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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1626
Mittelman Wealth Management
Massachusetts
$246K +$56.3K +316 +30%
SDAM
1627
Shulman DeMeo Asset Management
New York
$246K -$10.3K -58 -4%
BLAM
1628
Bourne Lent Asset Management
New York
$246K – – –
BWL
1629
Bogart Wealth LLC
Virginia
$246K +$65.2K +366 +37%
LSC
1630
Lesa Sroufe & Co
Washington
$245K – – –
SCA
1631
Scott Capital Advisors
Oregon
$245K – – –
OWA
1632
Opal Wealth Advisors
New York
$245K -$3.39K -19 -1%
CWP
1633
CFM Wealth Partners
Texas
$244K -$58.6K -329 -20%
WOSD
1634
WFA of San Diego
California
$244K +$239K +1,339 New
WAG
1635
Wallace Advisory Group
California
$244K +$239K +1,339 New
SF
1636
Slagle Financial
Illinois
$243K -$18.4K -103 -7%
ASI
1637
Advisory Services & Investments
Oregon
$242K – – –
SL
1638
Sentry LLC
Tennessee
$242K – – –
HAS
1639
HBW Advisory Services
California
$242K -$232K -1,302 -49%
CIC
1640
Cutler Investment Counsel
Oregon
$242K -$36.4K -204 -13%
NB
1641
Northwest Bancshares
Pennsylvania
$242K -$2.67K -15 -1%
SCG
1642
Sonata Capital Group
Washington
$241K -$27.4K -154 -10%
SDH
1643
Sloy Dahl & Holst
Washington
$241K -$2.14K -12 -0.9%
MWM
1644
Modern Wealth Management
Kansas
$241K +$39K +219 +20%
SC
1645
Schulhoff & Co
Ohio
$240K – – –
AA
1646
Alesco Advisors
New York
$240K +$891 +5 +0.4%
M
1647
MOTCO
Texas
$240K +$53.5K +300 +29%
DPIM
1648
Duff & Phelps Investment Management
Illinois
$239K -$937K -5,256 -80%
TCM
1649
Telos Capital Management
California
$239K +$234K +1,312 New
DC
1650
DeDora Capital
California
$238K – – –
64 65
66
67 68