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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1301
Shine Investment Advisory Services
Colorado
$62K -$41.9K -169 -38%
TC
1302
Trust Company
Kansas
$61K +$4.95K +20 +8%
GWA
1303
Guidant Wealth Advisors
Illinois
$60K -$5.2K -21 -7%
AWM
1304
Aevitas Wealth Management
Massachusetts
$60K +$52.3K +211 +384%
TDC
1305
Thompson Davis & Co
Virginia
$58K -$17.3K -70 -21%
TFS
1306
TrustCore Financial Services
Tennessee
$58K +$24.8K +100 +65%
KJWM
1307
Kiley Juergens Wealth Management
Washington
$57K +$62.4K +252 New
ACA
1308
Atlas Capital Advisors
Wyoming
$55.9K -$370K -1,492 -86%
EFSCE
1309
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$2.73K +11 +5%
BWA
1310
BDO Wealth Advisors
Florida
$51K -$37.2K -150 -40%
ADL
1311
Asset Dedication LLC
California
$51K – – –
NSIM
1312
North Star Investment Management
Illinois
$50K – – –
MSA
1313
Marino Stram & Associates
Massachusetts
$49K +$6.94K +28 +15%
BWL
1314
Bogart Wealth LLC
Virginia
$48K – – –
NCM
1315
Nelson Capital Management
California
$47K -$24.8K -100 -32%
NC
1316
NewSquare Capital
Pennsylvania
$47K – – –
GAM
1317
Gemmer Asset Management
California
$46K – – –
SFM
1318
Signet Financial Management
New Jersey
$46K – – –
WEC
1319
Winslow Evans & Crocker
Massachusetts
$46K – – –
QCIG
1320
Quad-Cities Investment Group
Iowa
$46K +$50.3K +203 New
PCA
1321
Providence Capital Advisors
North Carolina
$45K – – –
CI
1322
CX Institutional
Indiana
$45K +$49.5K +200 New
MPWT
1323
MassMutual Private Wealth & Trust
Connecticut
$44.5K +$4.71K +19 +11%
DWM
1324
Destination Wealth Management
California
$44K -$26.8K -108 -36%
EA
1325
Edge Advisors
Georgia
$44K -$743 -3 -2%
51 52
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