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Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1501
Duncker Streett & Co
Missouri
$61K – – –
AFS
1502
Annapolis Financial Services
Maryland
$57K – – –
WAS
1503
Winch Advisory Services
Wisconsin
$57K +$3.41K +16 +7%
RCM
1504
Raleigh Capital Management
North Carolina
$56K – – –
PWM
1505
Prentice Wealth Management
New York
$56K +$52.3K +245 New
WWP
1506
WR Wealth Planners
Missouri
$55.4K – – –
ADL
1507
Asset Dedication LLC
California
$55K -$11.5K -54 -18%
RIM
1508
Rockbridge Investment Management
New York
$53.1K – – –
TFP
1509
Tilia Fiduciary Partners
North Carolina
$53K -$28.4K -133 -36%
CA
1510
Centerpoint Advisors
Massachusetts
$52K – – –
NL
1511
NVWM LLC
Pennsylvania
$51K – – –
PCG
1512
Private Capital Group
Connecticut
$48K -$4.48K -21 -9%
JWA
1513
JFS Wealth Advisors
Pennsylvania
$47K -$2.35K -11 -5%
WIM
1514
Westside Investment Management
California
$46.7K -$28.8K -135 -2%
NIC
1515
Northwest Investment Counselors
Oregon
$46K – – –
CFO
1516
CVA Family Office
Colorado
$46K +$30.9K +145 +242%
FC
1517
Family CFO
California
$45.3K – – –
LFASL
1518
Lugano Financial Advisors SA (LFA)
Switzerland
$45K +$42.7K +200 New
GFPC
1519
Global Financial Private Client
Florida
$44.7K – – –
CBT
1520
Central Bank & Trust
Kentucky
$44K -$30.9K -145 -43%
PCTC
1521
Perkins Coie Trust Company
Washington
$43K – – –
WB
1522
West Bancorporation
Iowa
$42K – – –
LB
1523
Legacy Bridge
Iowa
$41K – – –
WWMSC
1524
Wagner Wealth Management (South Carolina)
South Carolina
$41K +$38.8K +182 New
BWL
1525
Bogart Wealth LLC
Virginia
$40K -$6.4K -30 -15%
59 60
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62 63