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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1401
Legacy Bridge
Iowa
$45.3K +$43.6K +139 New
JWA
1402
JFS Wealth Advisors
Pennsylvania
$45K -$4.39K -14 -9%
MPCL
1403
My Personal CFO LLC
Washington
$44K +$42.3K +135 New
AAG
1404
Armstrong Advisory Group
Massachusetts
$43.4K +$41.7K +133 New
SWA
1405
Sutton Wealth Advisors
Florida
$42.1K -$10K -32 -20%
CTA
1406
Colonial Trust Advisors
South Carolina
$41.4K +$39.8K +127 New
EI
1407
Ellevest Inc
New York
$40.1K – – –
BAM
1408
Bellevue Asset Management
Washington
$38.7K – – –
MFT
1409
Moisand Fitzgerald Tamayo
Florida
$38.2K +$16.3K +52 +80%
TAIM
1410
TD Ameritrade Investment Management
Nebraska
$38K -$7.84K -25 -18%
TIM
1411
Tortoise Investment Management
New York
$37.5K -$11.3K -36 -24%
SWM
1412
Sanctuary Wealth Management
Idaho
$35.6K +$34.2K +109 New
MA
1413
MCF Advisors
Kentucky
$34.9K +$10.7K +34 +47%
AWM
1414
Accurate Wealth Management
Florida
$34.8K +$33.9K +108 New
MA
1415
Montag & Associates
Georgia
$34.6K +$14.4K +46 +77%
TAM
1416
Tucker Asset Management
Colorado
$34.3K – – –
HC
1417
Hoese & Co
Minnesota
$34K – – –
RWM
1418
Raffa Wealth Management
District of Columbia
$33.6K +$4.7K +15 +17%
HCP
1419
Hexagon Capital Partners
Arkansas
$33.3K +$4.7K +15 +17%
KC
1420
Knuff & Co
California
$32.6K – – –
OA
1421
Operose Advisors
Wisconsin
$32.6K – – –
3IP
1422
3Chopt Investment Partners
Virginia
$32.6K +$31.3K +100 New
PFSC
1423
Peoples Financial Services Corp
Pennsylvania
$32.6K – – –
FIM
1424
FWL Investment Management
Texas
$30.3K +$29.2K +93 New
CWM
1425
CarsonAllaria Wealth Management
Illinois
$30K +$28.5K +91 New
55 56
57
58 59