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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
576
BDO Wealth Advisors
Florida
$22K – – –
FPFS
577
First Personal Financial Services
North Carolina
$21K – – –
RFM
578
Royal Fund Management
Florida
$19K -$8.95K -147 -32%
IFAM
579
Institutional & Family Asset Management
Colorado
$19K – – –
HGWM
580
Harvest Group Wealth Management
Massachusetts
$19K +$17.5K +288 New
PMFA
581
Plante Moran Financial Advisors
Michigan
$18K +$15.7K +257 +1,428%
DSC
582
Duncker Streett & Co
Missouri
$17K – – –
MRCM
583
M&R Capital Management
New Jersey
$17K – – –
TF
584
Tompkins Financial
New York
$17K – – –
CAW
585
Cornerstone Advisors (Washington)
Washington
$17K +$5.97K +98 +58%
AWMF
586
Arbor Wealth Management (Florida)
Florida
$16K – – –
HCM
587
Highlander Capital Management
New Jersey
$16K – – –
PGAM
588
Princeton Global Asset Management
New Jersey
$16K – – –
SSB
589
Sandy Spring Bank
Maryland
$16K – – –
CYG
590
Clean Yield Group
Vermont
$14K -$1.34K -22 -10%
POIA
591
Pin Oak Investment Advisors
Texas
$14K – – –
AIA
592
Alera Investment Advisors
Illinois
$12K – – –
EWM
593
Executive Wealth Management
Michigan
$12K – – –
MSFP
594
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
RWM
595
Raffa Wealth Management
District of Columbia
$11.5K – – –
BWM
596
Baystate Wealth Management
Massachusetts
$11K -$11K -180 -53%
FGAM
597
Financial Gravity Asset Management
Texas
$11K +$9.99K +164 New
LFA
598
Legacy Financial Advisors
Kentucky
$10K -$13.2K -216 -58%
HI
599
Human Investing
Oregon
$10K -$9.44K -155 -50%
ATC
600
Adirondack Trust Company
New York
$10K – – –
22 23
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