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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3051
Gitterman Wealth Management
New Jersey
$559K +$322K +1,167 +140%
TVAMP
3052
Tennessee Valley Asset Management Partners
Tennessee
$555K -$529K -1,917 -49%
EL
3053
EWA LLC
Pennsylvania
$554K +$114K +414 +27%
AFAS
3054
Acorn Financial Advisory Services
Virginia
$553K -$38.7K -140 -7%
PIAS
3055
PCA Investment Advisory Services
Ohio
$552K +$3.04K +11 +0.6%
HFP
3056
Holistic Financial Partners
Indiana
$552K +$1.1K +4 +0.2%
CIG
3057
Cairn Investment Group
Washington
$552K +$3.87K +14 +0.7%
RG
3058
Richelieu Gestion
France
$552K +$221K +801 +68%
PSCM
3059
Per Stirling Capital Management
Texas
$552K +$276 +1 +0.1%
NFG
3060
Nadler Financial Group
Illinois
$550K +$19.9K +72 +4%
BFWM
3061
Bright Futures Wealth Management
New York
$550K +$570K +2,064 New
HWM
3062
Hemington Wealth Management
Virginia
$549K -$147K -533 -21%
EFMH
3063
E Fund Management (HK)
Hong Kong
$549K +$457K +1,655 +532%
AO
3064
Allen Operations
New York
$549K – – –
DB
3065
Dravo Bay
Delaware
$548K – – –
LWANC
3066
Laurel Wealth Advisors (North Carolina)
North Carolina
$548K -$10.5K -38 -2%
KFI
3067
Key Financial Inc
Pennsylvania
$548K – – –
OPPS
3068
Obsidian Personal Planning Solutions
Maryland
$547K -$18.5K -67 -3%
EIG
3069
Ellenbecker Investment Group
Wisconsin
$545K -$24.3K -88 -4%
SCM
3070
SOL Capital Management
Maryland
$544K -$24.8K -90 -4%
OIM
3071
Oder Investment Management
California
$544K +$15.2K +55 +3%
VWM
3072
Valley Wealth Managers
New Jersey
$544K +$153K +553 +40%
CSPAM
3073
Cary Street Partners Asset Management
Virginia
$543K – – –
CPW
3074
Crestmont Private Wealth
Texas
$543K +$115K +417 +27%
KPWG
3075
KFA Private Wealth Group
Virginia
$540K +$22.9K +83 +4%
121 122
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