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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1201
Edge Advisors
Georgia
$93K +$40.9K +565 +80%
WAS
1202
Winch Advisory Services
Wisconsin
$92K – – –
PWM
1203
Perigon Wealth Management
California
$88K -$995K -13,758 -92%
CHC
1204
City Holding Co
West Virginia
$86K – – –
JFA
1205
JNBA Financial Advisors
Minnesota
$86K – – –
PFBT
1206
Parkside Financial Bank & Trust
Missouri
$86K +$36.1K +499 +74%
HFP
1207
Holistic Financial Partners
Indiana
$85K +$83.9K +1,160 New
PMFA
1208
Plante Moran Financial Advisors
Michigan
$83K +$36.9K +510 +82%
RFS
1209
Rockefeller Financial Services
New York
$81K – – –
KA
1210
Kaizen Advisory
Illinois
$80K +$78.3K +1,083 New
NC
1211
NewSquare Capital
Pennsylvania
$79K +$70.3K +972 +1,023%
AC
1212
Avestar Capital
New York
$78K +$91.8K +1,269 New
LWM
1213
Lenox Wealth Management
Ohio
$77K -$23.2K -321 -23%
CPA
1214
Cowen Prime Advisors
New York
$76K – – –
BDS
1215
Banco de Sabadell
Florida
$75K +$73.8K +1,020 New
PCC
1216
Park Circle Company
Maryland
$74K – – –
OIA
1217
OneDigital Investment Advisors
Kansas
$73K – – –
RFM
1218
Royal Fund Management
Florida
$73K – – –
PHK
1219
Point72 Hong Kong
Hong Kong
$70K -$350K -4,843 -84%
SPI
1220
Santori & Peters Inc
Pennsylvania
$69K +$66.9K +925 New
GRP
1221
Global Retirement Partners
California
$66K +$4.92K +68 +8%
BWM
1222
Baystate Wealth Management
Massachusetts
$65K – – –
CB
1223
Community Bank
New York
$63K +$51.8K +717 +512%
PK
1224
Pflug Koory
Nebraska
$62K – – –
WWMSC
1225
Wagner Wealth Management (South Carolina)
South Carolina
$61K +$55K +761 New
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