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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
3426
Carmel Capital Partners
California
$848K +$26.8K +370 +4%
AWM
3427
Alterna Wealth Management
Texas
$848K +$46.4K +640 +7%
AM
3428
Atwater Malick
Pennsylvania
$848K +$247K +3,410 +57%
TCM
3429
Tradewinds Capital Management
Washington
$847K +$194K +2,680 +40%
WFA
3430
WMG Financial Advisors
Tennessee
$845K -$123K -1,700 -15%
BAMG
3431
Brand Asset Management Group
Missouri
$845K -$47.8K -660 -7%
PD
3432
Planning Directions
Pennsylvania
$844K +$19.6K +270 +3%
AWM
3433
Aberdeen Wealth Management
Illinois
$840K +$7.25K +100 +1%
USB
3434
Union Savings Bank
Connecticut
$839K +$28.3K +390 +4%
HWMC
3435
Heritage Wealth Management (California)
California
$838K -$26.1K -360 -4%
CCAL
3436
City Center Advisors LLC
Michigan
$838K +$672K +9,270 New
PRS
3437
Pinkerton Retirement Specialists
Idaho
$837K +$312K +4,310 +87%
AWM
3438
AllSquare Wealth Management
New York
$835K +$187K +2,580 +39%
FNC
3439
First National Corp
Massachusetts
$832K – – –
ASGS
3440
Alpha Square Group S
New York
$831K +$50.7K +700 +8%
SWMP
3441
Signature Wealth Management Partners
New Jersey
$831K +$34.1K +470 +5%
CH
3442
Canton Hathaway
Rhode Island
$831K +$61.6K +850 +10%
LCM
3443
LVM Capital Management
Michigan
$829K -$188K -2,600 -22%
JA
3444
JVL Associates
Michigan
$827K +$44.2K +610 +7%
BSI
3445
Bennett Selby Investments
Maine
$827K +$663K +9,150 New
LIA
3446
LifePlan Investment Advisors
North Carolina
$823K +$15.2K +210 +2%
PFM
3447
Phillips Financial Management
Indiana
$823K +$79K +1,090 +14%
WWMSC
3448
Wagner Wealth Management (South Carolina)
South Carolina
$823K +$179K +2,470 +37%
JHP
3449
James Hambro & Partners
United Kingdom
$820K +$157K +2,160 +31%
FM
3450
Foster & Motley
Ohio
$819K +$177K +2,440 +37%
136 137
138
139 140