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Name Holding Trade Value Shares
Change
Change in
Stake
CP
2051
Corbenic Partners
Pennsylvania
$43K
JPLA
2052
Joseph P. Lucia & Associates
New York
$42K +$22.3K +75 +75%
RFM
2053
Royal Fund Management
Florida
$40K +$3.57K +12 +8%
MA
2054
MCF Advisors
Kentucky
$40K +$26.8K +90 +120%
FCB
2055
First Command Bank
Texas
$39K
FCFS
2056
First Command Financial Services
Texas
$39K
LSA
2057
Lion Street Advisors
Texas
$39K +$48.2K +162 New
RWM
2058
Raffa Wealth Management
District of Columbia
$37.7K -$17.5K -59 -27%
JGIA
2059
Jackson Grant Investment Advisers
Connecticut
$37K
LAS
2060
Lloyd Advisory Services
Georgia
$36K -$3.27K -11 -7%
AWM
2061
Avondale Wealth Management
Texas
$36K
LB
2062
Legacy Bridge
Iowa
$35K -$16.1K -54 -27%
HGWM
2063
Harvest Group Wealth Management
Massachusetts
$35K
SWM
2064
Sugarloaf Wealth Management
Georgia
$34K -$36.9K -124 -47%
WCM
2065
Wealthcare Capital Management
Virginia
$32K -$10.4K -35 -21%
MFT
2066
Moisand Fitzgerald Tamayo
Florida
$32K
SIS
2067
Sound Income Strategies
Florida
$32K +$16.4K +55 +71%
MLL
2068
Moody Lynn & Lieberson
Massachusetts
$31.5K -$3.91M -13,144 -9%
CBT
2069
Central Bank & Trust
Kentucky
$30K -$55K -185 -60%
JWBC
2070
John W. Brooker & Co
California
$30K
SIC
2071
Salem Investment Counselors
North Carolina
$30K
AIM
2072
Arcadia Investment Management
Michigan
$29K
FMP
2073
Financial Management Professionals
Texas
$29K
PCFFS
2074
Pacific Center for Financial Services
California
$28K +$29.4K +99 +582%
1W
2075
1776 Wealth
Georgia
$28K +$35.1K +118 New