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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
5001
Kelly Lawrence W & Associates
California
$56.3K – – –
TJHA
5002
Thomas J. Herzfeld Advisors
Florida
$56.3K – – –
FF
5003
Frankly Finances
Florida
$56.3K +$61.1K +100 New
GWM
5004
Gilpin Wealth Management
Colorado
$54.6K -$1.22K -2 -2%
MAFA
5005
MJT & Associates Financial Advisory
Minnesota
$53K +$5.5K +9 +10%
BCWM
5006
Ball & Co Wealth Management
Tennessee
$50K -$4.28K -7 -7%
NL
5007
NorthAvenue LLC
Ohio
$48.4K +$6.73K +11 +15%
PCA
5008
PMV Capital Advisers
Texas
$47.9K +$7.34K +12 +16%
NAMP
5009
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$47.6K +$48.9K +80 New
MTI
5010
Merrithew & Thorsten Inc
California
$44K – – –
1GI
5011
180 GPS Investments
$43.9K +$47.7K +78 New
CYG
5012
Clean Yield Group
Vermont
$43.4K – – –
CF
5013
Conquis Financial
California
$43.4K – – –
MBFW
5014
Morton Brown Family Wealth
Pennsylvania
$42.8K -$11.6K -19 -20%
AIM
5015
Access Investment Management
Georgia
$42.2K – – –
PP
5016
PFS Partners
New Jersey
$41.2K -$6.12K -10 -12%
PIP
5017
Philadelphia Investment Partners
New Jersey
$40.1K +$6.12K +10 +16%
B
5018
Bayban
Minnesota
$39.4K – – –
GF
5019
GGM Financials
Ohio
$38.9K – – –
HAP
5020
Harbor Asset Planning
Massachusetts
$38.9K +$39.1K +64 +1,280%
WA
5021
Whipplewood Advisors
Colorado
$37.2K -$290K -475 -88%
FDCP
5022
Foster Dykema Cabot & Partners
Massachusetts
$37.2K – – –
PP
5023
Paladin Partners
Wisconsin
$36.1K -$972K -1,590 -96%
GSEP
5024
Golden State Equity Partners
California
$36K -$9.74M -15,923 -100%
SF
5025
Schuylkill Financial
Pennsylvania
$35.5K +$38.5K +63 New
199 200
201
202 203