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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$50K +$5.98K +117 +14%
HBW
1027
Hazlett, Burt & Watson
West Virginia
$49K +$23K +450 +90%
WT
1028
Whittier Trust
California
$47.4K +$20.4K +399 +80%
EPAM
1029
Evelyn Partners Asset Management
$46.2K – – –
SCM
1030
Sterling Capital Management
North Carolina
$42.5K -$50.4K -985 -55%
SIS
1031
Sound Income Strategies
Florida
$41K -$109K -2,122 -73%
PGAM
1032
Princeton Global Asset Management
New Jersey
$40.2K +$205 +4 +0.5%
MWM
1033
Mascoma Wealth Management
New Hampshire
$39.7K – – –
VCM
1034
Versant Capital Management
Arizona
$39.6K -$56.8K -1,111 -60%
SWIM
1035
Smallwood Wealth Investment Management
New Jersey
$39.6K – – –
TFIPS
1036
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.6K – – –
MCM
1037
Manchester Capital Management
Vermont
$37.8K -$1.23K -24 -3%
FGC
1038
Financial Gravity Companies
Texas
$37.8K +$36.6K +716 New
WIM
1039
Westside Investment Management
California
$37K +$6.75K +132 +23%
RDFA
1040
Ritter Daniher Financial Advisory
Ohio
$35.1K – – –
OWA
1041
Opal Wealth Advisors
New York
$35.1K +$34.1K +666 New
LI
1042
LRI Investments
Florida
$35K – – –
PWA
1043
Provenance Wealth Advisors
Florida
$34.3K -$113K -2,200 -77%
DJSG
1044
D.J. St. Germain
Massachusetts
$33.8K – – –
TCOV
1045
Trust Company of Vermont
Vermont
$32.5K – – –
AGWCA
1046
Annis Gardner Whiting Capital Advisors
Florida
$31.7K -$31.6K -618 -51%
CFO
1047
CVA Family Office
Colorado
$31.5K -$13.4K -263 -31%
NFSG
1048
Newbridge Financial Services Group
Florida
$31.3K -$26.2K -512 -46%
PWMG
1049
Private Wealth Management Group
New Jersey
$31.3K -$256 -5 -0.8%
SIC
1050
SJS Investment Consulting
Ohio
$30.6K -$1.02K -20 -3%
40 41
42
43 44