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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
501
Howe & Rusling
New York
$7K – – –
SWM
502
Sugarloaf Wealth Management
Georgia
$7K – – –
BWA
503
BDO Wealth Advisors
Florida
$7K +$3.88K +170 +46%
EWA
504
EverSource Wealth Advisors
Alabama
$6K – – –
GWS
505
Glassman Wealth Services
Virginia
$6K +$182 +8 +2%
TSWM
506
Tyler-Stone Wealth Management
Ohio
$6K +$1.14K +50 +12%
FPS
507
Fieldpoint Private Securities
Connecticut
$6K +$1.44K +63 +16%
AWM
508
Accel Wealth Management
Iowa
$6K +$10K +440 New
CWP
509
Concord Wealth Partners
Virginia
$5K -$2.62K -115 -23%
PWMG
510
Prestige Wealth Management Group
New Jersey
$5K -$1.05K -46 -11%
MS
511
Mizuho Securities
Japan
$5K -$23 -1 -1%
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
HCP
513
Hexagon Capital Partners
Arkansas
$5K +$4.56K +200 +98%
BIA
514
Bell Investment Advisors
California
$5K +$9.44K +414 New
CP
515
Castleview Partners
Texas
$4.45K -$3.83K -168 -84%
AF
516
Advisornet Financial
Minnesota
$4K -$8.41K -369 -52%
AWM
517
Atticus Wealth Management
Florida
$4K – – –
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
SBL
519
Sargent Bickham Lagudis
Colorado
$4K +$2.71K +119 +50%
BC
520
Bartlett & Co
Ohio
$4K +$4.22K +185 +185%
CWA
521
Clearview Wealth Advisors
Oregon
$4K +$4.56K +200 +200%
HDIM
522
Hanson & Doremus Investment Management
Vermont
$4K +$4.56K +200 +196%
MIFH
523
Migdal Insurance & Financial Holdings
Israel
$4K +$6.25K +274 New
LFG
524
Larson Financial Group
Missouri
$4K +$6.91K +303 New
BCWM
525
Bartlett & Co Wealth Management
Ohio
$3.74K +$4.22K +185 +185%
19 20
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