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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1926
WFA of San Diego
California
$88K +$104K +492 New
JMF
1927
Johnson Midwest Financial
Iowa
$86K +$421 +2 +0.4%
BONH
1928
Bank of New Hampshire
New Hampshire
$85K – – –
AWM
1929
Atticus Wealth Management
Florida
$85K +$93.4K +443 +1,303%
FRA
1930
Front Row Advisors
California
$80K -$421 -2 -0.4%
AWM
1931
AllSquare Wealth Management
New York
$80K – – –
RCG
1932
Rock Creek Group
District of Columbia
$77K -$16.4K -78 -15%
FMTCOCP
1933
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K +$10.5K +50 +13%
SPWG
1934
Sage Private Wealth Group
Illinois
$72K – – –
NIM
1935
NuWave Investment Management
New Jersey
$72K +$84.3K +400 New
CA
1936
Crewe Advisors
Utah
$69K +$53.7K +255 +195%
WWMSC
1937
Wagner Wealth Management (South Carolina)
South Carolina
$69K +$81.3K +386 New
HWM
1938
HighMark Wealth Management
Minnesota
$68K – – –
SOW
1939
State of Wyoming
Wyoming
$68K +$80.5K +382 New
WIM
1940
Westside Investment Management
California
$66K – – –
CAM
1941
Close Asset Management
United Kingdom
$66K +$39.6K +188 +103%
BLC
1942
Brown, Lisle/Cummings
Rhode Island
$65.2K – – –
FPFS
1943
First Personal Financial Services
North Carolina
$63K – – –
BFG
1944
Baron Financial Group
New Jersey
$62.6K – – –
DSC
1945
Duncker Streett & Co
Missouri
$62K – – –
JFA
1946
JNBA Financial Advisors
Minnesota
$62K +$5.06K +24 +7%
EI
1947
Ellevest Inc
New York
$62K +$20K +95 +38%
AW
1948
ACG Wealth
Georgia
$62K +$73.3K +348 New
HWMA
1949
Heritage Wealth Management (Arizona)
Arizona
$61.9K -$1.9K -9 -3%
CCA
1950
Column Capital Advisors
Indiana
$61K – – –
76 77
78
79 80