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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2101
RMG Wealth Management
Wisconsin
$65.4K +$64.1K +340 New
AWM
2102
AllSquare Wealth Management
New York
$64.8K – – –
BC
2103
Barrett & Company
Rhode Island
$64.8K – – –
RWS
2104
Retirement Wealth Solutions
Wisconsin
$62.7K – – –
PMFA
2105
Plante Moran Financial Advisors
Michigan
$61.7K -$249K -1,320 -81%
API
2106
Asset Planning Inc
California
$61.7K – – –
TIM
2107
Tortoise Investment Management
New York
$61.7K +$18.9K +100 +50%
PCTC
2108
Perkins Coie Trust Company
Washington
$61.7K -$943 -5 -2%
KWM
2109
Kiker Wealth Management
Georgia
$59.6K -$21.7K -115 -28%
GA
2110
GoalVest Advisory
New York
$59.6K -$18.9K -100 -26%
SO
2111
Sierra Ocean
California
$59.6K -$943 -5 -2%
CCM
2112
Chilton Capital Management
Texas
$58.6K +$30.2K +160 +128%
PGAM
2113
Princeton Global Asset Management
New Jersey
$57.6K +$15.1K +80 +40%
DF
2114
Dunhill Financial
United Kingdom
$57.3K -$30.2K -160 -37%
S
2115
Sachetta
Massachusetts
$56.5K +$3.77K +20 +8%
ACA
2116
American Capital Advisory
Idaho
$56.5K +$4.72K +25 +10%
CIAS
2117
CBIZ Investment Advisory Services
Ohio
$56.5K +$33K +175 +175%
KFI
2118
Key Financial Inc
Pennsylvania
$52.4K +$6.6K +35 +16%
ITIM
2119
Indiana Trust & Investment Management
Indiana
$52.4K +$28.3K +150 +143%
AW
2120
Avion Wealth
Texas
$52K +$8.49K +45 +21%
VFM
2121
Vision Financial Markets
Connecticut
$51.4K -$23.6K -125 -33%
TC
2122
Truvestments Capital
Florida
$51.4K -$17K -90 -26%
AWM
2123
Accredited Wealth Management
Kentucky
$51.4K – – –
OSNBOA
2124
Old Second National Bank of Aurora
Illinois
$51.4K – – –
SWIM
2125
Smallwood Wealth Investment Management
New Jersey
$51.4K – – –
83 84
85
86 87