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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
801
Front Row Advisors
California
$65K – – –
AWM
802
Atticus Wealth Management
Florida
$64K +$719 +17 +1%
BSAM
803
Blue Square Asset Management
New York
$64K +$51.7K +1,222 New
TCM
804
Tradewinds Capital Management
Washington
$62K +$13.4K +318 +37%
KWM
805
Keebeck Wealth Management
Illinois
$60K +$48.6K +1,149 New
TWA
806
TCI Wealth Advisors
Arizona
$59K +$2.88K +68 +6%
BWP
807
Baldwin Wealth Partners
Massachusetts
$57K – – –
BWA
808
BDO Wealth Advisors
Florida
$53K – – –
CYG
809
Clean Yield Group
Vermont
$53K – – –
HIIFS
810
Harel Insurance Investments & Financial Services
Israel
$53K +$30.2K +715 +235%
NSIM
811
North Star Investment Management
Illinois
$52K – – –
LWM
812
Lenox Wealth Management
Ohio
$52K +$42K +993 New
HWA
813
Heritage Wealth Advisors
Virginia
$51.9K – – –
SWA
814
Sutton Wealth Advisors
Florida
$50.8K +$1.82K +43 +5%
FMII
815
Farmers & Merchants Investments Inc
Nebraska
$50K – – –
KPW
816
Kore Private Wealth
New York
$49K -$19.6K -464 -33%
FCB
817
First Command Bank
Texas
$49K – – –
FCFS
818
First Command Financial Services
Texas
$49K – – –
CT
819
Caldwell Trust
Florida
$49K – – –
RWM
820
Raffa Wealth Management
District of Columbia
$47.8K – – –
ZB
821
Zions Bancorporation
Utah
$46K -$761 -18 -2%
AWM
822
AllSquare Wealth Management
New York
$45K – – –
LC
823
Lindbrook Capital
California
$45K +$1.65K +39 +5%
RWG
824
Regal Wealth Group
California
$44K +$127 +3 +0.4%
WLPWM
825
Walled Lake Planning & Wealth Management
Illinois
$43K +$42 +1 +0.1%
31 32
33
34 35