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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1101
Accordant Advisory Group
Maryland
$18.2K +$18K +200 New
FRA
1102
Front Row Advisors
California
$17.7K – – –
DWP
1103
Destiny Wealth Partners
Florida
$17.7K +$17.5K +195 New
EWM
1104
Evolution Wealth Management
Florida
$17.2K – – –
JGCM
1105
Joseph Group Capital Management
Ohio
$16.8K +$9.16K +102 +123%
KAS
1106
Kemnay Advisory Services
New York
$16.4K +$988 +11 +7%
MWM
1107
Mascoma Wealth Management
New Hampshire
$16.2K +$449 +5 +3%
SR
1108
Swiss Re
Switzerland
$16.1K – – –
IAAG
1109
Innovative Asset Advisors Group
Connecticut
$16.1K +$15.9K +177 New
HFM
1110
Hartford Financial Management
Connecticut
$15.9K – – –
ACA
1111
American Capital Advisory
Idaho
$15.7K +$449 +5 +3%
AEPWM
1112
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
BP
1113
BNP Paribas
France
$15.7K – – –
PWMG
1114
Prestige Wealth Management Group
New Jersey
$15.5K – – –
JSAM
1115
J. Safra Asset Management
New York
$15.2K -$988 -11 -6%
FPF
1116
First Pacific Financial
Washington
$15.1K +$90 +1 +0.6%
LFASL
1117
Lugano Financial Advisors SA (LFA)
Switzerland
$15K – – –
JFA
1118
JNBA Financial Advisors
Minnesota
$14.9K – – –
BWL
1119
Bogart Wealth LLC
Virginia
$14.8K +$3.41K +38 +30%
TGY2IT
1120
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$14.6K +$14.4K +160 New
SIS
1121
Strategic Investment Solutions
Illinois
$14.4K +$90 +1 +0.6%
MWM
1122
Mosley Wealth Management
California
$14.3K +$14.1K +157 New
AFG
1123
Albion Financial Group
Utah
$13.8K – – –
WA
1124
Whipplewood Advisors
Colorado
$13.7K +$13.5K +150 New
HWP
1125
Highline Wealth Partners
California
$13.5K +$4.04K +45 +44%
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