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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1001
Lodestone Wealth Management
Washington
$94.6K +$102K +1,891 New
AA
1002
Ancora Advisors
Ohio
$93.4K +$28.2K +523 +39%
HFS
1003
Hantz Financial Services
Michigan
$91K +$30.2K +560 +44%
PWA
1004
Principia Wealth Advisory
Texas
$87.7K +$57.2K +1,063 +154%
MIM
1005
MTM Investment Management
South Carolina
$87.5K – – –
CFP
1006
Comprehensive Financial Planning
Pennsylvania
$82.5K – – –
LIA
1007
Luken Investment Analytics
Tennessee
$79.3K – – –
HHCP
1008
Hilton Head Capital Partners
South Carolina
$79.2K +$85.3K +1,584 New
NS
1009
NBC Securities
Alabama
$78.3K – – –
OL
1010
OneFund LLC
Florida
$76.9K +$4.79K +89 +6%
WTC
1011
WhitTier Trust Company
Nevada
$75.4K -$10.7K -198 -12%
OPTFSNA
1012
Old Point Trust & Financial Services N A
Virginia
$75K -$12.1K -225 -13%
CH
1013
Cromwell Holdings
Wyoming
$73.5K – – –
KA
1014
Kozak & Associates
Colorado
$72.2K -$3.12K -58 -4%
QC
1015
Quent Capital
New York
$71.3K -$1.4K -26 -2%
RIL
1016
Rothschild Investment LLC
Illinois
$71K -$592 -11 -0.8%
AAG
1017
Armstrong Advisory Group
Massachusetts
$68.8K – – –
RFP
1018
Root Financial Partners
California
$67.3K -$1.35K -25 -2%
TFM
1019
TFC Financial Management
Massachusetts
$66.2K – – –
C
1020
Covestor
United Kingdom
$63K – – –
OAJ
1021
Ogorek Anthony Joseph
New York
$63K +$108 +2 +0.2%
BWA
1022
Basecamp Wealth Advisors
Washington
$62K +$66.8K +1,240 New
TCOT
1023
Trust Company of Toledo
Ohio
$61.3K -$16.4K -305 -20%
SIM
1024
Sentry Investment Management
Wisconsin
$61K – – –
EDRH
1025
Edmond de Rothschild Holding
Switzerland
$60.5K -$240K -4,465 -79%
39 40
41
42 43