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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1501
Litman Gregory Wealth Management
California
$7K -$7.4K -130 -50%
GCM
1502
Gables Capital Management
Florida
$7K – – –
LWA
1503
Lowe Wealth Advisors
Maryland
$7K – – –
CAL
1504
Capital Advisors Ltd
Ohio
$6K -$7.46K -131 -54%
PCFFS
1505
Pacific Center for Financial Services
California
$6K – – –
PW
1506
Price Wealth
Texas
$6K – – –
1NWS
1507
1 North Wealth Services
Maryland
$6K +$5.69K +100 New
ACA
1508
Atlas Capital Advisors
Wyoming
$5.92K -$33.4K -586 -85%
RAM
1509
Riggs Asset Management
Pennsylvania
$5K – – –
KC
1510
Knuff & Co
California
$5K +$4.84K +85 New
RCC
1511
Red Cedar Capital
Nebraska
$4K -$11.1K -195 -75%
PC
1512
Permanens Capital
New York
$4K – – –
CG
1513
Cutler Group
California
$3K -$145K -2,546 -98%
OSNBOA
1514
Old Second National Bank of Aurora
Illinois
$3K -$9.22K -162 -76%
MIM
1515
Macroview Investment Management
Maryland
$3K – – –
PCA
1516
Providence Capital Advisors
North Carolina
$3K +$3.3K +58 New
BC
1517
Barnett & Company
Tennessee
$2K -$8.08K -142 -84%
CCM
1518
Copeland Capital Management
Pennsylvania
$2K – – –
PG
1519
Proffitt & Goodson
Tennessee
$2K – – –
JCM
1520
Julex Capital Management
Massachusetts
$2K +$683 +12 +41%
QCMC
1521
Quantum Capital Management (California)
California
$2K +$1.71K +30 New
AM
1522
Atwater Malick
Pennsylvania
$2K +$1.88K +33 New
NL
1523
NVWM LLC
Pennsylvania
$1K -$405K -7,110 -100%
PFO
1524
Pathstone Family Office
New Jersey
$1K -$41K -720 -97%
BHWM
1525
Bay Harbor Wealth Management
Maryland
$1K – – –
59 60
61
62 63