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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1126
Tarbox Family Office
California
$16K -$14.3K -114 -51%
WOC
1127
West Oak Capital
California
$16K – – –
WPA
1128
West Paces Advisors
Georgia
$15.1K – – –
EI
1129
Ellevest Inc
New York
$14K -$25K -199 -66%
CMBA
1130
C.M. Bidwell & Associates
Hawaii
$14K – – –
GG
1131
Gleason Group
Kentucky
$14K – – –
MAM
1132
Marquette Asset Management
Minnesota
$14K – – –
SCM
1133
Silvant Capital Management
Georgia
$14K – – –
CWC
1134
Carolinas Wealth Consulting
North Carolina
$14K +$12.1K +96 New
GAM
1135
Gemmer Asset Management
California
$12K -$503 -4 -4%
CI
1136
CX Institutional
Indiana
$12K +$4.15K +33 +60%
CM
1137
Caption Management
Oklahoma
$11K +$10.3K +82 New
TFS
1138
TrustCore Financial Services
Tennessee
$10K -$37.7K -300 -80%
FPFS
1139
First Personal Financial Services
North Carolina
$10K – – –
PO
1140
Private Ocean
California
$10K – – –
MPWT
1141
MassMutual Private Wealth & Trust
Connecticut
$9K -$13K -103 -62%
BHWM
1142
Bay Harbor Wealth Management
Maryland
$9K – – –
MA
1143
MCF Advisors
Kentucky
$9K – – –
APWA
1144
Atlas Private Wealth Advisors
New Jersey
$9K +$7.93K +63 New
TCCM
1145
Timber Creek Capital Management
Massachusetts
$8K – – –
FP
1146
Financial Perspectives
Minnesota
$7.71K -$6.92K -55 -50%
CMA
1147
Cedar Mountain Advisors
Oregon
$7K – – –
VNA
1148
Valley National Advisers
Pennsylvania
$7K – – –
RWM
1149
Raffa Wealth Management
District of Columbia
$6.45K – – –
EWM
1150
Endurance Wealth Management
Rhode Island
$6K -$18.9K -150 -79%
44 45
46
47 48