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Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
526
Lederer & Associates Investment Counsel
California
$45.9K +$53.4K +200 New
CWC
527
Carolinas Wealth Consulting
North Carolina
$43K +$49.6K +186 New
AF
528
Allworth Financial
California
$40K +$46.7K +175 New
CP
529
Corbenic Partners
Pennsylvania
$34K +$23.8K +89 +153%
CFD
530
Creative Financial Designs
Indiana
$34K +$40K +150 New
WP
531
WealthShield Partners
North Carolina
$34K +$40K +150 New
GWM
532
Geneos Wealth Management
Colorado
$31K – – –
JCM
533
Jacobi Capital Management
Pennsylvania
$27K +$2.67K +10 +9%
AWM
534
Avior Wealth Management
Nebraska
$27K +$16K +60 +100%
VCM
535
Vigilant Capital Management
Maine
$25K – – –
SIS
536
Sound Income Strategies
Florida
$24.1K +$26.7K +100 +2,000%
NFG
537
Next Financial Group
Texas
$24K +$267 +1 +1%
CCC
538
Crescent Capital Consulting
Louisiana
$23K – – –
CCMW
539
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
ETI
540
Enterprise Trust & Investment
California
$23K – – –
CFN
541
Cordasco Financial Network
Florida
$23K +$26.7K +100 New
JWBC
542
John W. Brooker & Co
California
$23K +$26.7K +100 New
SFPG
543
Stonebridge Financial Planning Group
Florida
$23K +$26.7K +100 New
AIM
544
ARK Investment Management
Florida
$22K – – –
CAM
545
CenterStar Asset Management
Illinois
$22K – – –
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$22K +$6.14K +23 +31%
MRCM
547
M&R Capital Management
New Jersey
$22K +$26.7K +100 New
DAM
548
Delta Asset Management
Tennessee
$21K -$6.67K -25 -22%
SIAP
549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
SFSIG
550
San Francisco Sentry Investment Group
California
$20K -$1.87K -7 -7%
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