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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2351
Corbenic Partners
Pennsylvania
$77K -$20.4K -56 -20%
PPWM
2352
PFG Private Wealth Management
Florida
$77K +$80.7K +222 New
JPLA
2353
Joseph P. Lucia & Associates
New York
$72K – – –
SWA
2354
SOA Wealth Advisors
New York
$71K – – –
HWM
2355
HighMark Wealth Management
Minnesota
$70K – – –
VNA
2356
Valley National Advisers
Pennsylvania
$69K +$5.45K +15 +8%
PCH
2357
Polar Capital Holdings
United Kingdom
$67.8K -$24.9M -68,597 -26%
AWM
2358
Accel Wealth Management
Iowa
$63K -$1.09K -3 -2%
CFFP
2359
Center for Financial Planning
Michigan
$63K – – –
IF
2360
Ironwood Financial
Arizona
$62K +$8K +22 +14%
HFS
2361
HBC Financial Services
Washington
$60K +$61.8K +170 New
CBT
2362
CoreFirst Bank & Trust
Kansas
$59K – – –
MWM
2363
Mascoma Wealth Management
New Hampshire
$59K +$62.2K +171 New
DWMG
2364
DB Wealth Management Group
California
$58K – – –
RWM
2365
Raffa Wealth Management
District of Columbia
$56.3K – – –
WQ
2366
Wealth Quarterback
New Jersey
$55K +$36K +99 +187%
AWM
2367
Avondale Wealth Management
Texas
$52K – – –
CPFP
2368
Clear Perspectives Financial Planning
Ohio
$52K – – –
AFG
2369
Albion Financial Group
Utah
$50K -$21.1K -58 -29%
SWM
2370
Sugarloaf Wealth Management
Georgia
$49K – – –
AA
2371
Addison Advisors
Vermont
$48K +$2.18K +6 +5%
FAM
2372
Fred Alger Management
New York
$47K -$3.27K -9 -6%
AW
2373
Avion Wealth
Texas
$47K +$12.4K +34 +34%
CAC
2374
Core Alternative Capital
Georgia
$47K +$49.1K +135 New
FRA
2375
Front Row Advisors
California
$46K – – –
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95
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