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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2351
Sound Income Strategies
Florida
$117K +$62.5K +351 +106%
APC
2352
Aspire Private Capital
North Carolina
$116K +$8.37K +47 +7%
EI
2353
Ellevest Inc
New York
$114K +$17.8K +100 +18%
CCM
2354
Cribstone Capital Management
Maine
$110K -$2.14K -12 -2%
PRC
2355
Pearl River Capital
Michigan
$110K +$114K +641 New
HGWM
2356
Harvest Group Wealth Management
Massachusetts
$105K – – –
ETI
2357
Enterprise Trust & Investment
California
$105K +$96.5K +542 +774%
NIC
2358
Northwest Investment Counselors
Oregon
$104K +$108K +607 New
HCM
2359
Highlander Capital Management
New Jersey
$103K – – –
SQA
2360
Simon Quick Advisors
New Jersey
$102K -$3.21K -18 -3%
CAL
2361
Capital Advisors Ltd
Ohio
$100K -$61.4K -345 -37%
PO
2362
Private Ocean
California
$99K +$54.3K +305 +113%
TFGT
2363
TS Financial Group (TSFG)
Illinois
$93K -$891 -5 -0.9%
CAGAS
2364
Capital Advisory Group Advisory Services
Minnesota
$88K – – –
SMG
2365
Spectrum Management Group
Indiana
$88K +$9.08K +51 +11%
CIM
2366
Contravisory Investment Management
Massachusetts
$86K +$8.55K +48 +11%
1NWS
2367
1 North Wealth Services
Maryland
$78K +$80.3K +451 New
RWG
2368
Regal Wealth Group
California
$75K – – –
WCG
2369
Weaver Consulting Group
California
$72K – – –
WPW
2370
Winthrop Partners - WNY
New York
$70.9K +$73.4K +412 New
FFW
2371
Fusion Family Wealth
New York
$69K -$98.9K -555 -58%
EWM
2372
Elmwood Wealth Management
California
$69K – – –
OIM
2373
Opus Investment Management
Massachusetts
$69K +$71.2K +400 New
SAM
2374
Shamrock Asset Management
Texas
$69K +$71.2K +400 New
CFD
2375
Creative Financial Designs
Indiana
$68K -$59.5K -334 -46%
93 94
95
96 97