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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
601
Webster Bank
Connecticut
$34K +$35K +2,250 New
PCP
602
Proficio Capital Partners
Massachusetts
$32K -$33.9K -2,175 -50%
TF
603
TimeScale Financial
Massachusetts
$32K +$33.6K +2,160 New
AWM
604
Avior Wealth Management
Nebraska
$30K -$7K -450 -18%
HPC
605
HM Payson & Co
Maine
$30K +$31.5K +2,025 New
CIAS
606
Capital Investment Advisory Services
North Carolina
$29K -$934 -60 -3%
FPFS
607
First Personal Financial Services
North Carolina
$29K – – –
HWM
608
Holloway Wealth Management
Florida
$29K – – –
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K – – –
LGWM
610
Litman Gregory Wealth Management
California
$29K – – –
BFC
611
Bedel Financial Consulting
Indiana
$29K +$19.8K +1,275 +198%
MMG
612
Monetary Management Group
Missouri
$28K – – –
AWM
613
AllSquare Wealth Management
New York
$28K +$29.2K +1,875 New
HGWM
614
Harvest Group Wealth Management
Massachusetts
$27K – – –
TFS
615
TrustCore Financial Services
Tennessee
$27K +$15.6K +1,005 +122%
RFWA
616
RPg Family Wealth Advisory
Massachusetts
$26.4K -$4.2K -270 -13%
SFSG
617
Stearns Financial Services Group
North Carolina
$26K – – –
SMG
618
Spectrum Management Group
Indiana
$25K – – –
CWA
619
Clarus Wealth Advisors
Arizona
$25K +$11.7K +750 +83%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$23K -$7K -450 -23%
TC
621
Trust Company
Kansas
$23K +$1.17K +75 +5%
FAM
622
Fred Alger Management
New York
$22K -$212K -13,605 -90%
LWA
623
Lenox Wealth Advisors
New York
$22K – – –
NCM
624
New Capital Management
Texas
$22K – – –
NCM
625
Northstar Capital Management
New York
$22K – – –
23 24
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