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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Cedar Wealth Management
California
$142K – – –
AF
1302
Allworth Financial
California
$137K -$20.4K -369 -13%
RP
1303
Rowlandmiller & Partners
Georgia
$134K – – –
PK
1304
Pflug Koory
Nebraska
$134K +$134K +2,420 New
CIA
1305
Cascade Investment Advisors
Oregon
$131K +$131K +2,368 New
ACM
1306
AUA Capital Management
Pennsylvania
$131K +$132K +2,376 New
FFW
1307
Fusion Family Wealth
New York
$123K +$118K +2,126 New
QCG
1308
Quadrant Capital Group
Ohio
$121K -$15.3K -277 -11%
BMM
1309
Buffington Mohr McNeal
Idaho
$119K – – –
RFM
1310
Royal Fund Management
Florida
$118K +$119K +2,142 New
CF
1311
CenterStar Fund
Illinois
$117K – – –
CFG
1312
CKW Financial Group
Hawaii
$115K – – –
AP
1313
Atwood & Palmer
Missouri
$112K – – –
VNA
1314
Valley National Advisers
Pennsylvania
$112K +$443 +8 +0.4%
FNB
1315
Farmers National Bank
Kentucky
$108K +$108K +1,943 New
JCM
1316
Jacobi Capital Management
Pennsylvania
$106K – – –
KPCM
1317
Kings Point Capital Management
New York
$105K -$6.37K -115 -6%
IWM
1318
IHT Wealth Management
Illinois
$101K +$101K +1,825 New
EWM
1319
Endurance Wealth Management
Rhode Island
$100K – – –
SHJ
1320
Sharkey, Howes & Javer
Colorado
$98K – – –
SFPIA
1321
Stevens First Principles Investment Advisors
California
$94K – – –
CCA
1322
Catalyst Capital Advisors
New York
$94K +$94.2K +1,700 New
HFM
1323
Harvest Fund Management
China
$92K +$91.7K +1,656 New
MIC
1324
MU Investments Company
Japan
$91K -$36K -650 -29%
RFWA
1325
RPg Family Wealth Advisory
Massachusetts
$89.7K -$4.08M -73,634 -98%
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