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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1726
TFO Wealth Partners
Ohio
$81K – – –
KPCM
1727
Kings Point Capital Management
New York
$81K +$8.09K +100 +9%
FCB
1728
First Command Bank
Texas
$78K +$8.25K +102 +9%
FCFS
1729
First Command Financial Services
Texas
$78K +$8.25K +102 +9%
WFMPM
1730
Woodley Farra Manion Portfolio Management
Indiana
$77K +$81.7K +1,010 +608%
EI
1731
Ellevest Inc
New York
$76K +$42.2K +522 +83%
GTAM
1732
Global Trust Asset Management
Florida
$72K – – –
BWA
1733
Burt Wealth Advisors
Maryland
$70K – – –
ED
1734
Exane Derivatives
France
$68.7K – – –
HR
1735
Howe & Rusling
New York
$65K -$405K -5,010 -84%
1W
1736
1776 Wealth
Georgia
$65K +$20K +247 +33%
YAL
1737
Your Advocates Ltd
Texas
$60K +$74K +915 New
HF
1738
Halpern Financial
Virginia
$59.2K – – –
HS
1739
Horan Securities
United States
$59K +$73.1K +904 New
SL
1740
Savior LLC
Massachusetts
$57K -$1.05K -13 -1%
RDWM
1741
Red Door Wealth Management
Tennessee
$57K +$70.5K +872 New
WCG
1742
Weaver Consulting Group
California
$56K -$8.57K -106 -11%
CYG
1743
Clean Yield Group
Vermont
$56K +$31.5K +390 +83%
AA
1744
Advisory Alpha
Michigan
$55.7K +$13.7K +170 +30%
CA
1745
Crewe Advisors
Utah
$55K -$37.9K -469 -36%
TIM
1746
Tortoise Investment Management
New York
$55K -$20.2K -250 -23%
MAWCM
1747
Mine & Arao Wealth Creation & Management
California
$55K -$7.76K -96 -10%
TFO
1748
Tarbox Family Office
California
$54K -$5.34K -66 -7%
MRCM
1749
M&R Capital Management
New Jersey
$52K – – –
PHK
1750
Point72 Hong Kong
Hong Kong
$50K +$62K +766 New
68 69
70
71 72