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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1551
4J Wealth Management
Virginia
$1.2M – – –
EI
1552
Ellevest Inc
New York
$1.19M +$721K +3,034 +172%
KCPG
1553
Kavar Capital Partners Group
Kansas
$1.19M +$555K +2,335 +95%
TIM
1554
Tortoise Investment Management
New York
$1.19M -$71.3K -300 -6%
TSWM
1555
Tyler-Stone Wealth Management
Ohio
$1.18M -$108K -455 -9%
GAA
1556
Green Alpha Advisors
Colorado
$1.18M -$138K -581 -11%
AWA
1557
Aletheian Wealth Advisors
Washington
$1.18M -$39K -164 -3%
CWA
1558
Cornerstone Wealth Advisors
Minnesota
$1.18M – – –
MHC
1559
Meyer Handelman Company
New York
$1.18M – – –
AFG
1560
Allegheny Financial Group
Pennsylvania
$1.18M -$1.19K -5 -0.1%
AWA
1561
Aaron Wealth Advisors
Illinois
$1.17M -$67.5K -284 -6%
CFO
1562
CVA Family Office
Colorado
$1.17M -$85.3K -359 -7%
TW
1563
Transform Wealth
Colorado
$1.16M +$156K +657 +16%
JCFM
1564
JBR Co Financial Management
Oklahoma
$1.16M +$1.11M +4,675 New
PCM
1565
Presidio Capital Management
California
$1.16M -$6.42K -27 -0.6%
HHGA
1566
Halbert Hargrove Global Advisors
California
$1.16M +$1.11M +4,667 New
IF
1567
Intrua Financial
Texas
$1.16M +$74.9K +315 +7%
WPW
1568
Watershed Private Wealth
Illinois
$1.16M -$578K -2,433 -34%
SWP
1569
Strategic Wealth Partners
Ohio
$1.16M -$118K -497 -10%
BC
1570
Belmont Capital
California
$1.15M – – –
PPG
1571
Peak Planning Group
Colorado
$1.15M -$51.1K -215 -4%
CA
1572
Calton & Associates
Florida
$1.15M +$628K +2,643 +133%
WMA
1573
West Michigan Advisors
Michigan
$1.15M +$36.8K +155 +3%
AO
1574
Advisor OS
Illinois
$1.15M +$135K +566 +14%
PIM
1575
Parker Investment Management
California
$1.15M +$5.7K +24 +0.5%
61 62
63
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