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Name Holding Trade Value Shares
Change 		Change in
Stake
CFW
2126
CA Family Wealth
California
$203K +$197K +3,661 New
LWM
2127
Lenox Wealth Management
Ohio
$202K – – –
FC
2128
FCA Corp
Texas
$202K +$196K +3,641 New
BCM
2129
Breiter Capital Management
Florida
$202K +$196K +3,647 New
CWM
2130
Cahaba Wealth Management
Georgia
$202K +$197K +3,659 New
DOA
2131
D'Orazio & Associates
Virginia
$197K +$323 +6 +0.2%
LFA
2132
Lighthouse Financial Advisors
Maryland
$195K +$190K +3,526 New
GAM
2133
Gemmer Asset Management
California
$192K -$645 -12 -0.3%
TCM
2134
Tradewinds Capital Management
Washington
$192K +$83.4K +1,551 +81%
TCWM
2135
Total Clarity Wealth Management
Illinois
$178K +$173K +3,224 New
ME
2136
McIlrath & Eck
Washington
$175K +$51.4K +956 +43%
PCTC
2137
Perkins Coie Trust Company
Washington
$171K – – –
APW
2138
Acima Private Wealth
Virginia
$171K +$36.7K +683 +28%
BAM
2139
Bellevue Asset Management
Washington
$168K +$163K +3,039 New
BWP
2140
Baldwin Wealth Partners
Massachusetts
$167K – – –
SCP
2141
Syntal Capital Partners
Texas
$167K +$1.24K +23 +0.8%
ACM
2142
AUA Capital Management
Pennsylvania
$166K – – –
JSC
2143
Jackson Square Capital
California
$166K +$161K +2,997 New
CH
2144
Canton Hathaway
Rhode Island
$163K – – –
EWP
2145
Engrave Wealth Partners
Texas
$162K +$158K +2,938 New
SIAS
2146
Shine Investment Advisory Services
Colorado
$160K – – –
LWA
2147
Lenox Wealth Advisors
New York
$159K -$55.2K -1,026 -26%
BWA
2148
Burt Wealth Advisors
Maryland
$158K -$122K -2,265 -44%
MCM
2149
MV Capital Management
Maryland
$158K -$4.25K -79 -3%
1W
2150
1776 Wealth
Georgia
$158K +$154K +2,868 New
84 85
86
87 88