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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2101
Navigoe Wealth Management
California
$53K – – –
TFM
2102
TFC Financial Management
Massachusetts
$52.2K -$2.88K -32 -5%
BC
2103
Bayforest Capital
United Kingdom
$52K +$52.2K +580 New
WA
2104
Whipplewood Advisors
Colorado
$49.9K -$13.3K -148 -21%
DAM
2105
Delta Asset Management
Tennessee
$49.7K -$135K -1,500 -73%
MWA
2106
Miller Wealth Advisors
Colorado
$49.2K +$450 +5 +0.9%
C
2107
Covestor
United Kingdom
$49K -$32K -356 -39%
SC
2108
Steph & Co
Wisconsin
$48K – – –
CG
2109
Curat Global
New Hampshire
$45.8K – – –
PCA
2110
PMV Capital Advisers
Texas
$45.7K – – –
GK
2111
Graney & King
New York
$45.5K +$450 +5 +1%
SO
2112
Sierra Ocean
California
$45.3K +$24.6K +273 +118%
RF
2113
Robinswood Financial
Washington
$44.9K +$18.3K +203 +68%
TC
2114
Tacita Capital
Ontario, Canada
$43.3K +$2.97K +33 +7%
CMP
2115
Coston McIsaac & Partners
Maine
$43K – – –
PCFFS
2116
Pacific Center for Financial Services
California
$41.8K -$4.59K -51 -10%
PWMA
2117
Pension & Wealth Management Advisors
Massachusetts
$40.8K +$1.53K +17 +4%
PGAM
2118
Princeton Global Asset Management
New Jersey
$40.2K -$15K -167 -27%
GIM
2119
Gold Investment Management
Alberta, Canada
$40.2K – – –
SL
2120
Salomon & Ludwin
Virginia
$39.2K – – –
TCM
2121
Traub Capital Management
Massachusetts
$38.3K +$38.3K +426 New
SWIM
2122
Smallwood Wealth Investment Management
New Jersey
$38.1K – – –
T
2123
Transce3nd
Texas
$37.8K +$7.65K +85 +25%
DPW
2124
DiNuzzo Private Wealth
Pennsylvania
$37.7K +$5.4K +60 +17%
NRG
2125
Nemes Rush Group
Michigan
$37.6K +$10.5K +117 +39%
83 84
85
86 87