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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
Baystate Wealth Management
Massachusetts
$71K -$222 -1 -0.3%
DOA
1752
D'Orazio & Associates
Virginia
$71K +$14K +63 +25%
CFO
1753
CVA Family Office
Colorado
$71K +$69.5K +313 New
DSC
1754
Duncker Streett & Co
Missouri
$69K +$40.4K +182 +150%
BC
1755
Burleson & Co
California
$68K +$22.2K +100 +50%
SC
1756
Solstein Capital
California
$68K +$55.5K +250 +481%
RFWA
1757
RPg Family Wealth Advisory
Massachusetts
$63.7K +$62.4K +281 New
JPLA
1758
Joseph P. Lucia & Associates
New York
$63K +$889 +4 +1%
HWA
1759
HHM Wealth Advisors
Tennessee
$62K – – –
PAI
1760
Pittenger & Anderson Inc
Nebraska
$61K -$602K -2,710 -91%
TFM
1761
TFC Financial Management
Massachusetts
$59K -$33.3K -150 -37%
WOC
1762
West Oak Capital
California
$59K +$2.22K +10 +4%
AWM
1763
Atticus Wealth Management
Florida
$58K – – –
ADL
1764
Asset Dedication LLC
California
$58K +$2.44K +11 +5%
EBA
1765
Eagle Bay Advisors
New York
$58K +$66.9K +301 New
AWM
1766
Accel Wealth Management
Iowa
$57K -$147K -660 -72%
NL
1767
NVWM LLC
Pennsylvania
$57K -$82.2K -370 -60%
AW
1768
Avion Wealth
Texas
$57K – – –
BMD
1769
Better Money Decisions
New Mexico
$57K – – –
EAM
1770
Exos Asset Management
New York
$56K +$54.4K +245 New
IFAM
1771
Institutional & Family Asset Management
Colorado
$55K -$110K -494 -67%
CFFP
1772
Center for Financial Planning
Michigan
$55K – – –
BWM
1773
BerganKDV Wealth Management
Minnesota
$55K +$14.7K +66 +37%
FWM
1774
FFT Wealth Management
Pennsylvania
$55K +$53.5K +241 New
PG
1775
Proffitt & Goodson
Tennessee
$54K – – –
69 70
71
72 73