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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1776
PDS Planning
Ohio
$228K +$212K +2,655 New
SP
1777
Successful Portfolios
Florida
$228K +$212K +2,659 New
CWM
1778
Connecticut Wealth Management
Connecticut
$227K +$211K +2,643 New
LWP
1779
Legacy Wealth Planning
Nevada
$226K -$84.9K -1,065 -29%
RHJA
1780
Rice Hall James & Associates
California
$226K +$210K +2,633 New
CNC
1781
Citizens & Northern Corp
Pennsylvania
$225K -$831K -10,419 -80%
MHR
1782
Matthew Hamilton Rosenberg
$225K +$80 +1 +0%
MCP
1783
Mirador Capital Partners
California
$222K +$207K +2,589 New
AIL
1784
AGF Investments LLC
Ontario, Canada
$220K -$1.14M -14,317 -85%
CMA
1785
Cedar Mountain Advisors
Oregon
$220K – – –
CWM
1786
Cedar Wealth Management
California
$220K – – –
LF
1787
LifeSteps Financial
California
$220K +$204K +2,563 New
TPCM
1788
Three Peaks Capital Management
Colorado
$219K +$203K +2,545 New
EWA
1789
Evolution Wealth Advisors
Florida
$218K +$19.9K +250 +11%
KFI
1790
Key Financial Inc
Pennsylvania
$218K +$202K +2,532 New
SCM
1791
Stonehearth Capital Management
Massachusetts
$218K +$203K +2,540 New
ALAM
1792
Asahi Life Asset Management
Japan
$217K -$420K -5,260 -68%
CC
1793
Centiva Capital
New York
$217K -$198K -2,477 -49%
WLPWM
1794
Walled Lake Planning & Wealth Management
Illinois
$217K +$14K +175 +7%
GIA
1795
Guyasuta Investment Advisors
Pennsylvania
$217K +$201K +2,523 New
NCM
1796
Northwest Capital Management
Oregon
$216K +$200K +2,512 New
AWM
1797
AllSquare Wealth Management
New York
$215K +$7.98K +100 +4%
TF
1798
TimeScale Financial
Massachusetts
$215K +$14.7K +184 +8%
HIC
1799
Hartline Investment Corp
Illinois
$215K +$199K +2,500 New
NA
1800
Nottingham Advisors
New York
$215K +$199K +2,501 New
70 71
72
73 74