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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
901
Ellevest Inc
New York
$224K +$167K +1,380 New
PVI
902
Pine Valley Investments
New Jersey
$223K +$167K +1,378 New
TWC
903
TD Waterhouse Canada
Ontario, Canada
$223K +$12.1K +100 +7%
SAG
904
SageView Advisory Group
California
$219K +$164K +1,351 New
ESB
905
Essex Savings Bank
Connecticut
$217K +$162K +1,336 New
LOWM
906
Laurel Oak Wealth Management
New Jersey
$215K +$161K +1,328 New
RCM
907
Richardson Capital Management
Wisconsin
$215K – – –
ACA
908
American Capital Advisory
Idaho
$214K -$23.8K -196 -13%
EFS
909
Essex Financial Services
Connecticut
$214K +$160K +1,322 New
SVWAG
910
Sound View Wealth Advisors Group
Georgia
$214K +$160K +1,320 New
MWM
911
Mission Wealth Management
California
$214K +$160K +1,320 New
SWA
912
SFMG Wealth Advisors
Texas
$213K +$159K +1,315 New
AWMG
913
Alliance Wealth Management Group
New Jersey
$212K +$159K +1,310 New
TCM
914
Towercrest Capital Management
Pennsylvania
$212K +$159K +1,310 New
PWM
915
Paulson Wealth Management
Illinois
$212K +$159K +1,309 New
HP
916
Hilltop Partners
Indiana
$212K +$159K +1,307 New
WG
917
Welch Group
Alabama
$211K +$158K +1,300 New
PCIA
918
Prime Capital Investment Advisors
Kansas
$210K +$157K +1,296 New
BWM
919
Braeburn Wealth Management
Michigan
$210K +$157K +1,295 New
BFA
920
Brendel Financial Advisors
New Hampshire
$210K +$157K +1,295 New
CWS
921
Confluence Wealth Services
Pennsylvania
$209K +$157K +1,292 New
BPAMU
922
BTG Pactual Asset Management US
New York
$209K +$156K +1,289 New
BBFA
923
Brindle & Bay Financial Advisors
Texas
$207K +$155K +1,280 New
RFP
924
Root Financial Partners
California
$206K +$11.9K +98 +8%
PW
925
PUREfi Wealth
Massachusetts
$205K +$154K +1,267 New
35 36
37
38 39