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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2376
Sound Income Strategies
Florida
$74.8K – – –
CI
2377
Cavalier Investments
Georgia
$74K -$1.14M -3,279 -94%
JPLA
2378
Joseph P. Lucia & Associates
New York
$74K -$349 -1 -0.5%
AWM
2379
AllSquare Wealth Management
New York
$74K +$2.79K +8 +4%
CAL
2380
Capital Advisors Ltd
Ohio
$71K – – –
HWM
2381
HighMark Wealth Management
Minnesota
$71K – – –
FMP
2382
Financial Management Professionals
Texas
$71K +$4.19K +12 +6%
AWC
2383
Abundance Wealth Counselors
Pennsylvania
$71K +$69.8K +200 New
PP
2384
Pacifica Partners
Canada
$66K -$55.8K -160 -47%
MHR
2385
Matthew Hamilton Rosenberg
$66K – – –
MWM
2386
Mascoma Wealth Management
New Hampshire
$66K +$64.5K +185 New
RWM
2387
Raffa Wealth Management
District of Columbia
$62.3K +$6.98K +20 +13%
CBT
2388
CoreFirst Bank & Trust
Kansas
$61K +$34.9K +100 +143%
MGIM
2389
M&G Investment Management
United Kingdom
$59.8K +$2.42M +6,922 +4%
DWMG
2390
DB Wealth Management Group
California
$59K – – –
GM
2391
GeoWealth Management
Illinois
$59K +$4.54K +13 +8%
BHWM
2392
Bay Harbor Wealth Management
Maryland
$58K -$5.23K -15 -8%
VNA
2393
Valley National Advisers
Pennsylvania
$58K +$16.4K +47 +41%
RA
2394
Resolute Advisors
California
$57K +$78.5K +225 New
SWA
2395
SOA Wealth Advisors
New York
$56K -$4.19K -12 -7%
IF
2396
Ironwood Financial
Arizona
$56K +$31.8K +91 +138%
AWM
2397
Avondale Wealth Management
Texas
$53K – – –
CPFP
2398
Clear Perspectives Financial Planning
Ohio
$53K – – –
BDWM
2399
Brewin Dolphin Wealth Management
Ireland
$52.3K +$51.3K +147 New
FAM
2400
Fred Alger Management
New York
$51K -$3.32M -9,509 -99%
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