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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1901
Western Pacific Wealth Management
Illinois
$96.5K -$205K -2,846 -68%
SL
1902
Salomon & Ludwin
Virginia
$93K – – –
AWM
1903
Activest Wealth Management
Florida
$92.5K +$48.7K +676 +114%
AF
1904
Atala Financial
California
$92.4K +$72K +1,000 +373%
EPIM
1905
Evelyn Partners Investment Management
$91.1K -$3.6K -50 -4%
BHWM
1906
Bay Harbor Wealth Management
Maryland
$90.3K +$2.09K +29 +2%
AT
1907
Arlington Trust
Alabama
$89.6K – – –
DAM
1908
Delta Asset Management
Tennessee
$87.4K – – –
A
1909
AlphaQuest
New York
$84.7K -$261K -3,616 -76%
CA
1910
Continuum Advisory
Idaho
$84K -$16.6K -231 -17%
CJL
1911
Cyrus J. Lawrence
New York
$83K -$2.05M -28,395 -96%
GEA
1912
Glen Eagle Advisors
New Jersey
$82.3K +$44.5K +618 +121%
TFGT
1913
TS Financial Group (TSFG)
Illinois
$82K -$13.7K -190 -14%
CYG
1914
Clean Yield Group
Vermont
$80.3K -$1.73K -24 -2%
CPG
1915
Cornerstone Planning Group
New Jersey
$79.6K +$24K +333 +45%
NC
1916
NewSquare Capital
Pennsylvania
$78.5K +$33.9K +471 +78%
BCWM
1917
Bartlett & Co Wealth Management
Ohio
$78.1K +$8.5K +118 +12%
GFL
1918
Granite FO LLC
New Hampshire
$76.9K – – –
GSWM
1919
Golden State Wealth Management
California
$76.8K -$25.6K -355 -25%
FC
1920
Family CFO
California
$76.7K – – –
WCM
1921
WealthTrak Capital Management
Virginia
$76.4K +$8.64K +120 +13%
MCM
1922
MV Capital Management
Maryland
$73.8K +$41.4K +575 +131%
CWM
1923
Compass Wealth Management
Connecticut
$72.9K – – –
VWWMG
1924
Vermillion & White Wealth Management Group
Pennsylvania
$72.9K +$14.4K +200 +25%
BCFD
1925
Boit C.F. David
$72.9K +$72K +1,000 New
75 76
77
78 79