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GME

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
301
Raffa Wealth Management
District of Columbia
$627 +$545 +23 New
SC
302
Swan Capital
Florida
$600 – – –
KG
303
Kilter Group
New York
$546 -$95 -4 -17%
MAM
304
Morse Asset Management
Connecticut
$546 – – –
TLA
305
Tanglewood Legacy Advisors
Texas
$546 – – –
CSC
306
Caldwell Sutter Capital
California
$491 – – –
TFM
307
TFC Financial Management
Massachusetts
$437 – – –
POIA
308
Pin Oak Investment Advisors
Texas
$436 – – –
BMC
309
Bear Mountain Capital
Washington
$433 +$451 +19 New
GJIA
310
Glass Jacobson Investment Advisors
Maryland
$410 – – –
NC
311
North Capital
Utah
$355 +$24 +1 +8%
ATC
312
Adirondack Trust Company
New York
$327 – – –
EP
313
Essential Partners
California
$327 +$285 +12 New
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284 – – –
PWA
315
Principia Wealth Advisory
Texas
$246 -$47 -2 -18%
PAM
316
Palisade Asset Management
Minnesota
$219 +$190 +8 New
DCM
317
Davis Capital Management
Florida
$218 +$190 +8 New
RIL
318
Rothschild Investment LLC
Illinois
$218 +$190 +8 New
TFA
319
Toth Financial Advisory
Virginia
$191 – – –
SHIM
320
Stone House Investment Management
Pennsylvania
$191 +$166 +7 New
MCM
321
MV Capital Management
Maryland
$164 -$95 -4 -40%
MG
322
Mather Group
Illinois
$164 +$142 +6 New
NRG
323
Nemes Rush Group
Michigan
$164 +$142 +6 New
FMP
324
Financial Management Professionals
Texas
$136 – – –
CPG
325
Cornerstone Planning Group
New Jersey
$135 +$47 +2 +50%
11 12
13
14 15