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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1851
Litman Gregory Wealth Management
California
$47K +$44.8K +179 New
AWM
1852
Avondale Wealth Management
Texas
$45K – – –
MWM
1853
Mascoma Wealth Management
New Hampshire
$45K – – –
FMB
1854
Field & Main Bank
Kentucky
$42K – – –
JGIA
1855
Jackson Grant Investment Advisers
Connecticut
$41K – – –
TA
1856
TCG Advisors
Texas
$41K +$12.5K +50 +50%
CWA
1857
Clarus Wealth Advisors
Arizona
$40K – – –
FWC
1858
First Washington Corp
Washington
$40K – – –
NCM
1859
New Capital Management
Texas
$40K – – –
HGWM
1860
Harvest Group Wealth Management
Massachusetts
$38K – – –
CLOS
1861
Compagnie Lombard Odier SCmA
Switzerland
$35K -$57.8K -231 -64%
MFT
1862
Moisand Fitzgerald Tamayo
Florida
$35K – – –
GWMIA
1863
Global Wealth Management Investment Advisory
Florida
$34K -$14K -56 -30%
LB
1864
Legacy Bridge
Iowa
$34K – – –
CAGAS
1865
Capital Advisory Group Advisory Services
Minnesota
$34K +$10.3K +41 +46%
EIP
1866
Ellis Investment Partners
Pennsylvania
$34K +$32.5K +130 New
PGAM
1867
Princeton Global Asset Management
New Jersey
$33K +$31.3K +125 New
AIM
1868
Arcadia Investment Management
Michigan
$32K – – –
DPA
1869
Delphi Private Advisors
California
$31K +$29.3K +117 New
EWA
1870
Evolution Wealth Advisors
Florida
$31K +$29.5K +118 New
EI
1871
Ellevest Inc
New York
$29K +$9.51K +38 +53%
BAMG
1872
Brand Asset Management Group
Missouri
$27K – – –
WCM
1873
Wealthcare Capital Management
Virginia
$27K – – –
FMP
1874
Financial Management Professionals
Texas
$26K – – –
OAJ
1875
Ogorek Anthony Joseph
New York
$26K – – –
73 74
75
76 77