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Name Holding Trade Value Shares
Change 		Change in
Stake
NR
2126
Newfound Research
Massachusetts
$75K +$163 +1 +0.2%
MRCM
2127
M&R Capital Management
New Jersey
$73K – – –
SIS
2128
Sound Income Strategies
Florida
$73K +$77.3K +474 +1,481%
HWM
2129
Holloway Wealth Management
Florida
$70K – – –
FCMT
2130
Founders Capital Management (Texas)
Texas
$69K – – –
HWMA
2131
Heritage Wealth Management (Arizona)
Arizona
$69K – – –
PCFFS
2132
Pacific Center for Financial Services
California
$67K – – –
KIG
2133
Kowal Investment Group
Wisconsin
$67K +$75K +460 New
CH
2134
Canton Hathaway
Rhode Island
$67K +$75.5K +463 New
LWA
2135
Lenox Wealth Advisors
New York
$66K -$4.08K -25 -5%
AP
2136
Atwood & Palmer
Missouri
$66K – – –
SWM
2137
Sugarloaf Wealth Management
Georgia
$64K +$163 +1 +0.2%
RTL
2138
Red Tortoise LLC
Georgia
$64K +$126K +771 New
CMBA
2139
C.M. Bidwell & Associates
Hawaii
$63K +$66.7K +409 +1,636%
PA
2140
PSI Advisors
Florida
$61K +$68.5K +420 New
CDIA
2141
Capital Directions Investment Advisors
Georgia
$60K – – –
FFA
2142
Freedman Financial Associates
Massachusetts
$60K +$9.95K +61 +17%
CA
2143
Centerpoint Advisors
Massachusetts
$58K -$20.4K -125 -24%
FCAS
2144
First Command Advisory Services
Texas
$58K +$65.2K +400 New
EL
2145
EMFO LLC
Florida
$56K – – –
CCM
2146
Cribstone Capital Management
Maine
$55K +$13K +80 +27%
BIA
2147
Bell Investment Advisors
California
$55K +$61.6K +378 New
MFT
2148
Moisand Fitzgerald Tamayo
Florida
$53K -$8.15K -50 -12%
CHA
2149
Carmichael Hill & Associates
Maryland
$53K +$489 +3 +0.8%
BCM
2150
Bourgeon Capital Management
Connecticut
$51K – – –
84 85
86
87 88