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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1301
Guidant Wealth Advisors
Illinois
$60K -$5.2K -21 -7%
AWM
1302
Aevitas Wealth Management
Massachusetts
$60K +$52.3K +211 +384%
TDC
1303
Thompson Davis & Co
Virginia
$58K -$17.3K -70 -21%
TFS
1304
TrustCore Financial Services
Tennessee
$58K +$24.8K +100 +65%
KJWM
1305
Kiley Juergens Wealth Management
Washington
$57K +$62.4K +252 New
ACA
1306
Atlas Capital Advisors
Wyoming
$55.9K -$370K -1,492 -86%
EFSCE
1307
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$2.73K +11 +5%
BWA
1308
BDO Wealth Advisors
Florida
$51K -$37.2K -150 -40%
ADL
1309
Asset Dedication LLC
California
$51K – – –
NSIM
1310
North Star Investment Management
Illinois
$50K – – –
MSA
1311
Marino Stram & Associates
Massachusetts
$49K +$6.94K +28 +15%
BWL
1312
Bogart Wealth LLC
Virginia
$48K – – –
NCM
1313
Nelson Capital Management
California
$47K -$24.8K -100 -32%
NC
1314
NewSquare Capital
Pennsylvania
$47K – – –
GAM
1315
Gemmer Asset Management
California
$46K – – –
SFM
1316
Signet Financial Management
New Jersey
$46K – – –
WEC
1317
Winslow Evans & Crocker
Massachusetts
$46K – – –
QCIG
1318
Quad-Cities Investment Group
Iowa
$46K +$50.3K +203 New
PCA
1319
Providence Capital Advisors
North Carolina
$45K – – –
CI
1320
CX Institutional
Indiana
$45K +$49.5K +200 New
MPWT
1321
MassMutual Private Wealth & Trust
Connecticut
$44.5K +$4.71K +19 +11%
DWM
1322
Destination Wealth Management
California
$44K -$26.8K -108 -36%
EA
1323
Edge Advisors
Georgia
$44K -$743 -3 -2%
PCTC
1324
Perkins Coie Trust Company
Washington
$43K – – –
FAM
1325
Fred Alger Management
New York
$42K -$39.8M -160,499 -100%
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