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Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
2076
RF&L Wealth Management
Massachusetts
$248K +$2.52K +27 +1%
WPWM
2077
Western Pacific Wealth Management
Illinois
$247K – – –
SWM
2078
Salvus Wealth Management
New Jersey
$247K +$236K +2,521 New
SA
2079
Sovran Advisors
California
$247K +$40.3K +431 +20%
CIAS
2080
CFS Investment Advisory Services
New Jersey
$246K -$66.4K -710 -21%
ML
2081
McAdam LLC
Pennsylvania
$245K -$346K -3,703 -60%
GWM
2082
Gitterman Wealth Management
New Jersey
$245K – – –
BSAM
2083
Blue Square Asset Management
New York
$245K +$234K +2,500 New
PWM
2084
Pines Wealth Management
North Carolina
$244K +$30.2K +323 +15%
CT
2085
ClearAlpha Technologies
Connecticut
$242K +$231K +2,470 New
BBL
2086
Beck Bode LLC
Massachusetts
$241K +$230K +2,463 New
EAM
2087
Empirical Asset Management
Massachusetts
$241K +$6.81M +72,827 +2,745%
PW
2088
Pandora Wealth
Illinois
$241K -$22.9K -245 -9%
AF
2089
Apexium Financial
Texas
$241K -$1.03K -11 -0.4%
GITFIT
2090
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$240K -$9.35K -100 -4%
AWA
2091
A4 Wealth Advisors
North Carolina
$240K +$229K +2,449 New
AWS
2092
Aspen Wealth Strategies
Colorado
$240K – – –
PWP
2093
Private Wealth Partners
California
$239K +$228K +2,442 New
AWM
2094
AllSquare Wealth Management
New York
$238K +$12.3K +132 +6%
TS
2095
Tamar Securities
California
$237K -$4.86K -52 -2%
BBA
2096
Braun-Bostich & Associates
Pennsylvania
$237K -$25.9K -277 -10%
AWC
2097
Abundance Wealth Counselors
Pennsylvania
$237K – – –
AW
2098
Alteri Wealth
California
$236K +$19.5K +209 +9%
3IP
2099
3Chopt Investment Partners
Virginia
$236K +$3.09K +33 +1%
EC
2100
EdgeRock Capital
Colorado
$235K +$2.24K +24 +1%
82 83
84
85 86