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Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
2301
Fusion Family Wealth
New York
$57K -$32.4K -148 -37%
ARMC
2302
American Research & Management Company
Massachusetts
$57K – – –
BCA
2303
Bray Capital Advisors
Florida
$56K – – –
GWAG
2304
Garrett Wealth Advisory Group
Texas
$55.7K +$52.5K +240 New
TCM
2305
TD Capital Management
Tennessee
$55K – – –
THWM
2306
Taylor Hoffman Wealth Management
Virginia
$47K – – –
BCM
2307
Bourgeon Capital Management
Connecticut
$46K +$43.7K +200 New
NCM
2308
New Capital Management
Texas
$43K +$6.78K +31 +20%
EI
2309
Ellevest Inc
New York
$42K +$6.34K +29 +19%
BDWM
2310
Brewin Dolphin Wealth Management
Ireland
$39.4K – – –
PC
2311
Permanens Capital
New York
$39K – – –
AM
2312
Atwater Malick
Pennsylvania
$39K +$37.2K +170 New
FA
2313
Financial Advantage
Maryland
$37K +$35K +160 New
PG
2314
Proffitt & Goodson
Tennessee
$31K +$15.1K +69 +106%
CJA
2315
C-J Advisory
California
$30K – – –
JCM
2316
Julex Capital Management
Massachusetts
$29K +$5.9K +27 +28%
ETI
2317
Enterprise Trust & Investment
California
$27K +$25.8K +118 New
ST
2318
Sageworth Trust
Pennsylvania
$23K – – –
QCMC
2319
Quantum Capital Management (California)
California
$23K +$21.9K +100 New
ACA
2320
Atlas Capital Advisors
Wyoming
$22.3K +$21K +96 New
CAM
2321
Cacti Asset Management
Georgia
$22K – – –
WAS
2322
Winch Advisory Services
Wisconsin
$22K – – –
EWA
2323
Evolution Wealth Advisors
Florida
$20K -$13.8K -63 -43%
CMBA
2324
C.M. Bidwell & Associates
Hawaii
$19K -$39.3K -180 -69%
VEA
2325
Virtus ETF Advisers
New York
$17K – – –
91 92
93
94 95