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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
AllSquare Wealth Management
New York
$64K – – –
PCM
1227
Princeton Capital Management
New Jersey
$64K – – –
TFO
1228
Tarbox Family Office
California
$63K +$1.09K +30 +2%
CAG
1229
Csenge Advisory Group
Florida
$62K +$78.8K +2,170 New
FMP
1230
Financial Management Professionals
Texas
$61K – – –
TVWM
1231
Tower View Wealth Management
Wisconsin
$60K – – –
LFASL
1232
Lugano Financial Advisors SA (LFA)
Switzerland
$60K +$29K +800 +100%
HI
1233
Hudock Inc
Pennsylvania
$59K -$17.4K -480 -23%
ML
1234
McAdam LLC
Pennsylvania
$58K +$3.63K +100 +7%
WOC
1235
West Oak Capital
California
$56.1K -$18.1K -500 -25%
KL
1236
KWMG LLC
Kansas
$56K – – –
SAM
1237
Shamrock Asset Management
Texas
$56K +$18.1K +500 +50%
BFC
1238
Bedel Financial Consulting
Indiana
$54K +$2.54K +70 +5%
RCG
1239
Ruggie Capital Group
Florida
$52K -$72.6K -2,000 -59%
CI
1240
CX Institutional
Indiana
$48K -$7.99K -220 -15%
AFIA
1241
America First Investment Advisors
Nebraska
$48K – – –
BWP
1242
Baldwin Wealth Partners
Massachusetts
$47K -$27.2K -750 -38%
FEG
1243
Financial Enhancement Group
Indiana
$46K +$3.27K +90 +8%
ST
1244
Sageworth Trust
Pennsylvania
$46K +$45K +1,240 New
RWG
1245
Regal Wealth Group
California
$43K – – –
VEA
1246
Virtus ETF Advisers
New York
$41K – – –
AOWM
1247
Alpha Omega Wealth Management
Virginia
$39K – – –
TC
1248
Trust Company
Kansas
$39K – – –
JFA
1249
JNBA Financial Advisors
Minnesota
$39K +$38.1K +1,050 New
TIM
1250
Tortoise Investment Management
New York
$38K -$9.07K -250 -20%
48 49
50
51 52