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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1851
Clarus Wealth Advisors
Arizona
$40K – – –
FWC
1852
First Washington Corp
Washington
$40K – – –
NCM
1853
New Capital Management
Texas
$40K – – –
HGWM
1854
Harvest Group Wealth Management
Massachusetts
$38K – – –
CLOS
1855
Compagnie Lombard Odier SCmA
Switzerland
$35K -$57.8K -231 -64%
MFT
1856
Moisand Fitzgerald Tamayo
Florida
$35K – – –
GWMIA
1857
Global Wealth Management Investment Advisory
Florida
$34K -$14K -56 -30%
LB
1858
Legacy Bridge
Iowa
$34K – – –
CAGAS
1859
Capital Advisory Group Advisory Services
Minnesota
$34K +$10.3K +41 +46%
EIP
1860
Ellis Investment Partners
Pennsylvania
$34K +$32.5K +130 New
PGAM
1861
Princeton Global Asset Management
New Jersey
$33K +$31.3K +125 New
AIM
1862
Arcadia Investment Management
Michigan
$32K – – –
DPA
1863
Delphi Private Advisors
California
$31K +$29.3K +117 New
EWA
1864
Evolution Wealth Advisors
Florida
$31K +$29.5K +118 New
EI
1865
Ellevest Inc
New York
$29K +$9.51K +38 +53%
BAMG
1866
Brand Asset Management Group
Missouri
$27K – – –
WCM
1867
Wealthcare Capital Management
Virginia
$27K – – –
FMP
1868
Financial Management Professionals
Texas
$26K – – –
OAJ
1869
Ogorek Anthony Joseph
New York
$26K – – –
JPLA
1870
Joseph P. Lucia & Associates
New York
$26K +$25K +100 New
TIM
1871
Tortoise Investment Management
New York
$25K – – –
BL
1872
Balentine LLC
Georgia
$25K +$23.5K +94 New
EWM
1873
Endurance Wealth Management
Rhode Island
$24K – – –
VCM
1874
Vigilant Capital Management
Maine
$24K – – –
LFG
1875
Larson Financial Group
Missouri
$23K +$5.76K +23 +35%
73 74
75
76 77