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Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$5K – – –
SL
652
Savior LLC
Massachusetts
$5K – – –
PWMG
653
Prestige Wealth Management Group
New Jersey
$5K +$2.09K +9 +90%
CYG
654
Clean Yield Group
Vermont
$5K +$4.65K +20 New
JPLA
655
Joseph P. Lucia & Associates
New York
$4K -$74.1M -318,735 -100%
MCM
656
Manchester Capital Management
Vermont
$4K -$96.8K -416 -96%
JFA
657
JNBA Financial Advisors
Minnesota
$4K – – –
VNA
658
Valley National Advisers
Pennsylvania
$4K – – –
GWS
659
Glassman Wealth Services
Virginia
$4K +$1.16K +5 +50%
RFA
660
Reilly Financial Advisors
California
$4K +$1.16K +5 +50%
AA
661
Ancora Advisors
Ohio
$3K -$64K -275 -95%
AWM
662
Activest Wealth Management
Florida
$3K – – –
ME
663
McIlrath & Eck
Washington
$3K – – –
ADL
664
Asset Dedication LLC
California
$3K +$3.02K +13 New
BCH
665
Berkshire Capital Holdings
California
$2K -$35.8M -153,770 -100%
GWM
666
Geneos Wealth Management
Colorado
$2K -$29.8K -128 -93%
CFFP
667
Center for Financial Planning
Michigan
$2K – – –
FCM
668
Firestone Capital Management
Florida
$2K – – –
MA
669
Montag & Associates
Georgia
$2K – – –
SIC
670
Salem Investment Counselors
North Carolina
$2K – – –
PFBT
671
Parkside Financial Bank & Trust
Missouri
$2K +$1.63K +7 +233%
PWS
672
Paragon Wealth Strategies
Florida
$2K +$1.86K +8 New
DCM
673
Davidson Capital Management
Texas
$2K +$2.09K +9 New
KFS
674
Kelly Financial Services
Massachusetts
$1.69K – – –
SIS
675
Sound Income Strategies
Florida
$1K -$23.3K -100 -95%
25 26
27
28 29