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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2101
Fairfield Financial Advisors
Massachusetts
$41.1K +$43K +528 New
AWM
2102
Ameliora Wealth Management
Switzerland
$38.9K – – –
BI
2103
Bramshill Investments
Florida
$38.9K +$40.7K +500 New
WFA
2104
West Financial Advisors
Iowa
$38.7K – – –
KA
2105
Kozak & Associates
Colorado
$38.3K +$244 +3 +0.6%
OWA
2106
Opal Wealth Advisors
New York
$38.1K +$39.8K +489 New
SP
2107
SWS Partners
Ohio
$37.2K +$38.8K +477 New
CSWM
2108
Cassady Schiller Wealth Management
Ohio
$36.1K – – –
SIS
2109
Strategic Investment Solutions
Illinois
$35.9K +$26.5K +325 New
ACM
2110
Anfield Capital Management
California
$35.7K +$3.18K +39 +9%
AP
2111
Aspect Partners
Virginia
$35.3K +$163 +2 +0.4%
EWM
2112
Evermay Wealth Management
Virginia
$35.3K -$48.5K -595 -57%
PWMG
2113
Prestige Wealth Management Group
New Jersey
$35.1K -$150K -1,840 -80%
BMC
2114
Bear Mountain Capital
Washington
$34.4K -$8.55K -105 -19%
HWM
2115
HighMark Wealth Management
Minnesota
$34.4K – – –
SWC
2116
Spectrum Wealth Counsel
Indiana
$33.5K -$79.2K -972 -69%
RCM
2117
Raleigh Capital Management
North Carolina
$33.5K -$4.24K -52 -11%
CP
2118
Camelot Portfolios
Ohio
$32.6K +$34.1K +419 New
POIA
2119
Pin Oak Investment Advisors
Texas
$32K +$3.5K +43 +12%
OLVIG
2120
Oliver Lagore Vanvalin Investment Group
Michigan
$31.9K -$9.2K -113 -22%
OW
2121
Olistico Wealth
Oklahoma
$31.2K +$32.7K +401 New
DMIC
2122
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.1K -$8.14K -100 -20%
KLWA
2123
Kelly Lawrence W & Associates
California
$31.1K – – –
SA
2124
SRH Advisors
Kansas
$31.1K – – –
GKIM
2125
GW&K Investment Management
Massachusetts
$31K +$570 +7 +2%
83 84
85
86 87