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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2051
Western Pacific Wealth Management
Illinois
$62.7K – – –
EAM
2052
Erste Asset Management
Austria
$61.6K -$11.8K -57 -16%
WWM
2053
Wolff Wiese Magana
California
$61.5K – – –
TC
2054
Truvestments Capital
Florida
$61.5K -$20.8K -100 -26%
WAM
2055
Worth Asset Management
Texas
$59.3K +$11.2K +54 +24%
CT
2056
Colonial Trust
South Carolina
$57.6K +$2.7K +13 +5%
SCA
2057
Stuart Chaussee & Associates
California
$57.1K – – –
CCA
2058
Column Capital Advisors
Indiana
$56.9K – – –
CIA
2059
Cape Investment Advisory
Georgia
$56.3K +$55.1K +265 New
LFA
2060
Level Financial Advisors
New York
$56.1K – – –
SHIM
2061
Stone House Investment Management
Pennsylvania
$55.2K +$54K +260 New
VCM
2062
Versant Capital Management
Arizona
$54.5K -$104K -500 -66%
RA
2063
Rational Advisors
New York
$54.4K +$1.87K +9 +4%
TCPG
2064
Trivant Custom Portfolio Group
California
$53.1K +$51.9K +250 New
CFG
2065
CKW Financial Group
Hawaii
$53K – – –
GGI
2066
Godsey & Gibb Inc
Virginia
$52K +$50.9K +245 New
C
2067
Covestor
United Kingdom
$52K -$3.95K -19 -7%
EWP
2068
Elevation Wealth Partners
California
$51.6K +$50.5K +243 New
AWM
2069
Abound Wealth Management
Tennessee
$51.4K +$9.14K +44 +22%
NC
2070
NewSquare Capital
Pennsylvania
$51.4K +$33.2K +160 +195%
AWM
2071
Activest Wealth Management
Florida
$50.6K +$51.3K +247 New
AAP
2072
Arax Advisory Partners
Colorado
$50.1K – – –
RCG
2073
Rock Creek Group
District of Columbia
$49.5K +$44K +212 +1,010%
CH
2074
Canton Hathaway
Rhode Island
$49K – – –
IHWM
2075
Iron Horse Wealth Management
Iowa
$48.6K +$5.19K +25 +12%
81 82
83
84 85