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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2201
Well Done LLC
Michigan
$552K +$17.8K +300 +3%
NAS
2202
Nicolet Advisory Services
Wisconsin
$552K +$18.8K +317 +3%
SAM
2203
Seelaus Asset Management
New Jersey
$552K +$83.4K +1,405 +18%
CS
2204
Capital Square
Tennessee
$551K +$8.97K +151 +2%
SICM
2205
Sustainable Insight Capital Management
New York
$551K +$557K +9,385 New
TC
2206
Truvestments Capital
Florida
$549K +$87.8K +1,479 +19%
WIC
2207
Whitegate Investment Counselors
New Hampshire
$548K +$215K +3,628 +64%
LIG
2208
Lokken Investment Group
Delaware
$548K +$554K +9,330 New
B
2209
Bridgeworth
Alabama
$545K -$1.54K -26 -0.3%
BOM
2210
Bank of Marin
California
$544K – – –
TVAMP
2211
Tennessee Valley Asset Management Partners
Tennessee
$544K +$277K +4,660 +101%
OPWM
2212
Oxinas Partners Wealth Management
Indiana
$544K +$550K +9,253 New
RFMS
2213
RWQ Financial Management Services
Florida
$543K +$549K +9,248 New
EI
2214
EDMP Inc
Florida
$539K – – –
PCMC
2215
Private Capital Management (Colorado)
Colorado
$539K +$545K +9,169 New
MAM
2216
Morse Asset Management
Connecticut
$535K -$1.19M -20,116 -69%
RSWM
2217
Robertson Stephens Wealth Management
California
$535K -$4.04K -68 -0.7%
HWM
2218
Howard Wealth Management
Connecticut
$532K -$7.3K -123 -1%
RC
2219
Reik & Co
New York
$531K – – –
FA
2220
Financial Avengers
California
$531K +$537K +9,043 New
PMA
2221
Prudent Man Advisors
Illinois
$530K +$44K +741 +9%
HG
2222
Harbor Group
New Hampshire
$526K +$547K +9,212 New
DW
2223
Domani Wealth
Pennsylvania
$524K -$42.8K -720 -7%
BOS
2224
Bingham Osborn & Scarborough
California
$523K -$54.5K -917 -9%
SWRP
2225
Summit Wealth & Retirement Planning
California
$522K -$1.84K -31 -0.3%
87 88
89
90 91