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Name Holding Trade Value Shares
Change 		Change in
Stake
NR
2201
Newfound Research
Massachusetts
$34K +$32.5K +100 New
GEA
2202
Glen Eagle Advisors
New Jersey
$33.8K -$325 -1 -1%
PFS
2203
Prospera Financial Services
Texas
$32K -$4.88M -15,021 -99%
CFFP
2204
Center for Financial Planning
Michigan
$30K – – –
CWA
2205
Carolina Wealth Advisors
South Carolina
$30K +$29.3K +90 New
IRC
2206
Investors Research Corp
Georgia
$29K – – –
BWA
2207
Burt Wealth Advisors
Maryland
$29K +$3.25K +10 +13%
LFG
2208
LifePlan Financial Group
Ohio
$26K – – –
IF
2209
Ironwood Financial
Arizona
$26K +$4.88K +15 +25%
JWM
2210
Jeppson Wealth Management
California
$25K +$24.4K +75 New
AWM
2211
Adams Wealth Management
Utah
$24K +$23.4K +72 New
BFG
2212
Baron Financial Group
New Jersey
$23.7K +$22.8K +70 New
MAM
2213
Marquette Asset Management
Minnesota
$23K – – –
TIM
2214
Tortoise Investment Management
New York
$23K – – –
EWM
2215
Endurance Wealth Management
Rhode Island
$22K – – –
TAIM
2216
TD Ameritrade Investment Management
Nebraska
$22K +$975 +3 +5%
O
2217
Ossiam
France
$18K -$212K -652 -92%
BC
2218
Barnett & Company
Tennessee
$18K – – –
CFN
2219
Cordasco Financial Network
Florida
$18K – – –
HFS
2220
HBC Financial Services
Washington
$17K -$32.5K -100 -67%
APW
2221
Acima Private Wealth
Virginia
$17K -$13.3K -41 -45%
LWA
2222
Lowe Wealth Advisors
Maryland
$17K – – –
TJHA
2223
Thomas J. Herzfeld Advisors
Florida
$17K – – –
FWM
2224
Focused Wealth Management
New York
$17K +$8.13K +25 +104%
PGAM
2225
Princeton Global Asset Management
New Jersey
$15K -$165K -506 -92%
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