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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1626
Owen LaRue
Kentucky
$963K -$929K -4,647 -57%
EI
1627
Ellevest Inc
New York
$963K +$144K +720 +24%
JCM
1628
Jacobsen Capital Management
Utah
$962K -$7.2K -36 -1%
GFG
1629
Goldstone Financial Group
Illinois
$962K +$329K +1,645 +81%
EL
1630
EMFO LLC
Florida
$962K +$598K +2,989 +436%
CCA
1631
Catalyst Capital Advisors
New York
$961K +$176K +881 +32%
DCM
1632
Dupont Capital Management
Delaware
$960K -$808K -4,043 -52%
RWPA
1633
Richard W. Paul & Associates
Michigan
$959K -$80K -400 -10%
CA
1634
Calton & Associates
Florida
$958K +$116K +582 +19%
TPA
1635
Trivium Point Advisory
Connecticut
$955K +$210K +1,051 +40%
CAM
1636
Concorde Asset Management
Michigan
$954K +$29.8K +149 +4%
TWM
1637
Thrive Wealth Management
Pennsylvania
$954K -$121K -603 -14%
CWA
1638
Clarus Wealth Advisors
Arizona
$953K +$13.6K +68 +2%
OGF
1639
Orin Green Financial
California
$951K – – –
JGC
1640
J. Goldman & Co
New York
$949K -$2.42M -12,104 -77%
SWM
1641
Stockman Wealth Management
Montana
$947K +$3K +15 +0.4%
CFG
1642
Carr Financial Group
Massachusetts
$946K +$114K +571 +19%
JLBC
1643
J.L. Bainbridge & Co
Florida
$945K -$38.4K -192 -5%
TA
1644
Trellis Advisors
Washington
$944K +$12.6K +63 +2%
AWM
1645
Angeles Wealth Management
California
$943K -$28K -140 -4%
SM
1646
Sciencast Management
New Jersey
$941K +$675K +3,377 New
PFG
1647
Prosperity Financial Group
California
$941K -$45.4K -227 -6%
MCWS
1648
McKinley Carter Wealth Services
West Virginia
$940K -$1.55M -7,745 -68%
VFPW
1649
Vantage Financial Partners (Wisconsin)
Wisconsin
$939K -$699K -3,494 -49%
IA
1650
IFG Advisors
Missouri
$939K – – –
64 65
66
67 68