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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$27K – – –
RDFA
1302
Ritter Daniher Financial Advisory
Ohio
$24K – – –
RWM
1303
Raffa Wealth Management
District of Columbia
$23.7K – – –
HCP
1304
Hexagon Capital Partners
Arkansas
$23K -$6.32K -22 -20%
PMFA
1305
Plante Moran Financial Advisors
Michigan
$23K – – –
NC
1306
NewSquare Capital
Pennsylvania
$22K -$77K -268 -76%
WWM
1307
Wolff Wiese Magana
California
$22K -$74.4K -259 -76%
LS
1308
Leelyn Smith
Illinois
$22K – – –
MA
1309
MCF Advisors
Kentucky
$20K -$287 -1 -1%
ST
1310
Sageworth Trust
Pennsylvania
$19K -$183K -636 -90%
AWM
1311
Accel Wealth Management
Iowa
$19K -$5.74K -20 -24%
NFSG
1312
Newbridge Financial Services Group
Florida
$19K -$2.87K -10 -13%
CCM
1313
Copeland Capital Management
Pennsylvania
$19K – – –
DMKJ
1314
David M. Knott Jr
$19K – – –
JFA
1315
JNBA Financial Advisors
Minnesota
$18K – – –
SAM
1316
Strategic Asset Management
Minnesota
$18K – – –
MFT
1317
Moisand Fitzgerald Tamayo
Florida
$18K +$18.1K +63 +3,150%
DIP
1318
DT Investment Partners
Pennsylvania
$17K +$18.1K +63 New
FAM
1319
Fred Alger Management
New York
$17K +$18.1K +63 New
HGERS
1320
Householder Group Estate & Retirement Specialist
Arizona
$17K +$18.1K +63 New
MA
1321
Montag & Associates
Georgia
$16K – – –
SWM
1322
Sugarloaf Wealth Management
Georgia
$16K – – –
TCWA
1323
Ten Capital Wealth Advisors
Washington
$16K +$4.59K +16 +38%
NSIM
1324
North Star Investment Management
Illinois
$15K – – –
HWA
1325
HHM Wealth Advisors
Tennessee
$14K -$68.9K -240 -82%
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