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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1926
TD Capital Management
Tennessee
$89.4K +$8.23K +70 +9%
RF
1927
Rossby Financial
Florida
$88.5K +$13.4K +114 +15%
T
1928
Tidemark
California
$86.3K -$71.2K -605 -42%
JWM
1929
JPL Wealth Management
Colorado
$85.1K +$95.8K +814 New
PAI
1930
Pittenger & Anderson Inc
Nebraska
$82.6K -$18M -152,776 -99%
BHWM
1931
Bay Harbor Wealth Management
Maryland
$80.2K -$5.06K -43 -5%
AT
1932
Arlington Trust
Alabama
$79.9K +$38.1K +324 +74%
KFAS
1933
Keating Financial Advisory Services
Kansas
$79K +$1.65K +14 +2%
SGK
1934
Steigerwald Gordon & Koch
Virginia
$76.3K -$5.88K -50 -6%
MFT
1935
Moisand Fitzgerald Tamayo
Florida
$76.3K – – –
MLA
1936
MB, Levis & Associates
Pennsylvania
$75.8K – – –
SL
1937
Salomon & Ludwin
Virginia
$75.3K +$55.6K +473 +178%
AWM
1938
Ameliora Wealth Management
Switzerland
$74.2K – – –
HHCP
1939
Hilton Head Capital Partners
South Carolina
$74.2K +$23.5K +200 +39%
RFS
1940
Richardson Financial Services
Massachusetts
$73.7K +$56.5K +480 +213%
AWM
1941
Activest Wealth Management
Florida
$73.3K +$27.2K +231 +49%
GIA
1942
GHP Investment Advisors
Colorado
$70.3K -$11.2K -95 -12%
HNB
1943
Hilltop National Bank
Wyoming
$70.3K -$233K -1,978 -75%
TC
1944
Truvestments Capital
Florida
$68.3K -$6.12K -52 -7%
SG
1945
StepStone Group
California
$66.7K -$1.76M -14,954 -96%
CPG
1946
Cornerstone Planning Group
New Jersey
$65.4K +$11.9K +101 +17%
LWM
1947
Lodestone Wealth Management
Washington
$65.1K +$53.3K +453 +266%
VIS
1948
Vega Investment Solutions
France
$64.3K – – –
SA
1949
Strategic Advocates
Utah
$60.6K -$1.8M -15,284 -96%
EWM
1950
Evolution Wealth Management
Florida
$58.5K +$44.7K +380 +211%
76 77
78
79 80