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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1626
Baystate Wealth Management
Massachusetts
$909K -$136K -2,401 -13%
MFG
1627
Magnus Financial Group
New York
$909K +$917K +16,160 New
CCA
1628
Cobblestone Capital Advisors
New York
$907K -$14.2K -250 -2%
LWM
1629
Lyons Wealth Management
Florida
$904K +$23.8K +420 +3%
I2I
1630
Insight 2811 Inc
Illinois
$901K -$73.8K -1,300 -8%
SWA
1631
Sutton Wealth Advisors
Florida
$900K +$79.1K +1,394 +10%
JA
1632
JOYN Advisors
Georgia
$899K -$31.5K -555 -3%
FAM
1633
Formidable Asset Management
Ohio
$898K +$12.1K +214 +1%
AIM
1634
Aspen Investment Management
Michigan
$897K – – –
CFN
1635
Cordasco Financial Network
Florida
$897K +$851 +15 +0.1%
AIC
1636
Archer Investment Corporation
Indiana
$896K +$904K +15,939 New
SJIM
1637
St. Johns Investment Management
Florida
$895K -$31K -546 -3%
AI
1638
ArchPoint Investors
Florida
$893K +$31.8K +560 +4%
TL
1639
TrueWealth LLC
Georgia
$892K +$49.9K +879 +6%
LCM
1640
Lucas Capital Management
New Jersey
$887K +$31.3K +551 +4%
CA
1641
Cornerstone Advisory
Maryland
$883K +$4.65K +82 +0.5%
IWS
1642
Insight Wealth Strategies
California
$882K +$890K +15,683 New
FPS
1643
Fieldpoint Private Securities
Connecticut
$881K -$80.5K -1,418 -8%
OFG
1644
OmniStar Financial Group
North Carolina
$878K -$1.16M -20,514 -57%
LPWM
1645
Lake Point Wealth Management
Texas
$875K +$883K +15,565 New
AAM
1646
American Asset Management
Florida
$874K +$19.9K +350 +2%
CAC
1647
Certified Advisory Corp
Florida
$874K +$27K +475 +3%
WP
1648
WMS Partners
Maryland
$871K +$71.9K +1,268 +9%
ACM
1649
Ativo Capital Management
Illinois
$868K -$104K -1,831 -11%
FNT
1650
First Nebraska Trust
Nebraska
$859K -$11.3K -200 -1%
64 65
66
67 68