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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1701
Mine & Arao Wealth Creation & Management
California
$15K +$34 +1 +0.2%
CCM
1702
Copeland Capital Management
Pennsylvania
$14K – – –
VC
1703
Veracity Capital
Georgia
$14K +$13.7K +407 New
IWP
1704
IAG Wealth Partners
Wisconsin
$13K -$15.9K -472 -56%
TFO
1705
Tarbox Family Office
California
$13K -$4.08K -121 -24%
CIAS
1706
CBIZ Investment Advisory Services
Ohio
$13K – – –
IF
1707
Ironwood Financial
Arizona
$13K – – –
KAS
1708
Kemnay Advisory Services
New York
$13K – – –
MWC
1709
MBM Wealth Consultants
Missouri
$13K – – –
TC
1710
Truvestments Capital
Florida
$13K +$1.89K +56 +17%
RFWA
1711
RPg Family Wealth Advisory
Massachusetts
$12.9K -$1.69K -50 -12%
RAM
1712
Riggs Asset Management
Pennsylvania
$12K +$337 +10 +3%
MIM
1713
Macroview Investment Management
Maryland
$12K +$708 +21 +6%
AWM
1714
Atticus Wealth Management
Florida
$11K -$52K -1,542 -83%
PPW
1715
Pasadena Private Wealth
California
$11K -$978 -29 -8%
RBC
1716
Roble Belko & Company
Pennsylvania
$11K – – –
MLFP
1717
MPS Loria Financial Planners
Illinois
$11K +$11.1K +328 New
SWA
1718
Sutton Wealth Advisors
Florida
$10.6K -$2.46K -73 -19%
MWA
1719
MFA Wealth Advisors
Pennsylvania
$10.2K +$10.2K +301 New
BL
1720
Balentine LLC
Georgia
$10K -$18.5K -549 -64%
FWM
1721
FSA Wealth Management
Massachusetts
$10K -$2.7K -80 -22%
PW
1722
Price Wealth
Texas
$10K -$1.52K -45 -14%
CWA
1723
Carolina Wealth Advisors
South Carolina
$10K – – –
MSFP
1724
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
EI
1725
Ellevest Inc
New York
$10K +$6.47K +192 +216%
67 68
69
70 71