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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2551
Prestige Wealth Management Group
New Jersey
$185K -$25.5K -485 -12%
CWC
2552
Carolinas Wealth Consulting
North Carolina
$185K +$526 +10 +0.3%
RIM
2553
Rockbridge Investment Management
New York
$184K – – –
GC
2554
Grace Capital
Massachusetts
$183K -$307K -5,830 -63%
JWA
2555
JFS Wealth Advisors
Pennsylvania
$178K -$8.42K -160 -5%
TFGT
2556
TS Financial Group (TSFG)
Illinois
$173K +$15.2K +289 +10%
VCM
2557
Versant Capital Management
Arizona
$168K -$3.84K -73 -2%
TIM
2558
Tortoise Investment Management
New York
$167K +$18.6K +353 +13%
MCM
2559
MV Capital Management
Maryland
$165K +$32.5K +618 +25%
IF
2560
Ironwood Financial
Arizona
$163K +$6.63K +126 +4%
PP
2561
PrairieView Partners
Minnesota
$160K – – –
WIA
2562
Wealthstreet Investment Advisors
Texas
$158K -$5.64M -107,271 -97%
FMTCOCP
2563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K +$25.3K +480 +19%
FCM
2564
Firestone Capital Management
Florida
$155K -$32.5K -617 -17%
FFA
2565
Freedman Financial Associates
Massachusetts
$155K -$21K -400 -12%
VC
2566
Vestor Capital
Illinois
$148K +$7.36K +140 +5%
CFG
2567
CKW Financial Group
Hawaii
$147K +$34K +647 +31%
TF
2568
TimeScale Financial
Massachusetts
$146K +$894 +17 +0.6%
TFM
2569
TFC Financial Management
Massachusetts
$138K +$210 +4 +0.2%
EI
2570
Ellevest Inc
New York
$138K +$30.4K +577 +28%
MWC
2571
MBM Wealth Consultants
Missouri
$135K -$2.68K -51 -2%
JPLA
2572
Joseph P. Lucia & Associates
New York
$132K +$25.8K +490 +25%
SC
2573
Solstein Capital
California
$127K – – –
SWG
2574
Summit Wealth Group
Vermont
$127K +$4.1K +78 +3%
IPW
2575
IronBridge Private Wealth
Texas
$126K +$473 +9 +0.4%
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