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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2351
GeoWealth Management
Illinois
$70K +$61.7K +298 New
CFN
2352
Cordasco Financial Network
Florida
$67K – – –
SWM
2353
Sugarloaf Wealth Management
Georgia
$65K +$2.49K +12 +5%
HDIM
2354
Hanson & Doremus Investment Management
Vermont
$64K +$41.4K +200 +267%
OIA
2355
Optimum Investment Advisors
Illinois
$63K +$10.4K +50 +23%
SFPG
2356
Stonebridge Financial Planning Group
Florida
$62K – – –
LWA
2357
Lowe Wealth Advisors
Maryland
$60K +$52.8K +255 New
WFA
2358
Wells Financial Advisors
Massachusetts
$59K +$51.8K +250 New
TJHA
2359
Thomas J. Herzfeld Advisors
Florida
$58K -$22.4K -108 -31%
AS
2360
Altshuler Shaham
Israel
$58K -$7.25K -35 -12%
MWP
2361
Meridian Wealth Partners
Pennsylvania
$58K – – –
HFM
2362
Hartford Financial Management
Connecticut
$58K +$12.4K +60 +32%
SSWG
2363
Seven Springs Wealth Group
Tennessee
$57K – – –
ONST
2364
Old North State Trust
North Carolina
$55K -$58.6K -283 -55%
VNA
2365
Valley National Advisers
Pennsylvania
$54K -$3.31K -16 -6%
CWP
2366
Concord Wealth Partners
Virginia
$53K +$46.6K +225 New
1IA
2367
1834 Investment Advisors
Wisconsin
$52K +$4.97K +24 +12%
HR
2368
Howe & Rusling
New York
$48K +$20.9K +101 +96%
LF
2369
Lee Financial
Texas
$47K – – –
BFG
2370
Baron Financial Group
New Jersey
$46.8K -$6.22K -30 -13%
TCM
2371
TD Capital Management
Tennessee
$46K – – –
BWA
2372
BDO Wealth Advisors
Florida
$45K -$54.5K -263 -58%
FFA
2373
Freedman Financial Associates
Massachusetts
$44K +$39K +188 New
LAS
2374
Lloyd Advisory Services
Georgia
$42K – – –
LWM
2375
Liberty Wealth Management
California
$41K -$4.77K -23 -12%
93 94
95
96 97