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Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$10K +$7.27K +223 +279%
CWM
702
Campbell Wealth Management
Virginia
$10K +$9.68K +297 New
CFN
703
Cordasco Financial Network
Florida
$10K +$9.81K +301 New
KPCM
704
Kings Point Capital Management
New York
$10K +$10K +307 New
GEA
705
Glen Eagle Advisors
New Jersey
$9.14K -$3.26K -100 -27%
EW
706
Evoke Wealth
California
$9K -$4.53K -139 -34%
LWA
707
Lenox Wealth Advisors
New York
$9K – – –
BHWM
708
Bay Harbor Wealth Management
Maryland
$9K +$8.96K +275 New
MI
709
Markston International
New York
$8K – – –
HIA
710
Harbor Investment Advisory
Maryland
$8K +$2.61K +80 +47%
EI
711
Ellevest Inc
New York
$8K +$4.17K +128 +115%
CAC
712
Certified Advisory Corp
Florida
$8K +$8.15K +250 New
GFPC
713
Global Financial Private Client
Florida
$7.08K +$7.17K +220 New
DSC
714
Duncker Streett & Co
Missouri
$7K -$4.79K -147 -42%
JFA
715
JNBA Financial Advisors
Minnesota
$7K – – –
SA
716
SRH Advisors
Kansas
$7K – – –
PW
717
Price Wealth
Texas
$7K +$6.45K +198 New
AWM
718
Apollon Wealth Management
South Carolina
$7K +$6.55K +201 New
AWM
719
AllSquare Wealth Management
New York
$7K +$6.81K +209 New
WTC
720
WhitTier Trust Company
Nevada
$6K -$12.9K -396 -70%
PWMG
721
Prestige Wealth Management Group
New Jersey
$6K +$3.29K +101 +135%
LAS
722
Lloyd Advisory Services
Georgia
$6K +$6.13K +188 New
RWM
723
Raffa Wealth Management
District of Columbia
$5.05K +$1.27K +39 +35%
GCM
724
Gables Capital Management
Florida
$5K – – –
LWM
725
Liberty Wealth Management
California
$5K – – –
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