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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
4851
Atlantic Edge Private Wealth Management
Florida
$631K -$45.5K -230 -7%
FWP
4852
Fiduciary Wealth Partners
Massachusetts
$630K -$1.03M -5,222 -65%
T
4853
TrueFG
Texas
$628K +$567K +2,864 New
PF
4854
Penney Financial
Texas
$627K +$19.8K +100 +4%
T
4855
TOBAM
France
$627K +$26.3K +133 +5%
LWM
4856
Lighthouse Wealth Management
Ohio
$627K +$2.57K +13 +0.5%
PWA
4857
Phoenix Wealth Advisors
North Carolina
$625K -$55.4K -280 -9%
PAG
4858
Poinciana Advisors Group
Florida
$621K +$193K +977 +53%
BCA
4859
Bay Capital Advisors
Virginia
$620K +$3.56K +18 +0.6%
MF
4860
Midwestern Financial
Iowa
$620K +$559K +2,826 New
VBWMG
4861
Von Berge Wealth Management Group
California
$619K -$3.76K -19 -0.7%
WA
4862
WESPAC Advisors
California
$617K -$116K -584 -17%
KA
4863
KDT Advisors
New York
$615K -$196K -991 -26%
EFMH
4864
E Fund Management (HK)
Hong Kong
$615K +$114K +574 +26%
SJL
4865
Shayne & Jacobs LLC
Tennessee
$614K – – –
AWA
4866
AmeriServ Wealth Advisors
Pennsylvania
$614K +$17.6K +89 +3%
FFIC
4867
First Fiduciary Investment Counsel
Ohio
$614K +$554K +2,798 New
AC
4868
Avory & Company
Florida
$613K +$553K +2,792 New
PWM
4869
Penobscot Wealth Management
Maine
$612K -$17.6K -89 -3%
SA
4870
Sicart Associates
New York
$611K -$637K -3,220 -54%
SA
4871
Shilanski & Associates
Alaska
$611K -$43.7K -221 -7%
SEA
4872
Stegent Equity Advisors
Texas
$610K +$101K +510 +22%
DCBT
4873
Dakota Community Bank & Trust
North Dakota
$610K +$53.2K +269 +11%
PWMG
4874
Private Wealth Management Group
New Jersey
$610K -$792 -4 -0.1%
AIA
4875
Armor Investment Advisors
North Carolina
$608K -$16K -81 -3%
193 194
195
196 197