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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
851
Pacific Center for Financial Services
California
$19K – – –
APWM
852
Atlas Private Wealth Management
New York
$19K +$17.9K +110 New
JSC
853
Jackson Square Capital
California
$19K +$18.7K +115 New
CYG
854
Clean Yield Group
Vermont
$18K – – –
EWA
855
Evolution Wealth Advisors
Florida
$18K +$8.13K +50 +91%
GG
856
Gleason Group
Kentucky
$18K +$17.7K +109 New
AA
857
AlphaMark Advisors
Kentucky
$17K – – –
PP
858
Pacifica Partners
Canada
$17K +$16.3K +100 New
HWM
859
HighMark Wealth Management
Minnesota
$17K +$16.9K +104 New
CIA
860
Cascade Investment Advisors
Oregon
$16.8K – – –
CHA
861
Carmichael Hill & Associates
Maryland
$16K +$15.1K +93 New
TL
862
TrueWealth LLC
Georgia
$15K – – –
GWS
863
Glassman Wealth Services
Virginia
$15K +$1.14K +7 +9%
SFG
864
Sowa Financial Group
Rhode Island
$15K +$14.5K +89 New
IWP
865
IAG Wealth Partners
Wisconsin
$14K +$13.5K +83 New
EWM
866
Endurance Wealth Management
Rhode Island
$14K +$14K +86 New
RWM
867
Raffa Wealth Management
District of Columbia
$13.5K – – –
HCA
868
Horan Capital Advisors
Ohio
$13K – – –
NSIM
869
North Star Investment Management
Illinois
$12K -$8.45K -52 -41%
VNA
870
Valley National Advisers
Pennsylvania
$12K – – –
APC
871
Aspire Private Capital
North Carolina
$12K +$3.58K +22 +44%
FPB
872
First PREMIER Bank
South Dakota
$11K – – –
HDIM
873
Hanson & Doremus Investment Management
Vermont
$10K – – –
WCG
874
Weaver Consulting Group
California
$10K – – –
Federated Hermes
875
Federated Hermes
Pennsylvania
$10K +$1.79K +11 +22%