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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1951
Bogart Wealth LLC
Virginia
$9K +$10.3K +100 +5,000%
HFA
1952
HC Financial Advisors
California
$8K – – –
MCA
1953
Maryland Capital Advisors
Maryland
$8K – – –
OCM
1954
Orion Capital Management
California
$8K – – –
PG
1955
Proffitt & Goodson
Tennessee
$8K – – –
FWA
1956
FSC Wealth Advisors
New York
$8K +$8.86K +86 New
RA
1957
Rise Advisors
New York
$8K +$8.96K +87 New
WWMSC
1958
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$9.69K +94 New
GWA
1959
Gibson Wealth Advisors
Texas
$7K -$10.3K -100 -57%
EL
1960
EMFO LLC
Florida
$7K – – –
SPWG
1961
Sage Private Wealth Group
Illinois
$7K – – –
MBFW
1962
Morton Brown Family Wealth
Pennsylvania
$7K +$8.04K +78 New
EI
1963
Ellevest Inc
New York
$7K +$8.35K +81 New
FCG
1964
Financial Connections Group
California
$5K – – –
PCFFS
1965
Pacific Center for Financial Services
California
$5K +$5.25K +51 New
FBC
1966
Fairfield, Bush & Co
Connecticut
$5K +$5.36K +52 New
JGIA
1967
Jackson Grant Investment Advisers
Connecticut
$5K +$5.56K +54 New
AS
1968
Altshuler Shaham
Israel
$4K -$1.44K -14 -25%
OSNBOA
1969
Old Second National Bank of Aurora
Illinois
$4K – – –
S
1970
Surevest
California
$4K – – –
UIA
1971
Ulland Investment Advisors
Minnesota
$4K – – –
LPWM
1972
Lake Point Wealth Management
Texas
$4K +$515 +5 +13%
TJHA
1973
Thomas J. Herzfeld Advisors
Florida
$4K +$2.99K +29 +207%
MCM
1974
Manchester Capital Management
Vermont
$4K +$4.12K +40 New
TCM
1975
Tradewinds Capital Management
Washington
$3K -$57.9K -562 -94%
77 78
79
80 81