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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2251
Evermay Wealth Management
Virginia
$107K – – –
BG
2252
Bollard Group
Massachusetts
$105K – – –
IHWM
2253
Iron Horse Wealth Management
Iowa
$105K -$11.8K -88 -10%
KI
2254
Kapitalo Investimentos
Brazil
$101K +$104K +774 New
ASBI
2255
American State Bank (Iowa)
Iowa
$101K – – –
WAM
2256
Worth Asset Management
Texas
$100K +$134 +1 +0.1%
WIM
2257
Westside Investment Management
California
$99.7K – – –
RG
2258
Retirement Group
California
$95K +$134 +1 +0.1%
SC
2259
Stephens Consulting
Michigan
$94.7K +$669 +5 +0.7%
NIC
2260
Northwest Investment Counselors
Oregon
$94.6K -$1.47K -11 -2%
FMP
2261
Financial Management Professionals
Texas
$93K -$240K -1,791 -72%
PPC
2262
Park Place Capital
Alabama
$92.4K -$31.8K -238 -25%
FFA
2263
Fairfield Financial Advisors
Massachusetts
$91.5K +$10.2K +76 +12%
NSG
2264
Nalls Sherbakoff Group
Tennessee
$91.4K +$94.6K +707 New
PWMG
2265
Prestige Wealth Management Group
New Jersey
$90.5K -$174K -1,303 -65%
GC
2266
Gould Capital
Washington
$90.5K – – –
HWM
2267
HighMark Wealth Management
Minnesota
$90.4K +$1.2K +9 +1%
PP
2268
PrairieView Partners
Minnesota
$89K – – –
CCP
2269
Carmel Capital Partners
California
$88K +$89.8K +671 New
TFP
2270
Tilia Fiduciary Partners
North Carolina
$87.3K +$84.3K +630 +1,750%
APC
2271
Aspire Private Capital
North Carolina
$86.5K -$7.89K -59 -8%
AWM
2272
Abound Wealth Management
Tennessee
$83.9K +$22.1K +165 +35%
FIA
2273
FNY Investment Advisers
New York
$83K +$70.9K +530 +482%
CSWM
2274
Cassady Schiller Wealth Management
Ohio
$82.6K +$2.81K +21 +3%
SFFS
2275
Stonehage Fleming Financial Services
Jersey
$82.6K – – –
89 90
91
92 93