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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2576
Ironwood Financial
Arizona
$167K – – –
VC
2577
Vestor Capital
Illinois
$163K +$11.2K +200 +7%
EI
2578
Ellevest Inc
New York
$161K +$19.3K +344 +13%
DWP
2579
Destiny Wealth Partners
Florida
$156K +$161K +2,874 New
FCM
2580
Firestone Capital Management
Florida
$155K – – –
TIM
2581
Tortoise Investment Management
New York
$154K -$18.7K -333 -11%
PCFFS
2582
Pacific Center for Financial Services
California
$154K +$28.1K +500 +21%
CWC
2583
Carolinas Wealth Consulting
North Carolina
$153K -$37.7K -672 -19%
TFM
2584
TFC Financial Management
Massachusetts
$153K +$11.4K +203 +8%
CFG
2585
CKW Financial Group
Hawaii
$151K – – –
TF
2586
TimeScale Financial
Massachusetts
$150K +$842 +15 +0.5%
CFA
2587
Cahill Financial Advisors
Minnesota
$145K +$150K +2,672 New
JIR
2588
James Investment Research
Ohio
$144K -$64.2K -1,145 -30%
GIA
2589
Goodwin Investment Advisory
Georgia
$142K +$56.1K +1,000 +62%
SC
2590
Solstein Capital
California
$138K +$7.29K +130 +5%
KPCM
2591
Kings Point Capital Management
New York
$135K +$21.5K +384 +18%
AS
2592
Altshuler Shaham
Israel
$132K +$57.4K +1,023 +73%
LFG
2593
Larson Financial Group
Missouri
$132K +$72.8K +1,298 +115%
HFM
2594
Hartford Financial Management
Connecticut
$127K +$2.81K +50 +2%
JPLA
2595
Joseph P. Lucia & Associates
New York
$126K -$9.48K -169 -7%
SFP
2596
Sterling Financial Planning
New Jersey
$126K +$31K +553 +31%
T
2597
TOBAM
France
$126K +$39.6K +705 +44%
CC
2598
Corsicana & Co
Texas
$120K – – –
RCA
2599
Ranch Capital Advisors
Florida
$120K +$21.5K +383 +21%
LS
2600
Leelyn Smith
Illinois
$117K -$1.57K -28 -1%
102 103
104
105 106