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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2501
Sterling Financial Planning
New Jersey
$87K – – –
BCFD
2502
Boit C.F. David
$87K +$79.2K +300 New
HFM
2503
Hartford Financial Management
Connecticut
$86K – – –
CFFP
2504
Center for Financial Planning
Michigan
$85K – – –
WP
2505
WealthShield Partners
North Carolina
$80K -$198K -751 -73%
BHWM
2506
Bay Harbor Wealth Management
Maryland
$80K -$264 -1 -0.4%
CAC
2507
Core Alternative Capital
Georgia
$78K -$74.2K -281 -51%
CFN
2508
Cordasco Financial Network
Florida
$78K – – –
RG
2509
Retirement Group
California
$76K -$368K -1,392 -84%
VRM
2510
Vectors Research Management
New York
$76K -$19.8K -75 -22%
AWM
2511
Activest Wealth Management
Florida
$75K -$29.1K -110 -30%
IFAM
2512
Institutional & Family Asset Management
Colorado
$72K – – –
TJHA
2513
Thomas J. Herzfeld Advisors
Florida
$71K +$9.24K +35 +17%
GM
2514
GeoWealth Management
Illinois
$70K -$7.66K -29 -11%
LF
2515
Lee Financial
Texas
$69K +$9.51K +36 +18%
LWM
2516
Liberty Wealth Management
California
$69K +$16.9K +64 +37%
1IA
2517
1834 Investment Advisors
Wisconsin
$67K +$10.3K +39 +20%
CWM
2518
Cranbrook Wealth Management
Michigan
$66K -$2.38K -9 -4%
HFS
2519
HBC Financial Services
Washington
$63K +$52.8K +200 +1,333%
PCA
2520
Providence Capital Advisors
North Carolina
$58K -$38.3K -145 -42%
KIG
2521
Kessler Investment Group
Indiana
$58K +$52.8K +200 New
LD
2522
Lipe & Dalton
New York
$58K +$52.8K +200 New
HR
2523
Howe & Rusling
New York
$57K -$528 -2 -1%
TCM
2524
TD Capital Management
Tennessee
$57K – – –
FFA
2525
Freedman Financial Associates
Massachusetts
$55K – – –
99 100
101
102 103