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Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
1926
Newton One Investments
Delaware
$14.1K – – –
TFM
1927
TFC Financial Management
Massachusetts
$13.8K +$389 +13 +3%
BC
1928
Broadwater Capital
Massachusetts
$13.4K – – –
GCM
1929
Gables Capital Management
Florida
$13.4K -$42.8K -1,430 -75%
CG
1930
Curat Global
New Hampshire
$13K – – –
HIIFS
1931
Harel Insurance Investments & Financial Services
Israel
$13K – – –
BTD
1932
BankPlus Trust Department
Mississippi
$12.9K – – –
AAG
1933
Accordant Advisory Group
Maryland
$12.9K +$13.5K +450 New
MAM
1934
Marquette Asset Management
Minnesota
$12.5K +$12.2K +407 +1,507%
RWM
1935
Rialto Wealth Management
New York
$12.3K +$3.44K +115 +37%
AI
1936
Atomic Invest
New York
$12K +$688 +23 +6%
TFGT
1937
TS Financial Group (TSFG)
Illinois
$12K +$30 +1 +0.2%
SHIM
1938
Stone House Investment Management
Pennsylvania
$11.5K +$7.12K +238 +145%
HWA
1939
HHM Wealth Advisors
Tennessee
$11.4K +$11K +369 +1,272%
FDW
1940
Fourth Dimension Wealth
Ohio
$11.3K – – –
GWM
1941
Gilpin Wealth Management
Colorado
$11.2K +$5.72K +191 +96%
BHWM
1942
Bay Harbor Wealth Management
Maryland
$11K +$6.22K +208 +120%
TVWM
1943
Tower View Wealth Management
Wisconsin
$10.9K +$120 +4 +1%
GJIA
1944
Glass Jacobson Investment Advisors
Maryland
$10.7K – – –
ME
1945
McIlrath & Eck
Washington
$10.7K – – –
LFA
1946
LGT Financial Advisors
Texas
$10.5K +$11K +367 New
PF
1947
PlanVest Financial
Maryland
$10.4K +$10.9K +363 New
PWM
1948
Proathlete Wealth Management
Florida
$10.4K – – –
VERPA
1949
Virginia Estate & Retirement Planning Advisors
Virginia
$10.2K +$10.7K +357 New
AF
1950
Align Financial
Minnesota
$10.2K -$306K -10,227 -97%
76 77
78
79 80