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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1476
RMR Wealth Builders
New Jersey
$27K +$28.5K +103 New
NFSG
1477
Newbridge Financial Services Group
Florida
$26K -$27.7K -100 -50%
MAM
1478
Marquette Asset Management
Minnesota
$26K – – –
PS
1479
Planned Solutions
California
$26K – – –
GG
1480
Gleason Group
Kentucky
$26K +$277 +1 +1%
CFO
1481
CVA Family Office
Colorado
$26K +$27.7K +100 New
VRM
1482
Vectors Research Management
New York
$26K +$27.7K +100 New
SCM
1483
Silvant Capital Management
Georgia
$25K – – –
1IA
1484
1834 Investment Advisors
Wisconsin
$25K +$6.09K +22 +29%
TFS
1485
TrustCore Financial Services
Tennessee
$23K – – –
GAM
1486
Gemmer Asset Management
California
$22K – – –
GA
1487
GoalVest Advisory
New York
$21K +$22.7K +82 New
HWM
1488
HighMark Wealth Management
Minnesota
$20K -$29.1K -105 -57%
PO
1489
Private Ocean
California
$19K – – –
DOA
1490
D'Orazio & Associates
Virginia
$19K +$13.8K +50 +200%
BSSFA
1491
Baron Silver Stevens Financial Advisors
Florida
$19K +$20.8K +75 New
FPCG
1492
Fort Pitt Capital Group
Pennsylvania
$19K +$20.8K +75 New
BHWM
1493
Bay Harbor Wealth Management
Maryland
$17K – – –
FPS
1494
Fieldpoint Private Securities
Connecticut
$16K +$16.6K +60 New
GLLW
1495
Graves Light Lenhart Wealth
Virginia
$16K +$16.6K +60 New
PAI
1496
Pittenger & Anderson Inc
Nebraska
$15K +$5.82K +21 +57%
ADIM
1497
Alpha DNA Investment Management
Maryland
$15K +$16.1K +58 New
IHWM
1498
Iron Horse Wealth Management
Iowa
$15K +$16.1K +58 New
FP
1499
Financial Perspectives
Minnesota
$14.3K – – –
RWM
1500
Raffa Wealth Management
District of Columbia
$13.5K – – –
58 59
60
61 62