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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
401
BDO Wealth Advisors
Florida
$12K – – –
CFG
402
CKW Financial Group
Hawaii
$12K – – –
CCM
403
Covington Capital Management
California
$12K – – –
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$8.89K +500 New
WIM
405
Westside Investment Management
California
$11.8K -$8.89K -500 -30%
RAM
406
Riggs Asset Management
Pennsylvania
$11K – – –
FWM
407
Focused Wealth Management
New York
$10K – – –
PCG
408
Private Capital Group
Connecticut
$9K – – –
HFA
409
Hoover Financial Advisors
Pennsylvania
$9K +$7.11K +400 New
FHA
410
Flagship Harbor Advisors
Massachusetts
$8K -$41.6K -2,342 -87%
AF
411
Advisornet Financial
Minnesota
$8K -$14K -785 -70%
MCM
412
Manchester Capital Management
Vermont
$8K – – –
ETC
413
Exchange Traded Concepts
Oklahoma
$8K +$6.35K +357 New
MWA
414
MFA Wealth Advisors
Pennsylvania
$7.05K +$5.33K +300 New
FCM
415
Firestone Capital Management
Florida
$7K – – –
JPLA
416
Joseph P. Lucia & Associates
New York
$7K – – –
TI
417
tru Independence
Oregon
$7K – – –
BL
418
Balentine LLC
Georgia
$7K +$4.96K +279 New
RWM
419
Raffa Wealth Management
District of Columbia
$6.11K – – –
SIS
420
Sound Income Strategies
Florida
$6K – – –
TFGT
421
TS Financial Group (TSFG)
Illinois
$6K +$4.45K +250 New
MWA
422
Moser Wealth Advisors
Washington
$5K -$26.7K -1,500 -87%
HDIM
423
Hanson & Doremus Investment Management
Vermont
$5K -$10.7K -600 -75%
IA
424
IFP Advisors
Florida
$5K -$5.99K -337 -63%
CFO
425
CVA Family Office
Colorado
$5K – – –
15 16
17
18 19