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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
Moran Wealth Management
Florida
$208K +$203K +977 New
FNWM
1927
Financial Network Wealth Management
Utah
$207K +$202K +974 New
MWM
1928
Mascoma Wealth Management
New Hampshire
$207K -$97.9K -471 -32%
ZIC
1929
ZWJ Investment Counsel
Georgia
$207K +$202K +972 New
NG
1930
Northstar Group
New York
$206K +$202K +972 New
BHIA
1931
Birch Hill Investment Advisors
Massachusetts
$206K +$202K +970 New
CFAM
1932
Center For Asset Management
Florida
$206K +$201K +969 New
AWP
1933
Abacus Wealth Partners
California
$206K +$216K +1,038 New
GSEP
1934
Golden State Equity Partners
California
$205K +$201K +967 New
SW
1935
SkyOak Wealth
Michigan
$205K +$201K +966 New
HWA
1936
HHM Wealth Advisors
Tennessee
$205K -$2.49K -12 -1%
CHAM
1937
Clear Harbor Asset Management
Connecticut
$204K +$199K +960 New
VFPW
1938
Vantage Financial Partners (Wisconsin)
Wisconsin
$203K +$199K +956 New
MGWM
1939
Marks Group Wealth Management
Minnesota
$202K -$28.9K -139 -13%
M
1940
MOTCO
Texas
$202K – – –
AWM
1941
Arista Wealth Management
Nevada
$202K +$198K +952 New
BFG
1942
Bouchey Financial Group
New York
$202K +$198K +952 New
AIM
1943
Arcadia Investment Management
Michigan
$202K – – –
GCA
1944
Greenwood Capital Associates
South Carolina
$202K +$197K +949 New
TA
1945
Tiedemann Advisors
New York
$202K +$197K +949 New
T
1946
TCWP
Ohio
$201K -$802K -3,859 -80%
IW
1947
Imprint Wealth
South Carolina
$201K +$197K +947 New
VF
1948
VitalStone Financial
Texas
$201K +$137K +658 +195%
ACMA
1949
Arbor Capital Management (Alaska)
Alaska
$200K +$197K +950 New
BFC
1950
Bedel Financial Consulting
Indiana
$200K +$196K +942 New
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78
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