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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2851
Evermay Wealth Management
Virginia
$1.81M -$123K -1,700 -8%
SFG
2852
Snider Financial Group
Washington
$1.81M +$1.45M +20,010 New
LOAMU
2853
Lombard Odier Asset Management (USA)
New York
$1.81M -$3.99M -55,000 -73%
CMANY
2854
Capital Management Associates (New York)
New York
$1.81M -$181K -2,500 -11%
IF
2855
Integrity Financial
Wyoming
$1.81M +$47.1K +650 +3%
BWM
2856
Baron Wealth Management
Michigan
$1.8M +$95.7K +1,320 +7%
PCA
2857
Prosperity Capital Advisors
Ohio
$1.8M +$150K +2,070 +12%
DF
2858
Donoghue Forlines
Massachusetts
$1.8M -$3.07M -42,290 -68%
CG
2859
Clifford Group
Massachusetts
$1.8M -$74.7K -1,030 -5%
MHR
2860
Matthew Hamilton Rosenberg
$1.8M – – –
CWA
2861
Choice Wealth Advisors
Maine
$1.8M -$36.2K -500 -2%
WQ
2862
Wealth Quarterback
New Jersey
$1.8M -$16.7K -230 -1%
DWM
2863
Darwin Wealth Management
Florida
$1.8M -$725 -10 -0.1%
TFA
2864
Trinity Financial Advisors
Ohio
$1.79M -$217K -3,000 -13%
T
2865
TCWP
Ohio
$1.79M +$6.52K +90 +0.5%
PWM
2866
Prentice Wealth Management
New York
$1.78M -$100K -1,380 -7%
BWIA
2867
Bryant Woods Investment Advisors
New York
$1.78M +$128K +1,770 +10%
TSWM
2868
Triangle Securities Wealth Management
North Carolina
$1.77M -$9.42K -130 -0.7%
MCM
2869
Morton Capital Management
California
$1.77M +$39.9K +550 +3%
APGDR
2870
Absoluto Partners Gestao de Recursos
Brazil
$1.77M +$1.42M +19,550 New
WMWM
2871
Whitaker-Myers Wealth Managers
Ohio
$1.76M +$293K +4,040 +26%
MLIC
2872
Mandatum Life Insurance Company
Finland
$1.76M -$2.83M -39,070 -67%
W
2873
Wealthquest
Ohio
$1.76M +$42.8K +590 +3%
TCM
2874
Triumph Capital Management
Colorado
$1.76M +$489K +6,750 +53%
SFA
2875
Source Financial Advisors
New York
$1.75M +$20.3K +280 +1%
113 114
115
116 117