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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2301
Raffa Wealth Management
District of Columbia
$178K +$3.01K +69 +2%
SC
2302
Steph & Co
Wisconsin
$178K +$170K +3,903 +635%
LAS
2303
Lloyd Advisory Services
Georgia
$172K -$18.2K -417 -9%
BCM
2304
Blume Capital Management
California
$168K – – –
JWM
2305
Janiczek Wealth Management
Colorado
$167K +$17.7K +406 +11%
ME
2306
McIlrath & Eck
Washington
$165K +$4.45K +102 +3%
NICM
2307
Neo Ivy Capital Management
New York
$164K +$182K +4,174 New
BHWM
2308
Bay Harbor Wealth Management
Maryland
$162K -$82.8K -1,899 -32%
ARMC
2309
American Research & Management Company
Massachusetts
$158K +$44 +1 +0%
TFM
2310
TFC Financial Management
Massachusetts
$156K +$173K +3,969 New
MHR
2311
Matthew Hamilton Rosenberg
$153K – – –
MWC
2312
MBM Wealth Consultants
Missouri
$150K -$14.3K -328 -8%
PS
2313
Planned Solutions
California
$150K +$166K +3,804 New
KC
2314
Knuff & Co
California
$149K +$25.7K +590 +19%
JWA
2315
JFS Wealth Advisors
Pennsylvania
$146K -$4.36K -100 -3%
NFSG
2316
Newbridge Financial Services Group
Florida
$140K +$155K +3,565 New
VCM
2317
Versant Capital Management
Arizona
$136K -$68.2K -1,564 -31%
SWM
2318
Sugarloaf Wealth Management
Georgia
$133K +$87 +2 +0.1%
TFGT
2319
TS Financial Group (TSFG)
Illinois
$132K -$59.1K -1,355 -29%
RIM
2320
Rockbridge Investment Management
New York
$132K -$32.9K -754 -18%
MF
2321
Manchester Financial
California
$131K – – –
SQA
2322
Simon Quick Advisors
New Jersey
$131K +$18.6K +426 +15%
LFASL
2323
Lugano Financial Advisors SA (LFA)
Switzerland
$128K – – –
MWP
2324
Meridian Wealth Partners
Pennsylvania
$125K +$5.84K +134 +4%
FCM
2325
Firestone Capital Management
Florida
$122K +$27.6K +634 +26%
91 92
93
94 95