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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3051
Innova Wealth Partners
Pennsylvania
$282K +$33.2K +60 +14%
LWMNY
3052
Landmark Wealth Management (New York)
New York
$282K – – –
KSWA
3053
Kathleen S. Wright Associates
Pennsylvania
$282K – – –
DAS
3054
DMKC Advisory Services
Iowa
$282K +$280K +507 New
SWM
3055
Shakespeare Wealth Management
Wisconsin
$282K – – –
DAM
3056
Doheny Asset Management
California
$281K – – –
LAM
3057
Lountzis Asset Management
Pennsylvania
$281K – – –
MCI
3058
MRP Capital Investments
Georgia
$281K – – –
WMA
3059
William Mack & Associates
Michigan
$281K +$21K +38 +8%
CAS
3060
CTC Alternative Strategies
Illinois
$281K +$277K +500 New
PCWA
3061
Pacific Capital Wealth Advisors
California
$280K -$24.3K -44 -8%
GC
3062
Gibson Capital
Pennsylvania
$280K -$64.7K -117 -19%
LIA
3063
LS Investment Advisors
Michigan
$280K – – –
PWM
3064
Partners Wealth Management
California
$280K – – –
VAMG
3065
Voisard Asset Management Group
Michigan
$279K +$16.6K +30 +6%
AFAS
3066
Acorn Financial Advisory Services
Virginia
$279K -$38.2K -69 -12%
CCA
3067
Carrera Capital Advisors
Michigan
$278K -$28.2K -51 -9%
EM
3068
ELCO Management
New York
$278K – – –
NC
3069
NewSquare Capital
Pennsylvania
$278K +$94K +170 +52%
CICI
3070
Capital Investment Counsel Inc
North Carolina
$278K – – –
CNBTD
3071
Citizens National Bank Trust Department
Mississippi
$278K – – –
PGWM
3072
Pitti Group Wealth Management
New York
$276K – – –
BZWA
3073
Blue Zone Wealth Advisors
California
$276K +$3.87K +7 +1%
TBNY
3074
Trustco Bank (New York)
New York
$275K – – –
PFG
3075
Prospect Financial Group
Virginia
$275K +$7.19K +13 +3%
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