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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
451
Concord Wealth Partners
Virginia
$39K +$45.7K +896 +807%
HFS
452
Hantz Financial Services
Michigan
$39K +$51.5K +1,010 New
TFS
453
TrustCore Financial Services
Tennessee
$38K +$3.62K +71 +8%
AIC
454
Archer Investment Corporation
Indiana
$36.8K +$27.3K +535 +130%
SIC
455
Salem Investment Counselors
North Carolina
$35K – – –
FPS
456
Fieldpoint Private Securities
Connecticut
$35K +$2.55K +50 +6%
SSB
457
Sandy Spring Bank
Maryland
$35K +$10.2K +200 +29%
WWM
458
Wolff Wiese Magana
California
$33K +$2.55K +50 +6%
ATC
459
Adirondack Trust Company
New York
$32K +$3.31K +65 +8%
BDWM
460
Brewin Dolphin Wealth Management
Ireland
$31.2K -$60.1K -1,180 -60%
AWM
461
Avior Wealth Management
Nebraska
$31K -$120K -2,348 -75%
APWA
462
Atlas Private Wealth Advisors
New Jersey
$31K +$2.9K +57 +8%
MWP
463
Meridian Wealth Partners
Pennsylvania
$31K +$18.1K +356 +77%
TIM
464
Total Investment Management
Arizona
$29K -$295K -5,785 -36%
BFC
465
Bedel Financial Consulting
Indiana
$29K +$19.2K +377 +100%
BWP
466
Baldwin Wealth Partners
Massachusetts
$29K +$38.2K +750 New
CAC
467
Certified Advisory Corp
Florida
$28K +$36.9K +723 New
PCG
468
Private Capital Group
Connecticut
$27K -$8.92K -175 -20%
MSFP
469
Mark Sheptoff Financial Planning
Connecticut
$27K +$9.73K +191 +38%
JWA
470
JFS Wealth Advisors
Pennsylvania
$27K +$10.2K +200 +40%
CAM
471
Close Asset Management
United Kingdom
$26K +$33.9K +665 New
PGAM
472
Princeton Global Asset Management
New Jersey
$25K -$56.1K -1,100 -63%
GWS
473
Glassman Wealth Services
Virginia
$24K +$24K +471 +312%
FHC
474
First Horizon Corporation
Tennessee
$23K -$30.6K -600 -50%
BWA
475
BDO Wealth Advisors
Florida
$23K +$12.8K +252 +76%
17 18
19
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