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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2151
S.A. Mason
Michigan
$47K – – –
LF
2152
Lee Financial
Texas
$46K – – –
RWM
2153
Raffa Wealth Management
District of Columbia
$45.5K -$2.45K -26 -5%
VRM
2154
Vectors Research Management
New York
$44K -$18.9K -200 -29%
CDIA
2155
Capital Directions Investment Advisors
Georgia
$44K +$45.8K +485 New
FCT
2156
First Community Trust
Iowa
$43K – – –
MWM
2157
Mascoma Wealth Management
New Hampshire
$43K – – –
HL
2158
Harding Loevner
New Jersey
$42K – – –
SC
2159
Steph & Co
Wisconsin
$41K – – –
GG
2160
Gleason Group
Kentucky
$41K +$283 +3 +0.7%
FFA
2161
Freedman Financial Associates
Massachusetts
$39K – – –
KFP
2162
KB Financial Partners
New Jersey
$38K -$2.27K -24 -5%
CPFP
2163
Clear Perspectives Financial Planning
Ohio
$38K – – –
TFM
2164
TFC Financial Management
Massachusetts
$38K +$3.3K +35 +9%
WWP
2165
WR Wealth Planners
Missouri
$37.8K +$39.2K +415 New
LWA
2166
Lenox Wealth Advisors
New York
$36K -$2.36K -25 -5%
FCG
2167
Financial Connections Group
California
$36K – – –
KLWA
2168
Kelly Lawrence W & Associates
California
$36K – – –
SA
2169
SRH Advisors
Kansas
$36K – – –
UAML
2170
US Asset Management LLC
Pennsylvania
$35K +$35.9K +380 New
ACM
2171
Antonetti Capital Management
Florida
$34K – – –
WR
2172
WD Rutherford
Oregon
$34K – – –
JWM
2173
Janiczek Wealth Management
Colorado
$33K +$94 +1 +0.3%
RA
2174
Rational Advisors
New York
$33K +$14.6K +155 +74%
RBC
2175
Roble Belko & Company
Pennsylvania
$33K +$21.3K +226 +164%
85 86
87
88 89