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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Raffa Wealth Management
District of Columbia
$72.1K -$880 -11 -1%
SIS
1802
Sound Income Strategies
Florida
$67.7K +$29.2K +365 +62%
AF
1803
Affiance Financial
Minnesota
$67.7K +$76K +950 New
CWP
1804
Concord Wealth Partners
Virginia
$67.6K +$76K +949 New
SL
1805
Sonnipe Ltd
Isle Of Man
$66.5K +$74.8K +934 New
M
1806
MOTCO
Texas
$66.3K -$22K -275 -23%
SC
1807
Sawyer & Company
Massachusetts
$66K – – –
IUHSA
1808
Itau Unibanco Holding S.A.
Brazil
$65.5K +$73.3K +916 New
AWM
1809
AllSquare Wealth Management
New York
$65.3K – – –
BCM
1810
Blume Capital Management
California
$63.5K – – –
CCA
1811
Catalyst Capital Advisors
New York
$63.4K -$2.56K -32 -3%
OIA
1812
Optimum Investment Advisors
Illinois
$62.7K -$10K -125 -12%
CPG
1813
Cornerstone Planning Group
New Jersey
$62.2K +$64.8K +810 New
EE
1814
EWG Elevate
California
$60.8K +$68.3K +854 New
FCA
1815
FinTrust Capital Advisors
South Carolina
$60.2K +$7.36K +92 +12%
DAM
1816
Delta Asset Management
Tennessee
$58.9K +$66.2K +827 New
BCPWM
1817
Bradley & Co Private Wealth Management
Florida
$58.7K – – –
POIA
1818
Pin Oak Investment Advisors
Texas
$56K – – –
VNA
1819
Valley National Advisers
Pennsylvania
$56K +$480 +6 +0.8%
QL
1820
Quarry LP
New York
$55.8K +$62.7K +784 New
HDIM
1821
Hanson & Doremus Investment Management
Vermont
$53K +$6.56K +82 +12%
ECM
1822
Estabrook Capital Management
New York
$51.4K – – –
UCB
1823
United Community Bank
South Carolina
$50.9K – – –
FPB
1824
First PREMIER Bank
South Dakota
$50K – – –
TSW
1825
Thompson Siegel & Walmsley
Virginia
$49K -$362K -4,525 -87%
71 72
73
74 75