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Name Holding Trade Value Shares
Change 		Change in
Stake
CWD
3801
Clarity Wealth Development
Oregon
$200K +$198K +546 New
NC
3802
NewSquare Capital
Pennsylvania
$197K +$90.5K +250 +87%
MSWM
3803
Mowery & Schoenfeld Wealth Management
Illinois
$197K -$5.79K -16 -3%
BCM
3804
Blume Capital Management
California
$194K -$3.98K -11 -2%
DF
3805
Dunhill Financial
United Kingdom
$192K +$22.1K +61 +13%
PG
3806
Proffitt & Goodson
Tennessee
$188K +$46.3K +128 +33%
SI
3807
Sava Infond
Slovenia
$187K +$185K +510 New
RWS
3808
Retirement Wealth Solutions
Wisconsin
$186K +$362 +1 +0.2%
FWA
3809
Flagship Wealth Advisors
Massachusetts
$185K +$18.1K +50 +11%
BC
3810
Barrett & Company
Rhode Island
$183K +$59.3K +164 +49%
T
3811
Tidemark
California
$182K +$21.4K +59 +13%
GWM
3812
Gitterman Wealth Management
New Jersey
$181K +$179K +494 New
BGA
3813
Battery Global Advisors
Massachusetts
$175K – – –
BDL
3814
Banque de Luxembourg
Luxembourg
$172K – – –
OAJ
3815
Ogorek Anthony Joseph
New York
$171K +$6.15K +17 +4%
SRCM
3816
Signature Resources Capital Management
California
$171K +$1.81K +5 +1%
GIM
3817
Gold Investment Management
Alberta, Canada
$168K – – –
C
3818
Covestor
United Kingdom
$167K -$3.26K -9 -2%
AAG
3819
Accordant Advisory Group
Maryland
$165K – – –
WW
3820
Winnow Wealth
Texas
$165K +$151K +418 +1,306%
EWM
3821
Evolution Wealth Management
Florida
$163K +$161K +444 New
CWM
3822
Consultiva Wealth Management
Puerto Rico
$161K – – –
EA
3823
Evolution Advisers
Virginia
$161K – – –
IWM
3824
IMG Wealth Management
Florida
$160K +$16.3K +45 +12%
MAM
3825
Meeder Asset Management
Ohio
$159K +$22.4K +62 +17%
151 152
153
154 155