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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2101
Greenhouse Wealth Management
Connecticut
$58K +$52.1K +546 New
HIM
2102
Hillsdale Investment Management
Ontario, Canada
$56K – – –
FMP
2103
Financial Management Professionals
Texas
$56K +$286 +3 +0.6%
SAM
2104
S.A. Mason
Michigan
$55K +$95 +1 +0.2%
RA
2105
Reby Advisors
Connecticut
$54K +$48.1K +504 New
LGA
2106
Lebenthal Global Advisors
New York
$54K +$48.6K +509 New
AWM
2107
Atticus Wealth Management
Florida
$53K -$191 -2 -0.4%
AI
2108
ArchPoint Investors
Florida
$53K – – –
GFPC
2109
Global Financial Private Client
Florida
$51.8K +$1.34K +14 +3%
FCM
2110
Firestone Capital Management
Florida
$50K +$95 +1 +0.2%
TFM
2111
TFC Financial Management
Massachusetts
$50K +$28.4K +297 +179%
HR
2112
Howe & Rusling
New York
$49K +$10K +105 +30%
FWM
2113
FSA Wealth Management
Massachusetts
$49K +$43.9K +460 New
GG
2114
Gleason Group
Kentucky
$47K +$191 +2 +0.5%
LWA
2115
Lenox Wealth Advisors
New York
$47K +$668 +7 +2%
RIM
2116
Rockbridge Investment Management
New York
$46K +$16.6K +174 +68%
RDFA
2117
Ritter Daniher Financial Advisory
Ohio
$46K +$41.2K +431 New
KFS
2118
Kelly Financial Services
Massachusetts
$44.7K -$2.67K -28 -6%
CPFP
2119
Clear Perspectives Financial Planning
Ohio
$44K +$39.5K +414 New
KLWA
2120
Kelly Lawrence W & Associates
California
$43K – – –
SA
2121
SRH Advisors
Kansas
$43K – – –
VRM
2122
Vectors Research Management
New York
$43K – – –
FFA
2123
Freedman Financial Associates
Massachusetts
$43K +$38.2K +400 New
PWA
2124
Phoenix Wealth Advisors
North Carolina
$39K +$34.5K +361 New
PCA
2125
Providence Capital Advisors
North Carolina
$37K -$3.48M -36,396 -99%
83 84
85
86 87