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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
701
Rockbridge Investment Management
New York
$12K – – –
WWMSC
702
Wagner Wealth Management (South Carolina)
South Carolina
$12K – – –
RDWM
703
Red Door Wealth Management
Tennessee
$12K +$12.6K +80 New
CYG
704
Clean Yield Group
Vermont
$11K +$11.1K +71 New
EIP
705
Ellis Investment Partners
Pennsylvania
$11K +$11.8K +75 New
RFA
706
Reilly Financial Advisors
California
$10K -$22.3K -142 -69%
BAM
707
Bellevue Asset Management
Washington
$10K -$784 -5 -7%
IWP
708
IAG Wealth Partners
Wisconsin
$10K – – –
TF
709
TimeScale Financial
Massachusetts
$10K – – –
TFA
710
Toth Financial Advisory
Virginia
$10K – – –
PWP
711
Personal Wealth Partners
Minnesota
$10K +$10.7K +68 New
CWA
712
Clearview Wealth Advisors
Oregon
$9K – – –
FA
713
Fortis Advisors
Pennsylvania
$9K – – –
MIM
714
Macroview Investment Management
Maryland
$9K +$5.65K +36 +157%
AIM
715
Anchor Investment Management
South Carolina
$8.88K +$2.82K +18 +45%
EWM
716
Elmwood Wealth Management
California
$8K – – –
FCM
717
Firestone Capital Management
Florida
$8K – – –
HWMA
718
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
ACM
719
ACT Capital Management
Pennsylvania
$8K +$7.84K +50 New
GWMIA
720
Global Wealth Management Investment Advisory
Florida
$8K +$7.84K +50 New
LWM
721
Liberty Wealth Management
California
$8K +$7.84K +50 New
LCM
722
Logan Capital Management
Pennsylvania
$7K +$6.75K +43 New
HWA
723
HHM Wealth Advisors
Tennessee
$7K +$7.22K +46 New
PP
724
Pacifica Partners
Canada
$7K +$7.84K +50 New
NSIM
725
North Star Investment Management
Illinois
$6K – – –
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