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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1951
Alpine Bank Wealth Management
Colorado
$86.4K +$86.1K +870 New
EWM
1952
Evermay Wealth Management
Virginia
$84.5K -$324K -3,274 -79%
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$84.4K +$11.9K +120 +16%
LWM
1954
Lodestone Wealth Management
Washington
$84K +$22.1K +223 +36%
T
1955
Tidemark
California
$83.4K +$1.49K +15 +2%
MCM
1956
MV Capital Management
Maryland
$82K -$4.95K -50 -6%
PCMF
1957
Private Capital Management (Florida)
Florida
$81.4K +$81.2K +820 New
OCWP
1958
Owl Creek Wealth Partners
Colorado
$80.2K -$50.7K -512 -39%
HHCP
1959
Hilton Head Capital Partners
South Carolina
$79.9K +$9.41K +95 +13%
TCM
1960
TD Capital Management
Tennessee
$77.4K -$7.43K -75 -9%
BHWM
1961
Bay Harbor Wealth Management
Maryland
$75.7K -$495 -5 -0.7%
FFG
1962
Forum Finance Group
$75K +$68.3K +690 +276%
AEPWM
1963
Atlantic Edge Private Wealth Management
Florida
$74.5K -$13.9K -140 -16%
AT
1964
Arlington Trust
Alabama
$74K -$1.88K -19 -2%
SSG
1965
Summit Securities Group
New York
$73.4K -$184K -1,855 -72%
TWD
1966
True Wealth Design
Ohio
$72K -$32.2K -325 -31%
MLA
1967
MB, Levis & Associates
Pennsylvania
$72K – – –
GSWM
1968
Golden State Wealth Management
California
$71.3K +$25.2K +255 +55%
FUBT
1969
First United Bank & Trust
Maryland
$71K +$31.2K +315 +79%
SGK
1970
Steigerwald Gordon & Koch
Virginia
$70.5K -$1.98K -20 -3%
RFS
1971
Richardson Financial Services
Massachusetts
$69.8K -$198 -2 -0.3%
CCM
1972
Chilton Capital Management
Texas
$69.7K +$51.2K +517 +279%
GIA
1973
GHP Investment Advisors
Colorado
$67.1K +$297 +3 +0.4%
KFA
1974
Kelleher Financial Advisors
New York
$67K +$41.7K +421 +166%
GWM
1975
Geneos Wealth Management
Colorado
$66.9K +$49K +495 +277%
77 78
79
80 81