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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1726
Ayalon Insurance Company
Israel
$29K +$34.4K +312 New
KFI
1727
Key Financial Inc
Pennsylvania
$28K +$31.4K +284 New
EWP
1728
Engrave Wealth Partners
Texas
$27K +$11K +100 +54%
CFN
1729
Cordasco Financial Network
Florida
$26K – – –
SWM
1730
Sugarloaf Wealth Management
Georgia
$25K – – –
CB
1731
Community Bank
New York
$24K – – –
ICM
1732
Islay Capital Management
Texas
$24K – – –
LWM
1733
Liberty Wealth Management
California
$23K -$15.3K -139 -36%
SSWG
1734
Seven Springs Wealth Group
Tennessee
$23K – – –
MWP
1735
Meridian Wealth Partners
Pennsylvania
$22K +$5.63K +51 +28%
CI
1736
CX Institutional
Indiana
$21K -$20.9K -189 -47%
CCA
1737
Catalyst Capital Advisors
New York
$19K -$210K -1,900 -90%
HWM
1738
HighMark Wealth Management
Minnesota
$19K -$5.85K -53 -20%
TCM
1739
TD Capital Management
Tennessee
$19K – – –
VNA
1740
Valley National Advisers
Pennsylvania
$19K +$4.64K +42 +27%
BCM
1741
Brooktree Capital Management
Michigan
$19K +$22.1K +200 New
DI
1742
Disciplined Investments
Oklahoma
$15K +$773 +7 +5%
LSA
1743
Lion Street Advisors
Texas
$15K +$17.4K +158 New
AWM
1744
Avondale Wealth Management
Texas
$14K – – –
TF
1745
TimeScale Financial
Massachusetts
$14K – – –
WCG
1746
Weaver Consulting Group
California
$14K +$1.66K +15 +11%
DWM
1747
Darwin Wealth Management
Florida
$14K +$17.1K +155 New
PO
1748
Private Ocean
California
$13K -$2.87K -26 -16%
BC
1749
Barnett & Company
Tennessee
$13K – – –
IFAM
1750
Institutional & Family Asset Management
Colorado
$13K – – –
68 69
70
71 72