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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
1951
Lugano Financial Advisors SA (LFA)
Switzerland
$14.5K – – –
EWM
1952
Evermay Wealth Management
Virginia
$14.1K +$12.1K +136 New
CCM
1953
Chilton Capital Management
Texas
$14K -$2.77K -31 -19%
HIA
1954
HFM Investment Advisors
New Jersey
$13.3K +$1.96K +22 +21%
AAG
1955
Accordant Advisory Group
Maryland
$12.9K – – –
MWA
1956
Miller Wealth Advisors
Colorado
$12.9K – – –
FMB
1957
Field & Main Bank
Kentucky
$12.9K +$11.2K +125 New
EIP
1958
Essential Investment Partners
Colorado
$12.4K – – –
BWM
1959
Bernard Wealth Management
Michigan
$12.1K – – –
GTAM
1960
Global Trust Asset Management
Florida
$12.1K -$24.1K -270 -70%
CF
1961
Collier Financial
Colorado
$11.2K – – –
DWS
1962
Dynamic Wealth Strategies
California
$11.1K – – –
IWM
1963
IMG Wealth Management
Florida
$11.1K +$3.04K +34 +47%
IPS
1964
Investors Portfolio Services
Washington
$11K -$29.5K -330 -76%
PCM
1965
Penserra Capital Management
California
$11K +$268 +3 +3%
HCM
1966
Horrell Capital Management
Arkansas
$10.3K – – –
RCM
1967
Richardson Capital Management
Wisconsin
$10.3K – – –
VR
1968
Vision Retirement
New Jersey
$10.3K – – –
KFP
1969
Kerr Financial Planning
California
$9.97K +$89 +1 +1%
HCM
1970
Hollencrest Capital Management
California
$9.88K -$6.61K -74 -44%
AWM
1971
Abound Wealth Management
Tennessee
$9.51K -$16.3K -183 -67%
CFP
1972
Comprehensive Financial Planning
Pennsylvania
$9.41K – – –
MAM
1973
Marquette Asset Management
Minnesota
$9.31K -$4.11K -46 -34%
GSEP
1974
Golden State Equity Partners
California
$9.21K -$865K -9,687 -99%
POIA
1975
Pin Oak Investment Advisors
Texas
$9K +$1.16K +13 +18%
77 78
79
80 81