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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
2176
Global Trust Asset Management
Florida
$47K -$171K -3,600 -80%
PCC
2177
Park Circle Company
Maryland
$47K – – –
RWM
2178
Raffa Wealth Management
District of Columbia
$46.3K +$16.1K +339 +62%
PW
2179
Price Wealth
Texas
$43K -$39.7K -835 -50%
BCA
2180
Bray Capital Advisors
Florida
$43K +$39.2K +825 New
NPP
2181
New Potomac Partners
Maryland
$42K – – –
RCC
2182
Red Cedar Capital
Nebraska
$42K – – –
FA
2183
Fortis Advisors
Pennsylvania
$42K +$22.3K +470 +157%
CAL
2184
Capital Advisors Ltd
Ohio
$36K – – –
TC
2185
Trilogy Capital
California
$35K -$713K -14,999 -96%
TIM
2186
Tortoise Investment Management
New York
$35K – – –
TWMP
2187
Taylor Wealth Management Partners
Massachusetts
$34K – – –
WAS
2188
Winch Advisory Services
Wisconsin
$34K +$143 +3 +0.5%
AWM
2189
Avondale Wealth Management
Texas
$33K – – –
DWA
2190
Divergent Wealth Advisors
Utah
$33K +$30.4K +640 New
LA
2191
Legacy Advisors
Pennsylvania
$32K -$11K -232 -27%
TCM
2192
Tributary Capital Management
Nebraska
$31K +$28.5K +600 New
HIIFS
2193
Harel Insurance Investments & Financial Services
Israel
$28K -$280K -5,895 -92%
IF
2194
Ironwood Financial
Arizona
$26K – – –
AWMS
2195
Advocacy Wealth Management Services
Georgia
$25K – – –
WCM
2196
Wealthcare Capital Management
Virginia
$23K +$5.89K +124 +39%
AFIA
2197
America First Investment Advisors
Nebraska
$22K -$8.51K -179 -30%
SAM
2198
Shamrock Asset Management
Texas
$22K – – –
CFC
2199
Coyle Financial Counsel
Illinois
$22K +$20.4K +430 New
SLF
2200
Sun Life Financial
Ontario, Canada
$21.4K -$1.96M -41,253 -97%
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