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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1201
Clean Yield Group
Vermont
$80K +$89.8K +3,000 New
KCM
1202
Karp Capital Management
California
$78K +$86.8K +2,900 New
IWA
1203
Intercontinental Wealth Advisors
Texas
$78K +$87.7K +2,930 New
AW
1204
Alpha Windward
Massachusetts
$77K +$85.9K +2,870 New
WANY
1205
Wealthspire Advisors (New York)
New York
$74K +$82.3K +2,750 New
PWM
1206
PRW Wealth Management
Massachusetts
$74K +$83.2K +2,780 New
GAM
1207
Gemmer Asset Management
California
$73K +$8.98K +300 +12%
NCM
1208
Next Capital Management
New York
$73K +$81.7K +2,730 New
CAL
1209
Capital Advisors Ltd
Ohio
$72K – – –
BDWM
1210
Brewin Dolphin Wealth Management
Ireland
$71.5K – – –
TFA
1211
Toth Financial Advisory
Virginia
$70K – – –
PVH
1212
Psagot Value Holdings
Israel
$69K +$72.7K +2,430 +1,736%
LFG
1213
Larson Financial Group
Missouri
$66K +$73.9K +2,470 New
EWM
1214
Elmwood Wealth Management
California
$65K – – –
CL
1215
CSS LLC
Illinois
$65K +$72.4K +2,420 New
CFA
1216
Carroll Financial Associates
North Carolina
$63K -$40.1K -1,340 -40%
LFASL
1217
Lugano Financial Advisors SA (LFA)
Switzerland
$60K – – –
RCG
1218
Ruggie Capital Group
Florida
$58K +$23K +770 +55%
WPA
1219
West Paces Advisors
Georgia
$56.2K – – –
AAP
1220
Arax Advisory Partners
Colorado
$55K -$20.4K -680 -25%
CFG
1221
CKW Financial Group
Hawaii
$54K – – –
CFN
1222
Cordasco Financial Network
Florida
$54K – – –
NPP
1223
New Potomac Partners
Maryland
$54K – – –
GTAM
1224
Global Trust Asset Management
Florida
$54K +$59.9K +2,000 New
LPWM
1225
Lake Point Wealth Management
Texas
$54K +$59.9K +2,000 New
47 48
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