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Name Holding Trade Value Shares
Change 		Change in
Stake
CRCM
1501
Crystal Rock Capital Management
Illinois
$888K +$987K +5,050 New
GWMIA
1502
Global Wealth Management Investment Advisory
Florida
$888K +$93.8K +480 +11%
MIS
1503
Morningstar Investment Services
Illinois
$887K -$825K -4,222 -46%
CT
1504
Cambridge Trust
Massachusetts
$884K -$29.9K -153 -3%
FOA
1505
Five Oceans Advisors
California
$884K -$28.5K -146 -3%
EI
1506
Ellevest Inc
New York
$882K +$42.8K +219 +5%
TW
1507
Traveka Wealth
California
$882K +$332K +1,700 +51%
FPGK
1508
Financial Partners Group (Kansas)
Kansas
$882K +$97.3K +498 +11%
RCA
1509
Resonant Capital Advisors
Wisconsin
$879K +$469K +2,398 +92%
BWM
1510
BCS Wealth Management
Tennessee
$879K -$8.79K -45 -0.9%
CCG
1511
Ceeto Capital Group
Florida
$879K – – –
NCM
1512
Neumann Capital Management
California
$879K +$977K +5,000 New
I
1513
INVST
Indiana
$877K -$53.7K -275 -5%
SN
1514
Sittner & Nelson
Oregon
$876K +$81.9K +419 +9%
PG
1515
Prostatis Group
Maryland
$876K +$774K +3,960 +387%
BA
1516
Ballast Advisors
Minnesota
$876K +$86.9K +445 +10%
VI
1517
Versor Investments
New York
$876K +$973K +4,982 New
WMA
1518
West Michigan Advisors
Michigan
$875K +$69.6K +356 +8%
9WM
1519
9258 Wealth Management
Ohio
$872K -$235K -1,205 -20%
MSWM
1520
McGlone Suttner Wealth Management
Wisconsin
$871K -$96.3K -493 -9%
WAS
1521
Winch Advisory Services
Wisconsin
$870K +$177K +904 +22%
WPC
1522
Waters Parkerson & Co
Louisiana
$869K – – –
CWA
1523
Clarus Wealth Advisors
Arizona
$868K +$221K +1,129 +29%
LW
1524
Libra Wealth
California
$868K +$117K +597 +14%
NRD
1525
Nebula Research & Development
New York
$866K +$595K +3,044 +162%
59 60
61
62 63