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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2251
Trellis Advisors
Washington
$238K +$19.8K +343 +10%
AW
2252
Alpha Windward
Massachusetts
$237K – – –
SCA
2253
SMH Capital Advisors
Texas
$237K +$9.91K +172 +5%
UCI
2254
Uncommon Cents Investing
Wisconsin
$236K – – –
EI
2255
Ellevest Inc
New York
$235K -$28K -487 -11%
CCM
2256
Cox Capital Management
Massachusetts
$235K – – –
RAM
2257
Roanoke Asset Management
New Jersey
$235K – – –
CWM
2258
CCG Wealth Management
California
$235K +$224K +3,895 New
MPW
2259
MA Private Wealth
California
$234K -$52.9K -919 -19%
EA
2260
Elm Advisors
California
$234K – – –
RWM
2261
Reston Wealth Management
Virginia
$233K +$3.69K +64 +2%
TWM
2262
Titus Wealth Management
California
$233K +$19.4K +337 +10%
FWM
2263
Fairhaven Wealth Management
Illinois
$233K +$222K +3,857 New
MAG
2264
Mokosak Advisory Group
Iowa
$232K +$2.3K +40 +1%
NWM
2265
Northwest Wealth Management
Iowa
$231K -$16.2K -281 -7%
BW
2266
Biegel & Waller
Maryland
$231K +$220K +3,824 New
SWK
2267
Stephen W. Kidder
$228K -$28.8K -500 -12%
CCA
2268
Conestoga Capital Advisors
Pennsylvania
$228K – – –
RWM
2269
RBA Wealth Management
California
$227K – – –
BL
2270
Balentine LLC
Georgia
$227K +$141K +2,453 +188%
QCI
2271
Quaker Capital Investments
Pennsylvania
$226K -$40.3K -700 -16%
BAMG
2272
Brand Asset Management Group
Missouri
$226K – – –
WAM
2273
Wakefield Asset Management
Colorado
$226K +$216K +3,743 New
ODG
2274
O'Dell Group
Ohio
$224K -$87K -1,510 -29%
SWM
2275
Shakespeare Wealth Management
Wisconsin
$223K +$212K +3,687 New
89 90
91
92 93