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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3001
Schoolcraft Capital
Colorado
$287K +$273K +924 New
CTWM
3002
Cherry Tree Wealth Management
Minnesota
$286K +$272K +920 New
NEWAS
3003
N.E.W. Advisory Services
Wisconsin
$285K -$20.4K -69 -7%
DS
3004
DRW Securities
Illinois
$283K +$269K +912 New
RIS
3005
Retirement Income Solutions
Michigan
$283K – – –
ORC
3006
O'Rourke & Company
Massachusetts
$282K – – –
SC
3007
Saybrook Capital
North Carolina
$280K – – –
AA
3008
Alesco Advisors
New York
$277K – – –
CWM
3009
Compass Wealth Management
Connecticut
$277K -$5.32K -18 -2%
JFG
3010
JMG Financial Group
Illinois
$277K -$24.8K -84 -9%
BZWA
3011
Blue Zone Wealth Advisors
California
$276K +$30.4K +103 +13%
LI
3012
LVZ Inc
Michigan
$275K +$22.2K +75 +9%
HP
3013
Hyperion Partners
Pennsylvania
$274K +$295 +1 +0.1%
CC
3014
Cipher Capital
New York
$272K -$401K -1,359 -61%
HPWM
3015
High Pines Wealth Management
Massachusetts
$271K +$886 +3 +0.3%
AAP
3016
Arax Advisory Partners
Colorado
$271K -$13K -44 -5%
AFS
3017
Annapolis Financial Services
Maryland
$271K – – –
AWAP
3018
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K -$1.18K -4 -0.5%
CC
3019
Commons Capital
Massachusetts
$271K -$72.7K -246 -22%
EI
3020
Ellevest Inc
New York
$271K -$14.8K -50 -5%
EBSAM
3021
Eubel Brady & Suttman Asset Management
Ohio
$270K -$2.36K -8 -0.9%
CNWM
3022
Clay Northam Wealth Management
California
$269K – – –
JSAM
3023
J. Safra Asset Management
New York
$268K – – –
AFGAS
3024
Allegiance Financial Group Advisory Services
Virginia
$268K – – –
AA
3025
AlphaQ Advisors
Florida
$268K +$255K +862 New
119 120
121
122 123