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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$18.8K – – –
ME
527
McIlrath & Eck
Washington
$18K +$10.2K +55 +141%
SWM
528
Sugarloaf Wealth Management
Georgia
$18K +$17.6K +95 New
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$17K +$16.9K +91 New
BC
530
Bartlett & Co
Ohio
$16K – – –
BCWM
531
Bartlett & Co Wealth Management
Ohio
$15.6K – – –
RIM
532
Rockbridge Investment Management
New York
$15K – – –
WWMSC
533
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$14.5K +78 New
FRA
534
Front Row Advisors
California
$15K +$14.8K +80 New
SIS
535
Sound Income Strategies
Florida
$14.1K +$13.2K +71 +1,775%
HPC
536
HM Payson & Co
Maine
$14K +$4.82K +26 +51%
GWS
537
Glassman Wealth Services
Virginia
$14K +$10.6K +57 +380%
AWM
538
AllSquare Wealth Management
New York
$14K +$13.9K +75 New
CAL
539
Capital Analysts LLC
Pennsylvania
$14K +$13.9K +75 New
BAM
540
Bellevue Asset Management
Washington
$13K +$12.6K +68 New
TF
541
TimeScale Financial
Massachusetts
$13K +$12.6K +68 New
NCM
542
New Capital Management
Texas
$13K +$13.2K +71 New
IWP
543
IAG Wealth Partners
Wisconsin
$12K +$1.85K +10 +20%
TFA
544
Toth Financial Advisory
Virginia
$12K +$10K +54 +540%
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$12K +$11.5K +62 New
TCWM
546
Total Clarity Wealth Management
Illinois
$12K +$11.9K +64 New
SWA
547
SOA Wealth Advisors
New York
$11K – – –
FA
548
Fortis Advisors
Pennsylvania
$11K +$5K +27 +79%
CWA
549
Clearview Wealth Advisors
Oregon
$11K +$10.6K +57 New
FCM
550
Firestone Capital Management
Florida
$9K – – –
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