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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
526
Sierra Capital
Florida
$5K – – –
ATC
527
Adirondack Trust Company
New York
$4.6K – – –
MCM
528
MV Capital Management
Maryland
$4.46K +$407 +6 +11%
ADL
529
Asset Dedication LLC
California
$4K -$136 -2 -4%
TWD
530
True Wealth Design
Ohio
$3.54K +$3.4K +50 New
CHA
531
Carmichael Hill & Associates
Maryland
$3.4K – – –
CWC
532
Carolinas Wealth Consulting
North Carolina
$3.33K +$1.63K +24 +104%
BWM
533
BerganKDV Wealth Management
Minnesota
$3.26K – – –
AWM
534
Accurate Wealth Management
Florida
$3.19K +$3.06K +45 New
CSPIA
535
Cary Street Partners Investment Advisory
Virginia
$3.04K +$2.92K +43 New
BWM
536
Baystate Wealth Management
Massachusetts
$3K – – –
TWC
537
TD Waterhouse Canada
Ontario, Canada
$2.79K -$5.63K -83 -74%
RFG
538
RFP Financial Group
Georgia
$2.69K +$2.58K +38 New
CFGS
539
Concourse Financial Group Securities
Alabama
$2.62K -$1.7K -25 -40%
CTA
540
Colonial Trust Advisors
South Carolina
$2.62K +$2.51K +37 New
SIC
541
SJS Investment Consulting
Ohio
$2.48K +$1.43K +21 +150%
DI
542
Disciplined Investments
Oklahoma
$2.12K -$543 -8 -21%
CWP
543
Concord Wealth Partners
Virginia
$2.12K +$2.04K +30 New
CT
544
Cambridge Trust
Massachusetts
$2K – – –
CSB
545
City State Bank
Iowa
$2K – – –
PPC
546
Park Place Capital
Alabama
$2K +$2.38K +35 New
BIA
547
Bell Investment Advisors
California
$1.7K -$68 -1 -4%
TFM
548
TFC Financial Management
Massachusetts
$1.7K – – –
WPA
549
West Paces Advisors
Georgia
$1.63K – – –
KFI
550
Key Financial Inc
Pennsylvania
$1.46K – – –
20 21
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