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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1951
Ellevest Inc
New York
$297K +$129K +457 +84%
GC
1952
Grace Capital
Massachusetts
$296K – – –
PM
1953
Precept Management
Texas
$296K – – –
JGGDR
1954
JGP Global Gestao de Recursos
Brazil
$296K +$282K +1,000 New
CWM
1955
Campbell Wealth Management
Virginia
$293K +$1.13K +4 +0.4%
PA
1956
PSI Advisors
Florida
$292K +$564 +2 +0.2%
LF
1957
Lantz Financial
Illinois
$292K +$1.13K +4 +0.4%
SDWIA
1958
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K +$283K +1,004 New
ACG
1959
Allen Capital Group
Nebraska
$287K -$175K -620 -39%
WA
1960
WESPAC Advisors
California
$287K +$273K +969 New
OLA
1961
Oliver Luxxe Assets
New Jersey
$285K – – –
EWM
1962
EPG Wealth Management
Georgia
$284K -$24.5K -87 -8%
MFW
1963
Meristem Family Wealth
Minnesota
$283K – – –
SWA
1964
Stratos Wealth Advisors
Ohio
$283K +$17.8K +63 +7%
WI
1965
Wintrust Investments
Illinois
$283K +$269K +954 New
GWCM
1966
Godshalk Welsh Capital Management
Pennsylvania
$281K – – –
SFS
1967
Strategic Financial Services
New York
$281K – – –
CMO
1968
Covenant Multifamily Offices
Texas
$281K +$268K +950 New
MSR
1969
Main Street Research
Connecticut
$281K +$268K +951 New
BBA
1970
Braun-Bostich & Associates
Pennsylvania
$278K – – –
CIM
1971
Contravisory Investment Management
Massachusetts
$278K +$77K +273 +43%
AO
1972
Advisor OS
Illinois
$278K +$265K +941 New
SG
1973
StoneX Group
New York
$277K -$18.3K -65 -7%
LRIA
1974
Leonard Rickey Investment Advisors
Washington
$277K +$264K +936 New
NSB
1975
Norway Savings Bank
Maine
$274K – – –
77 78
79
80 81