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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
2576
Lucia Wealth Services
California
$75K -$22.1K -380 -23%
SCA
2577
Stuart Chaussee & Associates
California
$73K +$24.8K +426 +53%
LGWM
2578
Litman Gregory Wealth Management
California
$72K +$9.24K +159 +15%
HFS
2579
HBC Financial Services
Washington
$70K +$1.57K +27 +2%
JWBC
2580
John W. Brooker & Co
California
$68K – – –
BAMG
2581
Brand Asset Management Group
Missouri
$67K – – –
IWP
2582
IAG Wealth Partners
Wisconsin
$66K – – –
M
2583
Mirova
France
$56K -$205K -3,524 -79%
RCG
2584
Ruggie Capital Group
Florida
$56K +$581 +10 +1%
CIA
2585
Cascade Investment Advisors
Oregon
$52.5K – – –
MI
2586
Markston International
New York
$51K – – –
WAM
2587
Westport Asset Management
Connecticut
$51K – – –
BC
2588
Barnett & Company
Tennessee
$49K -$55.6K -957 -54%
HRC
2589
Hoertkorn Richard Charles
$48K – – –
KCM
2590
Kathmere Capital Management
Pennsylvania
$46K +$44.4K +765 New
HWM
2591
HighMark Wealth Management
Minnesota
$45K -$2.03K -35 -4%
TCM
2592
TD Capital Management
Tennessee
$45K – – –
CMA
2593
Cedar Mountain Advisors
Oregon
$43K – – –
CWM
2594
Cranbrook Wealth Management
Michigan
$39K +$12.8K +221 +50%
PCWA
2595
Pacific Capital Wealth Advisors
California
$38K +$37.1K +639 New
OAJ
2596
Ogorek Anthony Joseph
New York
$36K -$5.81K -100 -14%
AW
2597
Avion Wealth
Texas
$36K +$23.2K +400 +191%
TFA
2598
Toth Financial Advisory
Virginia
$35K -$2.21K -38 -6%
BFG
2599
Baron Financial Group
New Jersey
$34.8K +$34K +585 New
WCMN
2600
Westchester Capital Management (Nebraska)
Nebraska
$34K – – –
102 103
104
105 106