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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
651
Prestige Wealth Management Group
New Jersey
$5K +$2.09K +9 +90%
CYG
652
Clean Yield Group
Vermont
$5K +$4.65K +20 New
JPLA
653
Joseph P. Lucia & Associates
New York
$4K -$74.1M -318,735 -100%
MCM
654
Manchester Capital Management
Vermont
$4K -$96.8K -416 -96%
JFA
655
JNBA Financial Advisors
Minnesota
$4K – – –
VNA
656
Valley National Advisers
Pennsylvania
$4K – – –
GWS
657
Glassman Wealth Services
Virginia
$4K +$1.16K +5 +50%
RFA
658
Reilly Financial Advisors
California
$4K +$1.16K +5 +50%
AA
659
Ancora Advisors
Ohio
$3K -$64K -275 -95%
AWM
660
Activest Wealth Management
Florida
$3K – – –
ME
661
McIlrath & Eck
Washington
$3K – – –
ADL
662
Asset Dedication LLC
California
$3K +$3.02K +13 New
BCH
663
Berkshire Capital Holdings
California
$2K -$35.8M -153,770 -100%
GWM
664
Geneos Wealth Management
Colorado
$2K -$29.8K -128 -93%
CFFP
665
Center for Financial Planning
Michigan
$2K – – –
FCM
666
Firestone Capital Management
Florida
$2K – – –
MA
667
Montag & Associates
Georgia
$2K – – –
SIC
668
Salem Investment Counselors
North Carolina
$2K – – –
PFBT
669
Parkside Financial Bank & Trust
Missouri
$2K +$1.63K +7 +233%
PWS
670
Paragon Wealth Strategies
Florida
$2K +$1.86K +8 New
DCM
671
Davidson Capital Management
Texas
$2K +$2.09K +9 New
SIS
672
Sound Income Strategies
Florida
$1K -$23.3K -100 -95%
LC
673
Lindbrook Capital
California
$1K -$698 -3 -50%
AIP
674
Ameritas Investment Partners
Nebraska
$1K – – –
EWM
675
Edge Wealth Management
New York
$1K +$1.16K +5 +500%
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