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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2151
Bourgeon Capital Management
Connecticut
$51K – – –
RA
2152
Resolute Advisors
California
$50K – – –
PWS
2153
Private Wealth Strategies
Ohio
$50K +$56.7K +348 New
GLLW
2154
Graves Light Lenhart Wealth
Virginia
$49K – – –
PK
2155
Pflug Koory
Nebraska
$48K – – –
CCA
2156
Column Capital Advisors
Indiana
$47K +$1.63K +10 +3%
JWM
2157
Jackson Wealth Management
Florida
$47K +$1.65M +10,091 +22%
MAM
2158
Marquette Asset Management
Minnesota
$44K – – –
PCH
2159
PGIM Custom Harvest
New Jersey
$43K – – –
IRC
2160
Investors Research Corp
Georgia
$41K -$9.46K -58 -17%
AWM
2161
Activest Wealth Management
Florida
$41K -$3.75K -23 -8%
APW
2162
Acima Private Wealth
Virginia
$39K – – –
RIM
2163
Rockbridge Investment Management
New York
$39K +$3.75K +23 +9%
PP
2164
Pacifica Partners
Canada
$37K – – –
CWA
2165
Clearview Wealth Advisors
Oregon
$37K +$163 +1 +0.4%
EAM
2166
Eukles Asset Management
Ohio
$36K -$122K -748 -75%
PGAM
2167
Princeton Global Asset Management
New Jersey
$36K – – –
BAM
2168
Baldrige Asset Management
Pennsylvania
$35K -$4.08K -25 -9%
OIS
2169
Okabena Investment Services
Minnesota
$35K – – –
CFO
2170
CVA Family Office
Colorado
$34K -$293K -1,797 -87%
AA
2171
Addison Advisors
Vermont
$32K +$1.63K +10 +5%
DWMG
2172
DB Wealth Management Group
California
$31K – – –
TFGT
2173
TS Financial Group (TSFG)
Illinois
$30K – – –
GPA
2174
Guidance Point Advisors
Massachusetts
$28K +$32.4K +199 New
JPLA
2175
Joseph P. Lucia & Associates
New York
$25K – – –