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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
901
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K -$485K -4,000 -74%
OAS
902
Optivise Advisory Services
Tennessee
$225K +$168K +1,388 New
CMBA
903
C.M. Bidwell & Associates
Hawaii
$224K – – –
OR
904
Olympiad Research
Connecticut
$224K +$168K +1,383 New
PWG
905
Portside Wealth Group
Utah
$224K +$168K +1,382 New
EI
906
Ellevest Inc
New York
$224K +$167K +1,380 New
PVI
907
Pine Valley Investments
New Jersey
$223K +$167K +1,378 New
TWC
908
TD Waterhouse Canada
Ontario, Canada
$223K +$12.1K +100 +7%
SAG
909
SageView Advisory Group
California
$219K +$164K +1,351 New
ESB
910
Essex Savings Bank
Connecticut
$217K +$162K +1,336 New
LOWM
911
Laurel Oak Wealth Management
New Jersey
$215K +$161K +1,328 New
RCM
912
Richardson Capital Management
Wisconsin
$215K – – –
ACA
913
American Capital Advisory
Idaho
$214K -$23.8K -196 -13%
EFS
914
Essex Financial Services
Connecticut
$214K +$160K +1,322 New
SVWAG
915
Sound View Wealth Advisors Group
Georgia
$214K +$160K +1,320 New
MWM
916
Mission Wealth Management
California
$214K +$160K +1,320 New
SWA
917
SFMG Wealth Advisors
Texas
$213K +$159K +1,315 New
AWMG
918
Alliance Wealth Management Group
New Jersey
$212K +$159K +1,310 New
TCM
919
Towercrest Capital Management
Pennsylvania
$212K +$159K +1,310 New
PWM
920
Paulson Wealth Management
Illinois
$212K +$159K +1,309 New
HP
921
Hilltop Partners
Indiana
$212K +$159K +1,307 New
WG
922
Welch Group
Alabama
$211K +$158K +1,300 New
PCIA
923
Prime Capital Investment Advisors
Kansas
$210K +$157K +1,296 New
BWM
924
Braeburn Wealth Management
Michigan
$210K +$157K +1,295 New
BFA
925
Brendel Financial Advisors
New Hampshire
$210K +$157K +1,295 New
35 36
37
38 39