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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2051
MV Capital Management
Maryland
$226K -$13.8K -420 -5%
BTWM
2052
Baker Tilly Wealth Management
Wisconsin
$225K -$53.1K -1,620 -18%
JGIA
2053
Jackson Grant Investment Advisers
Connecticut
$225K -$11.5K -351 -5%
SIA
2054
Sage Investment Advisers
New York
$225K +$238K +7,259 New
GKWIM
2055
Gerber Kawasaki Wealth & Investment Management
California
$224K -$28.1K -857 -11%
LC
2056
Lincoln Capital
Nebraska
$224K – – –
AA
2057
Alesco Advisors
New York
$224K +$66 +2 +0%
GAG
2058
GM Advisory Group
New York
$224K -$11K -336 -4%
WQ
2059
Wealth Quarterback
New Jersey
$223K +$20.8K +635 +10%
EHWM
2060
Eads & Heald Wealth Management
Georgia
$223K -$368K -11,225 -61%
LC
2061
Landaas & Company
Wisconsin
$223K -$19.7K -600 -8%
CCG
2062
Catalina Capital Group
California
$223K -$98.3K -3,001 -29%
CGA
2063
Crescent Grove Advisors
Illinois
$222K -$101K -3,086 -30%
GI
2064
Gradient Investments
Minnesota
$222K -$12.7K -387 -5%
MIM
2065
Morningstar Investment Management
Illinois
$221K – – –
RCG
2066
Regatta Capital Group
California
$221K -$5.31K -162 -2%
TA
2067
Townsend & Associates
Colorado
$220K +$33 +1 +0%
CFA
2068
Cahill Financial Advisors
Minnesota
$220K -$17.2K -525 -7%
HCP
2069
Hexagon Capital Partners
Arkansas
$219K -$14.8K -452 -6%
TFM
2070
TFC Financial Management
Massachusetts
$219K -$3.93K -120 -2%
UBV
2071
United Bank (Virginia)
Virginia
$219K -$203K -6,180 -47%
EWA
2072
EverSource Wealth Advisors
Alabama
$219K +$6.46K +197 +3%
AWM
2073
Austin Wealth Management
Texas
$219K -$1.41K -43 -0.7%
PWM
2074
Palumbo Wealth Management
New York
$219K -$17.9K -546 -7%
MRCM
2075
M&R Capital Management
New Jersey
$218K -$3.28K -100 -1%
81 82
83
84 85