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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1951
Evermay Wealth Management
Virginia
$12.8K – – –
SSG
1952
Summit Securities Group
New York
$12.8K -$273K -787 -96%
MWA
1953
Medallion Wealth Advisors
Connecticut
$12.5K -$2.78K -8 -19%
HIMS
1954
Hager Investment Management Services
New Hampshire
$12.5K -$347 -1 -3%
SG
1955
Sankala Group
Colorado
$12.1K – – –
SIS
1956
Strategic Investment Solutions
Illinois
$11.9K – – –
VWA
1957
VSM Wealth Advisory
Maryland
$11.9K – – –
BHWM
1958
Bay Harbor Wealth Management
Maryland
$11.8K +$3.12K +9 +38%
ACA
1959
American Capital Advisory
Idaho
$11.8K +$694 +2 +6%
BDPWM
1960
Barnes Dennig Private Wealth Management
Ohio
$11.4K +$11.1K +32 New
CF
1961
Collier Financial
Colorado
$10.7K – – –
CWP
1962
Clark Wealth Partners
Illinois
$10.4K – – –
CWM
1963
Copia Wealth Management
Oregon
$10.4K – – –
NWS
1964
Nvest Wealth Strategies
Ohio
$10.3K +$694 +2 +7%
PAI
1965
Pittenger & Anderson Inc
Nebraska
$9.62K – – –
HFS
1966
Hughes Financial Services
Virginia
$9.62K +$1.04K +3 +13%
GFA
1967
Godfrey Financial Associates
New York
$9.26K +$347 +1 +4%
AFC
1968
Ares Financial Consulting
California
$8.98K – – –
API
1969
Asset Planning Inc
California
$8.9K – – –
MAS
1970
MPWM Advisory Solutions
Georgia
$8.9K – – –
RWM
1971
Raffa Wealth Management
District of Columbia
$8.9K +$694 +2 +9%
EFMH
1972
E Fund Management (HK)
Hong Kong
$8.55K +$7.64K +22 +1,100%
SVCP
1973
Silicon Valley Capital Partners
California
$8.21K – – –
GWM
1974
Gilpin Wealth Management
Colorado
$8.19K – – –
MAFA
1975
MJT & Associates Financial Advisory
Minnesota
$8.19K +$7.98K +23 New
77 78
79
80 81