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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1601
Boothe Investment Group
Delaware
$877K +$100K +2,488 +14%
HNB
1602
Hilltop National Bank
Wyoming
$876K +$842K +20,874 New
VH
1603
Visionary Horizons
Tennessee
$874K -$11.9K -295 -1%
EI
1604
Ellevest Inc
New York
$871K -$33.6K -834 -4%
PL
1605
Plancorp LLC
Missouri
$870K +$121K +3,005 +17%
ICG
1606
InterOcean Capital Group
Tennessee
$869K +$94.6K +2,345 +13%
PIA
1607
Perennial Investment Advisors
California
$869K +$20.3K +504 +2%
BCM
1608
Birmingham Capital Management
Alabama
$869K -$122K -3,022 -13%
PCM
1609
Poehling Capital Management
Wisconsin
$868K +$4.24K +105 +0.5%
EFM
1610
Eley Financial Management
Vermont
$868K +$2.66K +66 +0.3%
TWD
1611
True Wealth Design
Ohio
$867K -$7.83K -194 -0.9%
TWM
1612
Thrive Wealth Management
Pennsylvania
$866K -$9.68K -240 -1%
RA
1613
Ransom Advisory
Rhode Island
$864K +$830K +20,588 New
FFN
1614
Focus Financial Network
Minnesota
$861K -$2.02M -50,126 -70%
LAM
1615
Lewis Asset Management
California
$861K +$15K +373 +2%
BCM
1616
Bayesian Capital Management
New York
$860K +$827K +20,500 New
RBFC
1617
Roman Butler Fullerton & Co
Missouri
$857K -$38.6K -957 -4%
MWM
1618
Massachusetts Wealth Management
Massachusetts
$855K – – –
MWS
1619
Maxwell Wealth Strategies
California
$852K +$852K +21,119 New
NFSG
1620
Newbridge Financial Services Group
Florida
$851K -$70.1K -1,739 -8%
KIG
1621
Kowal Investment Group
Wisconsin
$850K +$110K +2,729 +16%
AEPWM
1622
Atlantic Edge Private Wealth Management
Florida
$850K +$215K +5,325 +36%
HWP
1623
Highline Wealth Partners
California
$846K -$75.1K -1,861 -8%
MWM
1624
Modera Wealth Management
New Jersey
$844K -$27.3K -676 -3%
MVA
1625
Mount Vernon Associates
Maryland
$842K – – –
63 64
65
66 67