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Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2351
Capital Advisory Group Advisory Services
Minnesota
$86K +$2.54K +7 +3%
MHR
2352
Matthew Hamilton Rosenberg
$86K +$21.8K +60 +32%
HDIM
2353
Hanson & Doremus Investment Management
Vermont
$83K +$18.2K +50 +26%
FMP
2354
Financial Management Professionals
Texas
$79K -$2.18K -6 -3%
CWA
2355
Clearview Wealth Advisors
Oregon
$79K – – –
PCFFS
2356
Pacific Center for Financial Services
California
$78K – – –
RA
2357
Resolute Advisors
California
$78K – – –
CP
2358
Corbenic Partners
Pennsylvania
$77K -$20.4K -56 -20%
PPWM
2359
PFG Private Wealth Management
Florida
$77K +$80.7K +222 New
JPLA
2360
Joseph P. Lucia & Associates
New York
$72K – – –
SWA
2361
SOA Wealth Advisors
New York
$71K – – –
HWM
2362
HighMark Wealth Management
Minnesota
$70K – – –
VNA
2363
Valley National Advisers
Pennsylvania
$69K +$5.45K +15 +8%
AWM
2364
Accel Wealth Management
Iowa
$63K -$1.09K -3 -2%
CFFP
2365
Center for Financial Planning
Michigan
$63K – – –
IF
2366
Ironwood Financial
Arizona
$62K +$8K +22 +14%
HFS
2367
HBC Financial Services
Washington
$60K +$61.8K +170 New
CBT
2368
CoreFirst Bank & Trust
Kansas
$59K – – –
MWM
2369
Mascoma Wealth Management
New Hampshire
$59K +$62.2K +171 New
DWMG
2370
DB Wealth Management Group
California
$58K – – –
RWM
2371
Raffa Wealth Management
District of Columbia
$56.3K – – –
WQ
2372
Wealth Quarterback
New Jersey
$55K +$36K +99 +187%
AWM
2373
Avondale Wealth Management
Texas
$52K – – –
CPFP
2374
Clear Perspectives Financial Planning
Ohio
$52K – – –
AFG
2375
Albion Financial Group
Utah
$50K -$21.1K -58 -29%
93 94
95
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