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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1826
Edge Wealth Management
New York
$64K +$15K +200 +30%
CYG
1827
Clean Yield Group
Vermont
$63K – – –
HMS
1828
Hanseatic Management Services
New Mexico
$63K +$15.3K +203 +31%
CA
1829
Crewe Advisors
Utah
$62K – – –
MAWCM
1830
Mine & Arao Wealth Creation & Management
California
$62K +$376 +5 +0.6%
TIM
1831
Tortoise Investment Management
New York
$61K -$376 -5 -0.6%
ED
1832
Exane Derivatives
France
$60.3K -$17K -226 -22%
RWA
1833
Ropes Wealth Advisors
Massachusetts
$59K +$20.1K +267 +50%
AC
1834
Asio Capital
Kentucky
$59K +$60.1K +800 New
MRCM
1835
M&R Capital Management
New Jersey
$58K – – –
SL
1836
Savior LLC
Massachusetts
$56K -$7.97K -106 -12%
RWB
1837
RMR Wealth Builders
New Jersey
$56K +$57.4K +764 New
MA
1838
Modus Advisors
Minnesota
$56K +$57.6K +766 New
SFG
1839
Sowa Financial Group
Rhode Island
$55K – – –
LFG
1840
Larson Financial Group
Missouri
$55K +$51.6K +687 +1,073%
BWA
1841
BDO Wealth Advisors
Florida
$54K +$225 +3 +0.4%
RCC
1842
Red Cedar Capital
Nebraska
$52K – – –
SLF
1843
Sun Life Financial
Ontario, Canada
$52K +$1.28K +17 +2%
AW
1844
Avion Wealth
Texas
$51K – – –
HRC
1845
Hoertkorn Richard Charles
$51K +$30.1K +400 +133%
LWA
1846
Lowe Wealth Advisors
Maryland
$50K – – –
CFN
1847
Cordasco Financial Network
Florida
$48K – – –
WA
1848
WestEnd Advisors
North Carolina
$47.2K -$15.6M -207,394 -100%
CAL
1849
Capital Advisors Ltd
Ohio
$47K – – –
TFO
1850
Tarbox Family Office
California
$46K -$15.6K -208 -25%
72 73
74
75 76