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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2276
Crewe Advisors
Utah
$121K – – –
FFW
2277
Fusion Family Wealth
New York
$121K +$65.3K +1,395 +118%
DWA
2278
Dougherty Wealth Advisers
Minnesota
$120K +$114K +2,430 New
HFM
2279
Harvest Fund Management
China
$115K +$90.7K +1,938 +384%
MFT
2280
Moisand Fitzgerald Tamayo
Florida
$114K -$14.2K -304 -11%
LFG
2281
LifePlan Financial Group
Ohio
$114K – – –
SIAS
2282
Shine Investment Advisory Services
Colorado
$112K – – –
APC
2283
Aspire Private Capital
North Carolina
$112K +$111K +2,379 New
QCIG
2284
Quad-Cities Investment Group
Iowa
$110K +$9.51K +203 +9%
FMP
2285
Financial Management Professionals
Texas
$108K – – –
LWM
2286
Lenox Wealth Management
Ohio
$105K +$13.5K +289 +15%
TFO
2287
Tarbox Family Office
California
$104K +$1.12K +24 +1%
CM
2288
Castleark Management
Illinois
$103K – – –
PCFFS
2289
Pacific Center for Financial Services
California
$103K – – –
WCM
2290
WealthBridge Capital Management
Ohio
$102K +$102K +2,182 New
LFG
2291
Larson Financial Group
Missouri
$99K +$98.5K +2,103 New
CFG
2292
CKW Financial Group
Hawaii
$97K – – –
AIM
2293
Arcadia Investment Management
Michigan
$94K – – –
NWM
2294
Northwest Wealth Management
Iowa
$94K – – –
DOA
2295
D'Orazio & Associates
Virginia
$94K +$140 +3 +0.1%
MSA
2296
Marino Stram & Associates
Massachusetts
$90K -$8.8K -188 -9%
WAM
2297
Watermark Asset Management
California
$87K – – –
EWM
2298
Elmwood Wealth Management
California
$87K +$2.34K +50 +3%
RAM
2299
Riggs Asset Management
Pennsylvania
$87K +$4.21K +90 +5%
PWM
2300
PRW Wealth Management
Massachusetts
$86K +$84.8K +1,812 New
90 91
92
93 94