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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2426
Sterling Financial Planning
New Jersey
$73K +$50.5K +200 +200%
HFM
2427
Hartford Financial Management
Connecticut
$72K +$12.1K +48 +19%
CFFP
2428
Center for Financial Planning
Michigan
$70K +$45.2K +179 +161%
BHWM
2429
Bay Harbor Wealth Management
Maryland
$67K -$104K -411 -60%
SWM
2430
Sugarloaf Wealth Management
Georgia
$67K -$758 -3 -1%
GM
2431
GeoWealth Management
Illinois
$66K -$6.82K -27 -9%
CFN
2432
Cordasco Financial Network
Florida
$65K -$5.05K -20 -7%
IFAM
2433
Institutional & Family Asset Management
Colorado
$60K +$28.5K +113 +84%
SSWG
2434
Seven Springs Wealth Group
Tennessee
$59K – – –
MWM
2435
Mascoma Wealth Management
New Hampshire
$58K +$60.1K +238 New
AS
2436
Altshuler Shaham
Israel
$57K -$3.54K -14 -6%
ONST
2437
Old North State Trust
North Carolina
$57K – – –
CWM
2438
Cranbrook Wealth Management
Michigan
$57K +$59.1K +234 New
TJHA
2439
Thomas J. Herzfeld Advisors
Florida
$51K -$9.6K -38 -15%
LF
2440
Lee Financial
Texas
$49K – – –
HR
2441
Howe & Rusling
New York
$48K -$2.52K -10 -5%
TCM
2442
TD Capital Management
Tennessee
$48K – – –
HS
2443
Horan Securities
United States
$48K +$39.6K +157 +383%
1IA
2444
1834 Investment Advisors
Wisconsin
$46K -$8.33K -33 -15%
FFA
2445
Freedman Financial Associates
Massachusetts
$46K – – –
JWA
2446
JFS Wealth Advisors
Pennsylvania
$42K +$14.9K +59 +53%
LWM
2447
Liberty Wealth Management
California
$41K – – –
DCM
2448
Disciplina Capital Management
Tennessee
$38.1K +$19.9K +79 +101%
LAS
2449
Lloyd Advisory Services
Georgia
$38K -$6.31K -25 -14%
AWM
2450
Avondale Wealth Management
Texas
$36K – – –
96 97
98
99 100