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Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1776
Laurie J. Hall Trustee
$72K – – –
PCMC
1777
Planning Capital Management Corporation
Pennsylvania
$71.6K -$150K -915 -70%
AAG
1778
Armstrong Advisory Group
Massachusetts
$71.6K -$3.29K -20 -5%
AWM
1779
Avondale Wealth Management
Texas
$71.6K – – –
FFO
1780
Fortitude Family Office
Arizona
$71.6K +$8.22K +50 +14%
MSG
1781
Main Street Group
Virginia
$68.9K – – –
AT
1782
Avalon Trust
New Mexico
$68K – – –
RAM
1783
Ramirez Asset Management
New York
$67.1K -$61.7K -375 -50%
CCA
1784
Catalyst Capital Advisors
New York
$66.2K +$60.8K +370 New
BIA
1785
Bell Investment Advisors
California
$63.5K +$4.93K +30 +9%
CA
1786
Centerpoint Advisors
Massachusetts
$63K – – –
SC
1787
Solstein Capital
California
$62.6K – – –
VIA
1788
Virtus Investment Advisers
Connecticut
$62.6K – – –
AWM
1789
Abound Wealth Management
Tennessee
$62K +$5.75K +35 +11%
CPG
1790
Cornerstone Planning Group
New Jersey
$62K -$10.7K -65 -17%
FMP
1791
Financial Management Professionals
Texas
$60K +$23.8K +145 +76%
PWMA
1792
Pension & Wealth Management Advisors
Massachusetts
$60K +$55.1K +335 New
MCM
1793
MidAtlantic Capital Management
Virginia
$58.1K – – –
NCM
1794
Northwest Capital Management
Oregon
$58.1K – – –
AWM
1795
AllSquare Wealth Management
New York
$56.3K – – –
BC
1796
Barrett & Company
Rhode Island
$53.7K – – –
VCM
1797
Versant Capital Management
Arizona
$52.8K +$20.6K +125 +74%
GA
1798
GoalVest Advisory
New York
$51.9K – – –
VC
1799
Vestor Capital
Illinois
$48K +$44.4K +270 New
CFFP
1800
Center for Financial Planning
Michigan
$47.4K – – –
70 71
72
73 74