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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1401
Morton Brown Family Wealth
Pennsylvania
$5K +$4.21K +13 New
BIM
1402
Baldwin Investment Management
Pennsylvania
$4.76K +$22.7K +70 +0.5%
PCH
1403
Polar Capital Holdings
United Kingdom
$4.46K +$3.52M +10,871 +1,627%
TWA
1404
TCI Wealth Advisors
Arizona
$4K -$4.21K -13 -54%
TFM
1405
TFC Financial Management
Massachusetts
$4K – – –
LWA
1406
Lenox Wealth Advisors
New York
$4K +$1.62K +5 +71%
CSWM
1407
Cassady Schiller Wealth Management
Ohio
$4K +$3.56K +11 New
CB
1408
CNB Bank
Pennsylvania
$4K +$3.89K +12 New
GFPC
1409
Global Financial Private Client
Florida
$3.46K – – –
NFSG
1410
Newbridge Financial Services Group
Florida
$3K – – –
SSB
1411
Sandy Spring Bank
Maryland
$3K – – –
CAC
1412
Core Alternative Capital
Georgia
$3K +$2.59K +8 New
RK
1413
Rather & Kittrell
Tennessee
$3K +$2.92K +9 New
WPWM
1414
Western Pacific Wealth Management
Illinois
$3K +$3.24K +10 New
CWM
1415
Cranbrook Wealth Management
Michigan
$2K – – –
EI
1416
Ellevest Inc
New York
$2K – – –
CFFP
1417
Center for Financial Planning
Michigan
$2K +$2.27K +7 New
CP
1418
Castleview Partners
Texas
$1.53K +$171M +528,914 New
RCM
1419
Ravenstone Capital Management
$1.39K +$1.3K +4 New
TAM
1420
Tucker Asset Management
Colorado
$1.38K – – –
CCM
1421
Cribstone Capital Management
Maine
$1K – – –
SWM
1422
Selective Wealth Management
Virginia
$1K – – –
RCM
1423
Raleigh Capital Management
North Carolina
$1K +$972 +3 New
PA
1424
PSI Advisors
Florida
$1K +$1.3K +4 New
RPCONE
1425
Retirement Planning Company of New England
Rhode Island
$1K +$1.62K +5 New
55 56
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58 59