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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2201
Raffa Wealth Management
District of Columbia
$44.2K – – –
GTAM
2202
Global Trust Asset Management
Florida
$44K – – –
BCA
2203
Bray Capital Advisors
Florida
$41K – – –
NPP
2204
New Potomac Partners
Maryland
$40K – – –
RCC
2205
Red Cedar Capital
Nebraska
$40K – – –
CWM
2206
Catamount Wealth Management
Connecticut
$40K +$43.6K +821 New
TAIM
2207
TD Ameritrade Investment Management
Nebraska
$38K +$40.1K +756 New
TG
2208
TLP Group
Illinois
$38K +$40.7K +766 New
TC
2209
Trilogy Capital
California
$35K +$1.22K +23 +3%
CAL
2210
Capital Advisors Ltd
Ohio
$34K – – –
TWMP
2211
Taylor Wealth Management Partners
Massachusetts
$33K – – –
TIM
2212
Tortoise Investment Management
New York
$33K – – –
AWM
2213
Avondale Wealth Management
Texas
$32K – – –
DWA
2214
Divergent Wealth Advisors
Utah
$32K – – –
WAS
2215
Winch Advisory Services
Wisconsin
$32K +$106 +2 +0.3%
LA
2216
Legacy Advisors
Pennsylvania
$31K +$106 +2 +0.3%
WCM
2217
Wealthcare Capital Management
Virginia
$27K +$5.31K +100 +23%
HIIFS
2218
Harel Insurance Investments & Financial Services
Israel
$26K – – –
IF
2219
Ironwood Financial
Arizona
$25K – – –
AWMS
2220
Advocacy Wealth Management Services
Georgia
$24K – – –
RCG
2221
Ruggie Capital Group
Florida
$21K -$74.3K -1,400 -77%
IAS
2222
IMA Advisory Services
Colorado
$21K +$22.8K +430 New
SAM
2223
Shamrock Asset Management
Texas
$20K – – –
SFA
2224
Spectrum Financial Alliance
Kentucky
$19K – – –
LWS
2225
Lucia Wealth Services
California
$19K +$2.6K +49 +15%
87 88
89
90 91