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Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
1601
Triasima Portfolio Management
Quebec, Canada
$229K -$196K -800 -44%
EI
1602
Ellevest Inc
New York
$229K -$35.9K -146 -13%
EWM
1603
Evermay Wealth Management
Virginia
$229K +$27.3K +111 +12%
FFG
1604
Ford Financial Group
California
$229K +$248K +1,011 New
MA
1605
MJP Associates
Connecticut
$228K -$85K -346 -26%
BMCM
1606
Bryn Mawr Capital Management
Pennsylvania
$228K – – –
LCP
1607
Legacy Capital Partners
Wisconsin
$227K -$1.88M -7,635 -88%
CCM
1608
Cribstone Capital Management
Maine
$227K – – –
WA
1609
WESPAC Advisors
California
$227K – – –
AWM
1610
Activest Wealth Management
Florida
$227K +$246K +1,000 New
CANY
1611
Caxton Associates (New York)
New York
$227K +$246K +1,000 New
SEP
1612
Southland Equity Partners
Missouri
$226K +$7.61K +31 +3%
IB
1613
Intrust Bank
Kansas
$224K +$14.5K +59 +6%
RBCM
1614
Raub Brock Capital Management
California
$223K – – –
DWM
1615
Destination Wealth Management
California
$223K +$18.7K +76 +8%
BCWM
1616
Bartlett & Co Wealth Management
Ohio
$222K – – –
BPB
1617
Badgley, Phelps & Bell
Washington
$222K -$11.2M -45,449 -98%
KCM
1618
Kathmere Capital Management
Pennsylvania
$222K -$22.4K -91 -8%
WDL
1619
Well Done LLC
Michigan
$222K -$7.12K -29 -3%
BC
1620
Bartlett & Co
Ohio
$222K – – –
CWM
1621
Cedar Wealth Management
California
$222K +$87.7K +357 +57%
PAG
1622
Pinnacle Advisory Group
Maryland
$222K +$240K +978 New
1WM
1623
1900 Wealth Management
Texas
$222K +$241K +981 New
RWA
1624
RGT Wealth Advisors
Texas
$221K +$12K +49 +5%
TFA
1625
Teamwork Financial Advisors
Texas
$220K +$238K +969 New
63 64
65
66 67