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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
2201
Nicolet Advisory Services
Wisconsin
$552K +$18.8K +317 +3%
SAM
2202
Seelaus Asset Management
New Jersey
$552K +$83.4K +1,405 +18%
CS
2203
Capital Square
Tennessee
$551K +$8.97K +151 +2%
SICM
2204
Sustainable Insight Capital Management
New York
$551K +$557K +9,385 New
TC
2205
Truvestments Capital
Florida
$549K +$87.8K +1,479 +19%
WIC
2206
Whitegate Investment Counselors
New Hampshire
$548K +$215K +3,628 +64%
LIG
2207
Lokken Investment Group
Delaware
$548K +$554K +9,330 New
B
2208
Bridgeworth
Alabama
$545K -$1.54K -26 -0.3%
BOM
2209
Bank of Marin
California
$544K – – –
TVAMP
2210
Tennessee Valley Asset Management Partners
Tennessee
$544K +$277K +4,660 +101%
OPWM
2211
Oxinas Partners Wealth Management
Indiana
$544K +$550K +9,253 New
RFMS
2212
RWQ Financial Management Services
Florida
$543K +$549K +9,248 New
EI
2213
EDMP Inc
Florida
$539K – – –
PCMC
2214
Private Capital Management (Colorado)
Colorado
$539K +$545K +9,169 New
MAM
2215
Morse Asset Management
Connecticut
$535K -$1.19M -20,116 -69%
RSWM
2216
Robertson Stephens Wealth Management
California
$535K -$4.04K -68 -0.7%
HWM
2217
Howard Wealth Management
Connecticut
$532K -$7.3K -123 -1%
RC
2218
Reik & Co
New York
$531K – – –
FA
2219
Financial Avengers
California
$531K +$537K +9,043 New
PMA
2220
Prudent Man Advisors
Illinois
$530K +$44K +741 +9%
HG
2221
Harbor Group
New Hampshire
$526K +$547K +9,212 New
DW
2222
Domani Wealth
Pennsylvania
$524K -$42.8K -720 -7%
BOS
2223
Bingham Osborn & Scarborough
California
$523K -$54.5K -917 -9%
SWRP
2224
Summit Wealth & Retirement Planning
California
$522K -$1.84K -31 -0.3%
WCM
2225
WealthBridge Capital Management
Ohio
$522K -$1.6K -27 -0.3%
87 88
89
90 91