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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1476
Massachusetts Wealth Management
Massachusetts
$449K +$72.7K +350 +20%
TBA
1477
Tower Bridge Advisors
Pennsylvania
$447K -$902K -4,344 -67%
AIS
1478
American Investment Services
Massachusetts
$446K +$438K +2,110 New
SCM
1479
Sterneck Capital Management
Missouri
$445K – – –
GWM
1480
Gray Wealth Management
Maine
$443K +$3.32K +16 +0.8%
PFA
1481
Pathway Financial Advisors
Vermont
$443K – – –
CAWM
1482
Capital Advisors Wealth Management
Washington
$442K +$10.6K +51 +2%
WAG
1483
Winthrop Advisory Group
Massachusetts
$442K +$12.3K +59 +3%
CAM
1484
CenterStar Asset Management
Illinois
$442K +$434K +2,090 New
WDC
1485
Woodward Diversified Capital
California
$442K -$3.53K -17 -0.8%
TLP
1486
Trinity Legacy Partners
Texas
$439K -$169K -813 -28%
NRI
1487
NFP Retirement Inc
California
$439K -$6.65K -32 -2%
NEWAS
1488
N.E.W. Advisory Services
Wisconsin
$439K +$19.1K +92 +5%
WG
1489
Welch Group
Alabama
$437K +$46.1K +222 +12%
TW
1490
Transform Wealth
Colorado
$434K -$57.1K -275 -12%
ORAM
1491
One River Asset Management
Connecticut
$433K +$71.5K +344 +20%
TA
1492
Trellis Advisors
Washington
$433K +$22.6K +109 +6%
LRIA
1493
Leonard Rickey Investment Advisors
Washington
$431K -$22.6K -109 -5%
AP
1494
Adero Partners
California
$431K -$36.4K -175 -8%
MTWM
1495
Masso Torrence Wealth Management
New Jersey
$431K +$51.9K +250 +14%
PCM
1496
Parsons Capital Management
Rhode Island
$430K -$15.6K -75 -4%
IWA
1497
Intercontinental Wealth Advisors
Texas
$429K -$13.1K -63 -3%
CAM
1498
Columbia Asset Management
Michigan
$429K -$29.1K -140 -6%
PFP
1499
Paragon Financial Partners
California
$429K – – –
CA
1500
Claris Advisors
Missouri
$428K +$5.19K +25 +1%
58 59
60
61 62