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Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1401
Bank of New Hampshire
New Hampshire
$49K -$53.3K -170 -53%
ONST
1402
Old North State Trust
North Carolina
$49K +$31.3K +100 +200%
LB
1403
Legacy Bridge
Iowa
$45.3K +$43.6K +139 New
JWA
1404
JFS Wealth Advisors
Pennsylvania
$45K -$4.39K -14 -9%
MPCL
1405
My Personal CFO LLC
Washington
$44K +$42.3K +135 New
AAG
1406
Armstrong Advisory Group
Massachusetts
$43.4K +$41.7K +133 New
SWA
1407
Sutton Wealth Advisors
Florida
$42.1K -$10K -32 -20%
CTA
1408
Colonial Trust Advisors
South Carolina
$41.4K +$39.8K +127 New
EI
1409
Ellevest Inc
New York
$40.1K – – –
BAM
1410
Bellevue Asset Management
Washington
$38.7K – – –
MFT
1411
Moisand Fitzgerald Tamayo
Florida
$38.2K +$16.3K +52 +80%
TAIM
1412
TD Ameritrade Investment Management
Nebraska
$38K -$7.84K -25 -18%
TIM
1413
Tortoise Investment Management
New York
$37.5K -$11.3K -36 -24%
SWM
1414
Sanctuary Wealth Management
Idaho
$35.6K +$34.2K +109 New
MA
1415
MCF Advisors
Kentucky
$34.9K +$10.7K +34 +47%
AWM
1416
Accurate Wealth Management
Florida
$34.8K +$33.9K +108 New
MA
1417
Montag & Associates
Georgia
$34.6K +$14.4K +46 +77%
TAM
1418
Tucker Asset Management
Colorado
$34.3K – – –
HC
1419
Hoese & Co
Minnesota
$34K – – –
RWM
1420
Raffa Wealth Management
District of Columbia
$33.6K +$4.7K +15 +17%
HCP
1421
Hexagon Capital Partners
Arkansas
$33.3K +$4.7K +15 +17%
KC
1422
Knuff & Co
California
$32.6K – – –
OA
1423
Operose Advisors
Wisconsin
$32.6K – – –
3IP
1424
3Chopt Investment Partners
Virginia
$32.6K +$31.3K +100 New
PFSC
1425
Peoples Financial Services Corp
Pennsylvania
$32.6K – – –
55 56
57
58 59