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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1001
Wealth Quarterback
New Jersey
$23.1K +$22K +109 New
SL
1002
Savior LLC
Massachusetts
$23K +$21.8K +108 New
M
1003
MOTCO
Texas
$21K – – –
PFSC
1004
Peoples Financial Services Corp
Pennsylvania
$21K – – –
TFS
1005
TrustCore Financial Services
Tennessee
$21K – – –
FCM
1006
Firestone Capital Management
Florida
$21K +$20.2K +100 New
FCA
1007
FinTrust Capital Advisors
South Carolina
$20K -$60.3K -299 -76%
MF
1008
Manchester Financial
California
$20K +$18.7K +93 New
MWP
1009
Meridian Wealth Partners
Pennsylvania
$20K +$19.1K +95 New
KTC
1010
Kistler-Tiffany Companies
Pennsylvania
$19K +$9.27K +46 +100%
BCM
1011
Bourgeon Capital Management
Connecticut
$18K – – –
POIA
1012
Pin Oak Investment Advisors
Texas
$17K – – –
EWA
1013
Evolution Wealth Advisors
Florida
$17K +$9.47K +47 +134%
BL
1014
Balentine LLC
Georgia
$16K -$132K -654 -90%
SIAP
1015
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
HWM
1016
Howard Wealth Management
Connecticut
$15K +$15.1K +75 New
PMFA
1017
Plante Moran Financial Advisors
Michigan
$14K +$6.45K +32 +89%
CIA
1018
Cascade Investment Advisors
Oregon
$13.8K – – –
EI
1019
Ellevest Inc
New York
$13K – – –
IRC
1020
Investors Research Corp
Georgia
$13K – – –
SGAM
1021
Smith Group Asset Management
Texas
$13K – – –
FWM
1022
FSA Wealth Management
Massachusetts
$13K +$12.1K +60 New
JWA
1023
JFS Wealth Advisors
Pennsylvania
$12K – – –
SIM
1024
Sonora Investment Management
Arizona
$12K – – –
SWM
1025
Sugarloaf Wealth Management
Georgia
$12K +$11.3K +56 New
39 40
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