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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$95.7K +$4.08K +88 +4%
RBC
1002
Roble Belko & Company
Pennsylvania
$95K – – –
TF
1003
Tompkins Financial
New York
$94.2K – – –
PFBT
1004
Parkside Financial Bank & Trust
Missouri
$92.6K +$7.46K +161 +8%
AA
1005
AlphaCentric Advisors
Puerto Rico
$88.4K -$3.62K -78 -4%
CFO
1006
CVA Family Office
Colorado
$82.3K -$15.2K -329 -15%
GIA
1007
GHP Investment Advisors
Colorado
$81.9K +$22.2K +480 +36%
CWM
1008
Compass Wealth Management
Connecticut
$80.7K – – –
CLOS
1009
Compagnie Lombard Odier SCmA
Switzerland
$79.1K -$281K -6,065 -77%
EWM
1010
Evermay Wealth Management
Virginia
$78.5K -$6.95K -150 -8%
GWP
1011
Gen-Wealth Partners
Michigan
$78.2K – – –
PP
1012
PrairieView Partners
Minnesota
$76K – – –
JIP
1013
Jaffetilchin Investment Partners
Florida
$74.9K +$77.4K +1,671 New
HWA
1014
Heritage Wealth Advisors
Virginia
$73.6K +$16.2K +349 +27%
VWM
1015
Venturi Wealth Management
Texas
$72.9K +$16.7K +361 +29%
TSMHT
1016
Thurston Springer Miller Herd & Titak
Indiana
$72.7K +$63.9K +1,379 +570%
PWMG
1017
Prestige Wealth Management Group
New Jersey
$71.6K – – –
MCM
1018
MV Capital Management
Maryland
$69.6K +$19.1K +412 +36%
NMM
1019
Naples Money Management
Florida
$63.3K -$12.3K -265 -16%
BCMLT
1020
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.5K +$36.9K +797 +134%
CAS
1021
Coppell Advisory Solutions
Texas
$62.1K -$1.52M -32,772 -96%
CA
1022
Crewe Advisors
Utah
$62K – – –
BGAI
1023
Bruce G. Allen Investments
Colorado
$61.7K +$11.5K +248 +22%
SCM
1024
Silvant Capital Management
Georgia
$60.6K – – –
HWA
1025
HHM Wealth Advisors
Tennessee
$59.1K -$1.34K -29 -2%
39 40
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42 43