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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1376
Atlas Capital Advisors
Wyoming
$114K +$106K +169 New
KFAS
1377
Keating Financial Advisory Services
Kansas
$111K +$103K +164 New
TSMHT
1378
Thurston Springer Miller Herd & Titak
Indiana
$109K +$29.6K +47 +41%
MAS
1379
MPWM Advisory Solutions
Georgia
$108K +$22.1K +35 +28%
WPA
1380
Wealth Preservation Advisors
Tennessee
$108K – – –
TFM
1381
TFC Financial Management
Massachusetts
$107K +$7.56K +12 +8%
EB
1382
Eastern Bank
Massachusetts
$106K +$32.8K +52 +50%
CLOS
1383
Compagnie Lombard Odier SCmA
Switzerland
$104K -$28.4K -45 -23%
BWL
1384
Bogart Wealth LLC
Virginia
$104K +$66.8K +106 +221%
SFCL
1385
Strengthening Families & Communities LLC
Massachusetts
$103K +$96.4K +153 New
JWA
1386
JFS Wealth Advisors
Pennsylvania
$102K +$27.7K +44 +41%
OAM
1387
Ostrum Asset Management
France
$101K -$325K -515 -77%
NS
1388
NBC Securities
Alabama
$101K – – –
GSWM
1389
Golden State Wealth Management
California
$99.7K +$23.9K +38 +35%
C
1390
Covestor
United Kingdom
$97K -$7.56K -12 -8%
EP
1391
Essential Partners
California
$93K +$68.7K +109 +376%
AEPWM
1392
Atlantic Edge Private Wealth Management
Florida
$91.6K +$35.3K +56 +70%
BWA
1393
Basecamp Wealth Advisors
Washington
$90.3K +$84.4K +134 New
MAM
1394
Meeder Asset Management
Ohio
$90.3K -$1.89K -3 -2%
RA
1395
RiverPark Advisors
New York
$90.3K -$1.26K -2 -1%
OWP
1396
ORG Wealth Partners
Texas
$90.3K +$21.4K +34 +34%
M
1397
MOTCO
Texas
$88.9K – – –
BWM
1398
Benson Wealth Management
Tennessee
$86.9K +$81.3K +129 New
BCWM
1399
Bartlett & Co Wealth Management
Ohio
$82.2K -$7.56K -12 -9%
PWMG
1400
Private Wealth Management Group
New Jersey
$81.5K +$1.89K +3 +3%
54 55
56
57 58