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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
2251
Financial Gravity Asset Management
Texas
$238K +$9.73K +169 +4%
TA
2252
Trellis Advisors
Washington
$238K +$19.8K +343 +10%
AW
2253
Alpha Windward
Massachusetts
$237K – – –
SCA
2254
SMH Capital Advisors
Texas
$237K +$9.91K +172 +5%
UCI
2255
Uncommon Cents Investing
Wisconsin
$236K – – –
EI
2256
Ellevest Inc
New York
$235K -$28K -487 -11%
CCM
2257
Cox Capital Management
Massachusetts
$235K – – –
RAM
2258
Roanoke Asset Management
New Jersey
$235K – – –
CWM
2259
CCG Wealth Management
California
$235K +$224K +3,895 New
MPW
2260
MA Private Wealth
California
$234K -$52.9K -919 -19%
EA
2261
Elm Advisors
California
$234K – – –
RWM
2262
Reston Wealth Management
Virginia
$233K +$3.69K +64 +2%
TWM
2263
Titus Wealth Management
California
$233K +$19.4K +337 +10%
FWM
2264
Fairhaven Wealth Management
Illinois
$233K +$222K +3,857 New
MAG
2265
Mokosak Advisory Group
Iowa
$232K +$2.3K +40 +1%
NWM
2266
Northwest Wealth Management
Iowa
$231K -$16.2K -281 -7%
BW
2267
Biegel & Waller
Maryland
$231K +$220K +3,824 New
SWK
2268
Stephen W. Kidder
$228K -$28.8K -500 -12%
CCA
2269
Conestoga Capital Advisors
Pennsylvania
$228K – – –
RWM
2270
RBA Wealth Management
California
$227K – – –
BL
2271
Balentine LLC
Georgia
$227K +$141K +2,453 +188%
QCI
2272
Quaker Capital Investments
Pennsylvania
$226K -$40.3K -700 -16%
BAMG
2273
Brand Asset Management Group
Missouri
$226K – – –
WAM
2274
Wakefield Asset Management
Colorado
$226K +$216K +3,743 New
ODG
2275
O'Dell Group
Ohio
$224K -$87K -1,510 -29%
89 90
91
92 93