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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1226
Prestige Wealth Management Group
New Jersey
$23K -$21.3K -73 -48%
LS
1227
Leelyn Smith
Illinois
$23K – – –
LWM
1228
Liberty Wealth Management
California
$23K +$16.3K +56 +233%
MCM
1229
MV Capital Management
Maryland
$23K +$20.1K +69 +575%
EWA
1230
Evolution Wealth Advisors
Florida
$22K -$10.2K -35 -32%
PA
1231
Perennial Advisors
New York
$22K +$21.9K +75 New
PWA
1232
Phoenix Wealth Advisors
North Carolina
$20K – – –
JFA
1233
JNBA Financial Advisors
Minnesota
$19K – – –
SIM
1234
Sonora Investment Management
Arizona
$19K +$3.5K +12 +22%
APWA
1235
Atlas Private Wealth Advisors
New Jersey
$19K +$6.12K +21 +47%
CIA
1236
Cascade Investment Advisors
Oregon
$18.8K – – –
BCM
1237
Bourgeon Capital Management
Connecticut
$18K – – –
SIS
1238
Sound Income Strategies
Florida
$18K – – –
AWA
1239
Arkadios Wealth Advisors
Georgia
$18K +$9.62K +33 +106%
MA
1240
Montag & Associates
Georgia
$17K -$15.2K -52 -46%
FCA
1241
FinTrust Capital Advisors
South Carolina
$17K -$3.79K -13 -18%
CCM
1242
Copeland Capital Management
Pennsylvania
$17K – – –
GAM
1243
Gemmer Asset Management
California
$17K – – –
SWM
1244
Sugarloaf Wealth Management
Georgia
$17K +$292 +1 +2%
HCP
1245
Hexagon Capital Partners
Arkansas
$16K – – –
JWA
1246
JFS Wealth Advisors
Pennsylvania
$16K – – –
IFAM
1247
Institutional & Family Asset Management
Colorado
$15K – – –
RIM
1248
Rockbridge Investment Management
New York
$15K +$4.96K +17 +49%
MFM
1249
MD Financial Management
Ontario, Canada
$14K -$1.7M -5,820 -99%
SL
1250
Savior LLC
Massachusetts
$14K – – –
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