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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2351
Gitterman Wealth Management
New Jersey
$206K +$214K +847 New
DLG
2352
Daniel L. Goodwin
$205K +$213K +845 New
PCMK
2353
Paragon Capital Management (Kansas)
Kansas
$202K +$192K +759 New
CFO
2354
CVA Family Office
Colorado
$202K +$210K +830 New
FFS
2355
Founders Financial Securities
Maryland
$201K +$209K +828 New
CA
2356
CGN Advisors
Kansas
$200K -$50.8K -201 -20%
BCPWM
2357
Bradley & Co Private Wealth Management
Florida
$200K +$208K +824 New
HIM
2358
Hanlon Investment Management
New Jersey
$200K +$208K +824 New
FNWM
2359
Financial Network Wealth Management
Utah
$200K +$208K +825 New
AF
2360
Allworth Financial
California
$192K -$33.8K -134 -15%
MWC
2361
MBM Wealth Consultants
Missouri
$190K +$23.7K +94 +14%
IUHSA
2362
Itau Unibanco Holding S.A.
Brazil
$185K +$11.6K +46 +6%
SIS
2363
Sound Income Strategies
Florida
$180K +$6.31K +25 +3%
MWA
2364
Moser Wealth Advisors
Washington
$176K +$37.9K +150 +26%
SC
2365
Sierra Capital
Florida
$176K +$183K +725 New
GAM
2366
Gemmer Asset Management
California
$173K -$1.51K -6 -0.8%
TFO
2367
Tarbox Family Office
California
$173K – – –
HIM
2368
Hillsdale Investment Management
Ontario, Canada
$171K +$8.84K +35 +5%
TC
2369
Truvestments Capital
Florida
$170K +$5.55K +22 +3%
TFGT
2370
TS Financial Group (TSFG)
Illinois
$170K +$25.5K +101 +17%
MAM
2371
Magellan Asset Management
Australia
$165K -$30K -119 -15%
MFT
2372
Moisand Fitzgerald Tamayo
Florida
$164K -$9.09K -36 -5%
FWM
2373
Focused Wealth Management
New York
$158K +$253 +1 +0.2%
SWG
2374
Summit Wealth Group
Vermont
$154K +$160K +634 New
HFA
2375
Hoover Financial Advisors
Pennsylvania
$152K +$505 +2 +0.3%
93 94
95
96 97