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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
976
Harbor Investment Advisory
Maryland
$4K – – –
WWM
977
Wolff Wiese Magana
California
$4K +$3.34K +27 New
RA
978
Resolute Advisors
California
$4K +$3.58K +29 New
SFO
979
Standard Family Office
South Dakota
$4K +$3.71K +30 New
FMP
980
Financial Management Professionals
Texas
$3K -$9.51K -77 -80%
BBHC
981
Brown Brothers Harriman & Co
New York
$3K -$1.73K -14 -36%
CCM
982
Cribstone Capital Management
Maine
$3K – – –
ATC
983
Adirondack Trust Company
New York
$3K +$2.47K +20 New
IPW
984
IronBridge Private Wealth
Texas
$3K +$2.47K +20 New
IA
985
Inspire Advisors
Idaho
$3K +$3.09K +25 New
BCWM
986
Bartlett & Co Wealth Management
Ohio
$2.02K +$1.85K +15 New
TIM
987
Tortoise Investment Management
New York
$2K -$3.46K -28 -68%
NG
988
NWK Group
California
$2K – – –
TFA
989
Transamerica Financial Advisors
Florida
$2K – – –
1IA
990
1834 Investment Advisors
Wisconsin
$2K +$1.48K +12 New
BC
991
Bartlett & Co
Ohio
$2K +$1.85K +15 New
DWMG
992
DB Wealth Management Group
California
$2K +$1.98K +16 New
TWM
993
Tradition Wealth Management
Minnesota
$2K +$1.98K +16 New
SIAG
994
Safeguard Investment Advisory Group
California
$2K +$2.72K +22 New
CA
995
Crewe Advisors
Utah
$1K -$6.05K -49 -88%
BWA
996
Burt Wealth Advisors
Maryland
$1K – – –
CWC
997
Carolinas Wealth Consulting
North Carolina
$1K – – –
TAIM
998
TD Ameritrade Investment Management
Nebraska
$1K – – –
FA
999
Financial Avengers
California
$1K +$865 +7 New
RWA
1000
Ropes Wealth Advisors
Massachusetts
$1K +$1.24K +10 New
38 39
40
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