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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Csenge Advisory Group
Florida
$214K -$179K -644 -41%
RWP
1702
RWA Wealth Partners
Massachusetts
$214K -$26.7K -96 -9%
GC
1703
Garde Capital
Washington
$214K +$3.05K +11 +1%
RSWM
1704
Robertson Stephens Wealth Management
California
$213K -$361K -1,301 -59%
P
1705
&Partners
Tennessee
$213K – – –
AWM
1706
Accel Wealth Management
Iowa
$212K +$253K +911 New
BWP
1707
Bernardo Wealth Planning
Pennsylvania
$212K +$253K +912 New
BL
1708
BFSG LLC
California
$211K -$2.85M -10,275 -92%
DWM
1709
Destination Wealth Management
California
$211K +$13.6K +49 +6%
IA
1710
IFG Advisory
Georgia
$211K +$19.2K +69 +8%
ANTB
1711
AMG National Trust Bank
Colorado
$211K +$251K +905 New
MCA
1712
Magnolia Capital Advisors
Mississippi
$210K +$251K +904 New
HCM
1713
Hilton Capital Management
New York
$209K – – –
EWM
1714
Evermay Wealth Management
Virginia
$209K +$60.5K +218 +32%
SFWC
1715
Strategic Family Wealth Counselors
New Jersey
$207K -$63K -227 -20%
DJSG
1716
D.J. St. Germain
Massachusetts
$207K -$41.6K -150 -14%
GG
1717
Golden Green
South Carolina
$206K +$246K +885 New
PPP
1718
Private Portfolio Partners
New Jersey
$206K -$45K -162 -15%
BOS
1719
Bank of Stockton
California
$205K -$34.7K -125 -12%
HI
1720
Humankind Investments
New York
$205K +$245K +881 New
MRCM
1721
M&R Capital Management
New Jersey
$203K +$155K +560 +178%
TLP
1722
Trinity Legacy Partners
Texas
$203K +$242K +873 New
HCM
1723
HMS Capital Management
Tennessee
$202K -$1.21M -4,360 -83%
SF
1724
Symphony Financial
Texas
$201K -$26.7K -96 -10%
SAF
1725
Smith Anglin Financial
Texas
$201K +$240K +863 New
67 68
69
70 71