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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2326
Sageworth Trust
Pennsylvania
$89K – – –
LGA
2327
Lebenthal Global Advisors
New York
$87K +$81.5K +245 New
EWA
2328
Evolution Wealth Advisors
Florida
$85K +$13.3K +40 +20%
CWA
2329
Clearview Wealth Advisors
Oregon
$84K +$78.2K +235 New
SIC
2330
Salem Investment Counselors
North Carolina
$81K +$21.6K +65 +40%
PCFFS
2331
Pacific Center for Financial Services
California
$79K +$35.3K +106 +91%
SIS
2332
Sound Income Strategies
Florida
$75K +$5.99K +18 +9%
JPLA
2333
Joseph P. Lucia & Associates
New York
$74K +$69.2K +208 New
AWM
2334
AllSquare Wealth Management
New York
$72K – – –
SIAP
2335
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K – – –
GCM
2336
Gladius Capital Management
Illinois
$72K +$66.5K +200 New
CAL
2337
Capital Advisors Ltd
Ohio
$71K – – –
HWM
2338
HighMark Wealth Management
Minnesota
$71K – – –
BII
2339
Bainco International Investors
Massachusetts
$68K +$62.9K +189 New
HDIM
2340
Hanson & Doremus Investment Management
Vermont
$67K – – –
FMP
2341
Financial Management Professionals
Texas
$67K +$3.99K +12 +7%
CAGAS
2342
Capital Advisory Group Advisory Services
Minnesota
$67K +$11K +33 +21%
MHR
2343
Matthew Hamilton Rosenberg
$66K – – –
TF
2344
TimeScale Financial
Massachusetts
$66K – – –
HGWM
2345
Harvest Group Wealth Management
Massachusetts
$66K +$13K +39 +27%
AFG
2346
Albion Financial Group
Utah
$65K +$60.9K +183 New
CP
2347
Corbenic Partners
Pennsylvania
$64K – – –
BHWM
2348
Bay Harbor Wealth Management
Maryland
$63K +$6.99K +21 +13%
DWMG
2349
DB Wealth Management Group
California
$60K +$55.6K +167 New
GLLW
2350
Graves Light Lenhart Wealth
Virginia
$60K +$56.2K +169 New
92 93
94
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