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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
2151
MPS Loria Financial Planners
Illinois
$109K
MA
2152
MCF Advisors
Kentucky
$105K +$47.1K +145 +88%
CAM
2153
Cacti Asset Management
Georgia
$102K -$65K -200 -40%
LWM
2154
Liberty Wealth Management
California
$101K -$18.9K -58 -16%
BCM
2155
Blume Capital Management
California
$101K
HCM
2156
Highlander Capital Management
New Jersey
$101K
GSIS
2157
Global Strategic Investment Solutions
Arizona
$94K
JWM
2158
Janiczek Wealth Management
Colorado
$92K +$17.9K +55 +25%
KFS
2159
Kelly Financial Services
Massachusetts
$88.4K
ST
2160
Sageworth Trust
Pennsylvania
$85K -$3.9K -12 -5%
KIG
2161
Kessler Investment Group
Indiana
$82K
PFO
2162
Pathstone Family Office
New Jersey
$81K +$12.7K +39 +20%
CYG
2163
Clean Yield Group
Vermont
$70K
AWM
2164
AllSquare Wealth Management
New York
$68K
CAL
2165
Capital Advisors Ltd
Ohio
$68K
HWM
2166
HighMark Wealth Management
Minnesota
$68K
SIAP
2167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K
CCM
2168
Chiron Capital Management
Florida
$68K +$65K +200 New
EWA
2169
Evolution Wealth Advisors
Florida
$67K +$17.6K +54 +37%
ETC
2170
Exchange Traded Concepts
Oklahoma
$65K -$581K -1,788 -90%
SIS
2171
Sound Income Strategies
Florida
$65K +$2.93K +9 +5%
C
2172
Cerebellum
California
$64K -$223K -687 -78%
HDIM
2173
Hanson & Doremus Investment Management
Vermont
$64K
TF
2174
TimeScale Financial
Massachusetts
$64K
MHR
2175
Matthew Hamilton Rosenberg
$63K