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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1201
Integrated Investment Consultants
Michigan
$25K – – –
CJA
1202
C-J Advisory
California
$25K +$24K +250 New
NC
1203
NewSquare Capital
Pennsylvania
$24K +$5.37K +56 +31%
WA
1204
WealthTrust-Arizona
Arizona
$23K -$38.3K -399 -64%
CP
1205
Corbenic Partners
Pennsylvania
$23K – – –
EWM
1206
Edge Wealth Management
New York
$23K – – –
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$23K +$2.21K +23 +11%
CB
1208
Community Bank
New York
$21K – – –
WAS
1209
WESPAC Advisors SoCal
California
$20.4K – – –
RWA
1210
Ropes Wealth Advisors
Massachusetts
$20K -$5.75K -60 -24%
DAM
1211
Delta Asset Management
Tennessee
$20K – – –
PFO
1212
Pathstone Family Office
New Jersey
$20K – – –
CAL
1213
Capital Advisors Ltd
Ohio
$20K +$19.2K +200 New
CFA
1214
Camarda Financial Advisors
Florida
$18K – – –
KKAMG
1215
Kernodle & Katon Asset Management Group
Arkansas
$17K – – –
DPA
1216
Delphi Private Advisors
California
$13K -$9.49K -99 -44%
ADL
1217
Asset Dedication LLC
California
$13K – – –
BBPWM
1218
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
ACS
1219
Archford Capital Strategies
Illinois
$13K +$4.7K +49 +51%
CFA
1220
CT Financial Advisors
Pennsylvania
$12.3K +$7.19K +75 +163%
WIC
1221
Woodmont Investment Counsel
Tennessee
$12K +$11.4K +119 New
SFG
1222
SevenBridge Financial Group
Pennsylvania
$11K – – –
RPG
1223
Risk Paradigm Group
Texas
$10.2K +$9.59K +100 New
VIA
1224
Vantage Investment Advisors
Pennsylvania
$10K -$959 -10 -9%
BAM
1225
Bruderman Asset Management
New York
$10K – – –
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