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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2101
Financial Management Professionals
Texas
$56K +$286 +3 +0.6%
SAM
2102
S.A. Mason
Michigan
$55K +$95 +1 +0.2%
RA
2103
Reby Advisors
Connecticut
$54K +$48.1K +504 New
LGA
2104
Lebenthal Global Advisors
New York
$54K +$48.6K +509 New
AWM
2105
Atticus Wealth Management
Florida
$53K -$191 -2 -0.4%
AI
2106
ArchPoint Investors
Florida
$53K – – –
GFPC
2107
Global Financial Private Client
Florida
$51.8K +$1.34K +14 +3%
FCM
2108
Firestone Capital Management
Florida
$50K +$95 +1 +0.2%
TFM
2109
TFC Financial Management
Massachusetts
$50K +$28.4K +297 +179%
HR
2110
Howe & Rusling
New York
$49K +$10K +105 +30%
FWM
2111
FSA Wealth Management
Massachusetts
$49K +$43.9K +460 New
GG
2112
Gleason Group
Kentucky
$47K +$191 +2 +0.5%
LWA
2113
Lenox Wealth Advisors
New York
$47K +$668 +7 +2%
RIM
2114
Rockbridge Investment Management
New York
$46K +$16.6K +174 +68%
RDFA
2115
Ritter Daniher Financial Advisory
Ohio
$46K +$41.2K +431 New
KFS
2116
Kelly Financial Services
Massachusetts
$44.7K -$2.67K -28 -6%
CPFP
2117
Clear Perspectives Financial Planning
Ohio
$44K +$39.5K +414 New
KLWA
2118
Kelly Lawrence W & Associates
California
$43K – – –
SA
2119
SRH Advisors
Kansas
$43K – – –
VRM
2120
Vectors Research Management
New York
$43K – – –
FFA
2121
Freedman Financial Associates
Massachusetts
$43K +$38.2K +400 New
PWA
2122
Phoenix Wealth Advisors
North Carolina
$39K +$34.5K +361 New
PCA
2123
Providence Capital Advisors
North Carolina
$37K -$3.48M -36,396 -99%
APWA
2124
Atlas Private Wealth Advisors
New Jersey
$37K +$2.48K +26 +8%
ARMC
2125
American Research & Management Company
Massachusetts
$35K – – –
83 84
85
86 87