154K +2,868 New
SAM
2156
Security Asset Management
New York
$157K – – –
BCI
2157
Brinker Capital Investments
Pennsylvania
$151K +$26.8K +499 +22%
AFIA
2158
America First Investment Advisors
Nebraska
$148K – – –
HWM
2159
Howard Wealth Management
Connecticut
$140K +$136K +2,537 New
PGAM
2160
Princeton Global Asset Management
New Jersey
$137K +$133K +2,469 New
BCM
2161
Bourgeon Capital Management
Connecticut
$136K – – –
1IA
2162
1834 Investment Advisors
Wisconsin
$136K +$10.8K +200 +9%
FP
2163
Financial Perspectives
Minnesota
$134K +$130K +2,425 New
RBC
2164
Roble Belko & Company
Pennsylvania
$133K – – –
SMG
2165
Spectrum Management Group
Indiana
$130K – – –
EWM
2166
Endurance Wealth Management
Rhode Island
$129K – – –
PO
2167
Private Ocean
California
$127K -$6.5K -121 -5%
EI
2168
Ellevest Inc
New York
$127K +$17.9K +332 +17%
WFMPM
2169
Woodley Farra Manion Portfolio Management
Indiana
$127K +$124K +2,301 New
AIM
2170
Acropolis Investment Management
Missouri
$125K +$121K +2,250 New
SLF
2171
Sun Life Financial
Ontario, Canada
$124K -$48.7K -905 -29%
LD
2172
Lipe & Dalton
New York
$122K – – –
SFG
2173
Sowa Financial Group
Rhode Island
$121K +$118K +2,192 New
ST
2174
Sageworth Trust
Pennsylvania
$117K +$32.3K +600 +39%
PAM
2175
Paradigm Asset Management
New York
$116K +$16.1K +300 +17%
85 86
87
88 89