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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2076
Stuart Chaussee & Associates
California
$53.3K -$163K -2,000 -74%
DWS
2077
Dynamic Wealth Strategies
California
$53K – – –
RDFA
2078
Ritter Daniher Financial Advisory
Ohio
$52.2K -$1.79K -22 -3%
CCA
2079
Criterion Capital Advisors
Tennessee
$52K – – –
AFWM
2080
Abich Financial Wealth Management
Virginia
$50.1K – – –
BBPWM
2081
Blue Bell Private Wealth Management
Pennsylvania
$50K +$3.34K +41 +7%
OCM
2082
Orion Capital Management
California
$49.7K -$7.33K -90 -12%
FIM
2083
FWL Investment Management
Texas
$49.4K +$51.7K +635 New
RFA
2084
Register Financial Advisors
Georgia
$48.9K -$407 -5 -0.8%
AWM
2085
Abound Wealth Management
Tennessee
$48.1K -$1.71K -21 -3%
PCFFS
2086
Pacific Center for Financial Services
California
$47.6K – – –
CYG
2087
Clean Yield Group
Vermont
$47.5K – – –
FDCP
2088
Foster Dykema Cabot & Partners
Massachusetts
$46.9K -$16.6K -204 -25%
FPF
2089
First Pacific Financial
Washington
$46.9K +$5.38K +66 +12%
1IA
2090
1620 Investment Advisors
Massachusetts
$46.7K -$2.71M -33,216 -98%
TF
2091
Tompkins Financial
New York
$45.7K -$2.91M -35,724 -98%
BC
2092
Barrett & Company
Rhode Island
$45.2K -$8.14K -100 -15%
BCMLT
2093
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K -$55.4K -680 -54%
MRCM
2094
M&R Capital Management
New Jersey
$44.1K +$10.9K +134 +31%
FGA
2095
Fortis Group Advisors
New Jersey
$43.6K – – –
SAM
2096
S.A. Mason
Michigan
$43.4K +$45.4K +558 New
WWM
2097
Wolff Wiese Magana
California
$42K +$1.22K +15 +3%
FFA
2098
Fairfield Financial Advisors
Massachusetts
$41.1K +$43K +528 New
AWM
2099
Ameliora Wealth Management
Switzerland
$38.9K – – –
BI
2100
Bramshill Investments
Florida
$38.9K +$40.7K +500 New
82 83
84
85 86