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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
2701
Cedar Mountain Advisors
Oregon
$74K +$10K +48 +17%
BAM
2702
Bellevue Asset Management
Washington
$73K – – –
LWA
2703
Lowe Wealth Advisors
Maryland
$71K – – –
HWM
2704
HighMark Wealth Management
Minnesota
$69K – – –
PG
2705
Proffitt & Goodson
Tennessee
$69K +$63.1K +302 New
NC
2706
NewSquare Capital
Pennsylvania
$68K -$314K -1,506 -83%
AFS
2707
Aft Forsyth & Sober
Florida
$68K +$62.6K +300 New
FRA
2708
Front Row Advisors
California
$67K -$2.3K -11 -4%
FWM
2709
Filbrandt Wealth Management
Wisconsin
$65K +$56.6K +271 +1,807%
CM
2710
Caption Management
Oklahoma
$61K – – –
CFG
2711
CKW Financial Group
Hawaii
$59K -$303K -1,450 -85%
LAS
2712
Lloyd Advisory Services
Georgia
$59K -$8.35K -40 -13%
IF
2713
Ironwood Financial
Arizona
$59K – – –
BWA
2714
Burt Wealth Advisors
Maryland
$59K +$1.25K +6 +2%
FWM
2715
FSA Wealth Management
Massachusetts
$59K +$9.39K +45 +21%
CFFP
2716
Center for Financial Planning
Michigan
$58K +$13.6K +65 +34%
HWA
2717
HHM Wealth Advisors
Tennessee
$55K – – –
JGIA
2718
Jackson Grant Investment Advisers
Connecticut
$54K – – –
SWM
2719
Sugarloaf Wealth Management
Georgia
$50K – – –
RIA
2720
RPG Investment Advisory
California
$49K -$8.35K -40 -16%
DOA
2721
D'Orazio & Associates
Virginia
$48K – – –
PFSC
2722
Peoples Financial Services Corp
Pennsylvania
$48K – – –
VAIA
2723
Virtus Alternative Investment Advisers
Connecticut
$47K +$43K +206 New
SFG
2724
Sowa Financial Group
Rhode Island
$46K – – –
WC
2725
Wexford Capital
Florida
$45K -$250K -1,196 -86%
107 108
109
110 111