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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$4.51K – – –
BFS
1002
Bare Financial Services
Pennsylvania
$4.51K +$2.65K +13 +163%
SIC
1003
Salem Investment Counselors
North Carolina
$4.29K – – –
WW
1004
Winnow Wealth
Texas
$3.87K +$3.67K +18 New
PWA
1005
Principia Wealth Advisory
Texas
$3.86K +$408 +2 +13%
HHGA
1006
Halbert Hargrove Global Advisors
California
$3.65K +$3.47K +17 New
EPW
1007
Evergreen Private Wealth
Colorado
$3.65K – – –
IA
1008
IFS Advisors
Kansas
$3.65K – – –
HWA
1009
HHM Wealth Advisors
Tennessee
$3.43K – – –
TIM
1010
Tortoise Investment Management
New York
$3.43K +$817 +4 +33%
CT
1011
Colonial Trust
South Carolina
$3.24K +$204 +1 +7%
SIC
1012
SJS Investment Consulting
Ohio
$3.22K – – –
IWM
1013
IMG Wealth Management
Florida
$3.22K – – –
MEG
1014
Millstone Evans Group
Colorado
$3.22K – – –
GGI
1015
Godsey & Gibb Inc
Virginia
$3K +$2.86K +14 New
CIR
1016
Clear Investment Research
Georgia
$2.79K – – –
RA
1017
Rise Advisors
New York
$2.79K – – –
DPW
1018
DiNuzzo Private Wealth
Pennsylvania
$2.71K – – –
RWM
1019
Rialto Wealth Management
New York
$2.58K +$204 +1 +9%
BHWM
1020
Bay Harbor Wealth Management
Maryland
$2.58K +$612 +3 +33%
MPW
1021
MASECO Private Wealth
$2.36K – – –
HCM
1022
Horrell Capital Management
Arkansas
$1.93K – – –
ACA
1023
American Capital Advisory
Idaho
$1.72K – – –
HWA
1024
Heartwood Wealth Advisors
Virginia
$1.72K +$1.63K +8 New
CMA
1025
Cedar Mountain Advisors
Oregon
$1.5K +$1.43K +7 New
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