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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2826
Avondale Wealth Management
Texas
$93K – – –
TFIPS
2827
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.4K +$94.6K +344 New
CCA
2828
Column Capital Advisors
Indiana
$90K -$40.7K -148 -30%
TF
2829
TimeScale Financial
Massachusetts
$90K -$4.67K -17 -5%
LWA
2830
Lowe Wealth Advisors
Maryland
$86K +$3.3K +12 +4%
BHWM
2831
Bay Harbor Wealth Management
Maryland
$86K +$6.05K +22 +7%
TCWA
2832
Ten Capital Wealth Advisors
Washington
$86K +$89.1K +324 New
EA
2833
Elm Advisors
California
$86K +$89.3K +325 New
RG
2834
Retirement Group
California
$84K -$11.8K -43 -12%
BCM
2835
Blume Capital Management
California
$80K – – –
PCFFS
2836
Pacific Center for Financial Services
California
$75K +$2.2K +8 +3%
CWM
2837
Curi Wealth Management
North Carolina
$74K +$77.2K +281 New
DOA
2838
D'Orazio & Associates
Virginia
$71K +$5.22K +19 +8%
CCM
2839
Cribstone Capital Management
Maine
$70K -$13.7K -50 -16%
RBC
2840
Roble Belko & Company
Pennsylvania
$70K – – –
GWM
2841
Greenhouse Wealth Management
Connecticut
$70K +$72.8K +265 New
HFS
2842
HBC Financial Services
Washington
$68K -$37.4K -136 -35%
EWM
2843
Edge Wealth Management
New York
$68K – – –
MAM
2844
McCarthy Asset Management
California
$68K +$70.1K +255 New
IA
2845
Inspire Advisors
Idaho
$68K +$70.6K +257 New
NWA
2846
Navis Wealth Advisors
New York
$67K +$69K +251 New
TLFA
2847
True Link Financial Advisors
California
$67K +$69.3K +252 New
EWA
2848
Evolution Wealth Advisors
Florida
$66K -$111K -402 -62%
HWM
2849
HighMark Wealth Management
Minnesota
$66K – – –
ARMC
2850
American Research & Management Company
Massachusetts
$63K – – –
112 113
114
115 116