Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2726
Evermay Wealth Management
Virginia
$131K +$26.8K +1,830 +26%
BWM
2727
BerganKDV Wealth Management
Minnesota
$131K -$39.3K -2,680 -23%
TLCM
2728
Twin Lakes Capital Management
California
$128K -$5.87K -400 -4%
GAG
2729
Goodman Advisory Group
Massachusetts
$126K – – –
FFA
2730
Fairfield Financial Advisors
Massachusetts
$125K +$147 +10 +0.1%
JSAM
2731
J. Safra Asset Management
New York
$123K +$124K +8,480 New
OA
2732
Operose Advisors
Wisconsin
$123K – – –
T2I
2733
Turim 21 Investimentos
Brazil
$122K – – –
SIMG
2734
Stephens Investment Management Group
Texas
$122K +$58.4K +3,980 +91%
MTIC
2735
Missouri Trust & Investment Company
Missouri
$121K – – –
SIS
2736
Sound Income Strategies
Florida
$121K -$32.9K -2,240 -21%
HIM
2737
Hillsdale Investment Management
Ontario, Canada
$120K -$74.8K -5,100 -38%
NECFA
2738
New England Capital Financial Advisors
Connecticut
$119K +$98.1K +6,690 New
RWM
2739
Raffa Wealth Management
District of Columbia
$119K +$3.67K +250 +3%
MLA
2740
MB, Levis & Associates
Pennsylvania
$118K +$119K +8,090 New
BWL
2741
Bogart Wealth LLC
Virginia
$117K -$108K -7,340 -48%
FCT
2742
First Community Trust
Iowa
$117K – – –
DWMG
2743
DB Wealth Management Group
California
$117K – – –
MWM
2744
Mascoma Wealth Management
New Hampshire
$117K -$11.7K -800 -9%
APC
2745
Aspire Private Capital
North Carolina
$116K – – –
IFAM
2746
Institutional & Family Asset Management
Colorado
$115K -$293 -20 -0.3%
JWA
2747
JFS Wealth Advisors
Pennsylvania
$113K -$60.4K -4,120 -35%
KFP
2748
KB Financial Partners
New Jersey
$112K +$15.7K +1,070 +16%
CA
2749
Corrado Advisors
New Jersey
$110K +$110K +7,500 New
CH
2750
Canton Hathaway
Rhode Island
$108K – – –