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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2201
Evermay Wealth Management
Virginia
$11.9M -$1.07M -5,821 -9%
GWMIA
2202
Global Wealth Management Investment Advisory
Florida
$11.9M -$399K -2,161 -3%
WCWM
2203
Willow Creek Wealth Management
California
$11.9M +$391K +2,117 +4%
CT
2204
Columbia Trust
Oregon
$11.9M +$786K +4,256 +7%
PCG
2205
Prosperity Consulting Group
Maryland
$11.9M +$2.02M +10,953 +21%
SJIM
2206
St. Johns Investment Management
Florida
$11.9M -$287K -1,557 -2%
PFSC
2207
Peoples Financial Services Corp
Pennsylvania
$11.9M -$238K -1,290 -2%
TPWA
2208
Twin Peaks Wealth Advisors
California
$11.9M +$11.4M +61,894 New
KAS
2209
KPP Advisory Services
Kentucky
$11.9M -$38.2K -207 -0.3%
ATFA
2210
All Terrain Financial Advisors
Minnesota
$11.9M -$193K -1,044 -2%
QFA
2211
Quantum Financial Advisors
California
$11.9M -$99K -536 -0.9%
BW
2212
BIP Wealth
Georgia
$11.9M +$595K +3,225 +6%
1C
2213
1623 Capital
Virginia
$11.9M -$744K -4,032 -6%
CWP
2214
Concord Wealth Partners
Virginia
$11.9M +$1.53M +8,264 +15%
TFCP
2215
Twin Focus Capital Partners
Massachusetts
$11.9M -$125K -675 -1%
VCM
2216
Vivaldi Capital Management
Illinois
$11.9M +$1.39M +7,529 +13%
CWAG
2217
Compton Wealth Advisory Group
Virginia
$11.8M +$205K +1,108 +2%
SWM
2218
Sculati Wealth Management
Michigan
$11.8M -$40.1K -217 -0.4%
AWS
2219
Arkfeld Wealth Strategies
Nebraska
$11.8M +$860K +4,656 +8%
ACS
2220
Archford Capital Strategies
Illinois
$11.8M +$936K +5,072 +9%
DC
2221
DeDora Capital
California
$11.8M +$115K +625 +1%
OBGC
2222
O'Brien Greene & Co
Pennsylvania
$11.8M -$80.5K -436 -0.7%
EBA
2223
Eagle Bay Advisors
New York
$11.7M +$4.98M +26,991 +79%
BCM
2224
Buckhead Capital Management
Georgia
$11.7M +$13.3K +72 +0.1%
HFM
2225
Hartford Financial Management
Connecticut
$11.7M -$251K -1,357 -2%
87 88
89
90 91