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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1701
Copeland Capital Management
Pennsylvania
$14K – – –
VC
1702
Veracity Capital
Georgia
$14K +$13.7K +407 New
IWP
1703
IAG Wealth Partners
Wisconsin
$13K -$15.9K -472 -56%
TFO
1704
Tarbox Family Office
California
$13K -$4.08K -121 -24%
CIAS
1705
CBIZ Investment Advisory Services
Ohio
$13K – – –
IF
1706
Ironwood Financial
Arizona
$13K – – –
KAS
1707
Kemnay Advisory Services
New York
$13K – – –
MWC
1708
MBM Wealth Consultants
Missouri
$13K – – –
TC
1709
Truvestments Capital
Florida
$13K +$1.89K +56 +17%
RFWA
1710
RPg Family Wealth Advisory
Massachusetts
$12.9K -$1.69K -50 -12%
RAM
1711
Riggs Asset Management
Pennsylvania
$12K +$337 +10 +3%
MIM
1712
Macroview Investment Management
Maryland
$12K +$708 +21 +6%
AWM
1713
Atticus Wealth Management
Florida
$11K -$52K -1,542 -83%
PPW
1714
Pasadena Private Wealth
California
$11K -$978 -29 -8%
RBC
1715
Roble Belko & Company
Pennsylvania
$11K – – –
MLFP
1716
MPS Loria Financial Planners
Illinois
$11K +$11.1K +328 New
SWA
1717
Sutton Wealth Advisors
Florida
$10.6K -$2.46K -73 -19%
MWA
1718
MFA Wealth Advisors
Pennsylvania
$10.2K +$10.2K +301 New
BL
1719
Balentine LLC
Georgia
$10K -$18.5K -549 -64%
FWM
1720
FSA Wealth Management
Massachusetts
$10K -$2.7K -80 -22%
PW
1721
Price Wealth
Texas
$10K -$1.52K -45 -14%
CWA
1722
Carolina Wealth Advisors
South Carolina
$10K – – –
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
EI
1724
Ellevest Inc
New York
$10K +$6.47K +192 +216%
LFG
1725
LifePlan Financial Group
Ohio
$9K – – –
67 68
69
70 71