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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1351
Compass Wealth Management
Connecticut
$53.4K – – –
GSWM
1352
Golden State Wealth Management
California
$53.4K +$54.4K +675 New
DCM
1353
Davis Capital Management
Florida
$49.8K – – –
KPP
1354
Kings Path Partners
Texas
$49.8K – – –
HWA
1355
HHM Wealth Advisors
Tennessee
$49.8K +$3.63K +45 +8%
CWM
1356
Centricity Wealth Management
Ohio
$48.6K +$49.6K +615 New
BCA
1357
Bray Capital Advisors
Florida
$47.4K – – –
QPBE
1358
Quintet Private Bank (Europe)
Luxembourg
$47.4K +$48.4K +600 New
VHAM
1359
Van Hulzen Asset Management
California
$47.4K +$48.4K +600 New
PBK
1360
Peoples Bank (Kansas)
Kansas
$47.4K -$36.3K -450 -43%
SAM
1361
Synergy Asset Management
Washington
$46.1K +$48.4K +600 New
RWS
1362
Retirement Wealth Solutions
Wisconsin
$45.5K +$46K +570 New
RTC
1363
Riverview Trust Company
Washington
$43.9K – – –
FMP
1364
Financial Management Professionals
Texas
$42.7K – – –
GIS
1365
Grayhawk Investment Strategies
Alberta, Canada
$41.5K – – –
WPA
1366
West Paces Advisors
Georgia
$39.1K – – –
FCG
1367
Financial Connections Group
California
$39K – – –
MCM
1368
MidAtlantic Capital Management
Virginia
$37.9K – – –
RA
1369
Rise Advisors
New York
$37.9K – – –
TCM
1370
Tradewinds Capital Management
Washington
$37.9K – – –
TIM
1371
Tortoise Investment Management
New York
$36.8K +$7.26K +90 +24%
IMC
1372
Investment Management Corporation
Virginia
$36.8K +$37.5K +465 New
EWM
1373
Evermay Wealth Management
Virginia
$35.6K – – –
MSWM
1374
Mowery & Schoenfeld Wealth Management
Illinois
$34.4K +$35.1K +435 New
CSWM
1375
Cassady Schiller Wealth Management
Ohio
$34.4K +$3.63K +45 +12%
53 54
55
56 57