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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1051
Operose Advisors
Wisconsin
$78.6K +$27.8K +126 +50%
BWL
1052
Bogart Wealth LLC
Virginia
$77.3K -$441 -2 -0.5%
IAAG
1053
Innovative Asset Advisors Group
Connecticut
$76.3K +$80.5K +365 New
MWPCG
1054
Measured Wealth Private Client Group
New Hampshire
$74.4K – – –
RFS
1055
Richardson Financial Services
Massachusetts
$73.4K -$1.99K -9 -3%
ASCM
1056
Adkins Seale Capital Management
Louisiana
$70.7K – – –
EP
1057
Essential Partners
California
$69.8K +$28.7K +130 +64%
MCM
1058
MV Capital Management
Maryland
$69.4K +$33.1K +150 +82%
EPIM
1059
Evelyn Partners Investment Management
$67.9K – – –
RBC
1060
Roble Belko & Company
Pennsylvania
$67K -$55K -249 -44%
SL
1061
Salomon & Ludwin
Virginia
$64K -$2.43K -11 -3%
FP
1062
Financial Perspectives
Minnesota
$63.6K – – –
ECA
1063
Elevated Capital Advisors
Utah
$63.5K -$123K -556 -65%
SGK
1064
Steigerwald Gordon & Koch
Virginia
$62.1K – – –
HAP
1065
Harbor Asset Planning
Massachusetts
$61.9K – – –
SVCP
1066
Silicon Valley Capital Partners
California
$61.4K +$4.63K +21 +8%
RMC
1067
Resources Management Corp
Connecticut
$61K – – –
PWA
1068
Physician Wealth Advisors
Utah
$60.4K +$8.39K +38 +15%
WB
1069
Webster Bank
Connecticut
$60K – – –
DSC
1070
Duncker Streett & Co
Missouri
$56.9K – – –
BLC
1071
Brown, Lisle/Cummings
Rhode Island
$56.9K +$30.9K +140 +106%
M
1072
MOTCO
Texas
$56K – – –
WSFG
1073
Wall Street Financial Group
Illinois
$53.5K +$56.5K +256 New
OWA
1074
Opal Wealth Advisors
New York
$52.7K +$55.6K +252 New
RTC
1075
Riverview Trust Company
Washington
$52.5K -$18.5K -84 -25%
41 42
43
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