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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1526
RWA Wealth Partners
Massachusetts
$299K +$268K +1,017 New
AFA
1527
American Financial Advisors
Georgia
$298K -$40.6K -154 -13%
PWMAG
1528
Pinnacle Wealth Management Advisory Group
New Jersey
$298K – – –
BOS
1529
Bank of Stockton
California
$296K -$23.7K -90 -8%
BMCM
1530
Bryn Mawr Capital Management
Pennsylvania
$296K – – –
CFA
1531
Capstone Financial Advisors
Illinois
$296K – – –
UBV
1532
United Bank (Virginia)
Virginia
$295K +$7.38K +28 +3%
NP
1533
NS Partners
United Kingdom
$294K -$43.6M -165,325 -99%
BIA
1534
Barry Investment Advisors
Massachusetts
$294K +$263K +999 New
LCM
1535
LH Capital Markets
New York
$294K +$263K +1,000 New
HAS
1536
HBW Advisory Services
California
$294K +$264K +1,001 New
WPA
1537
Winning Points Advisors
Florida
$293K – – –
NCM
1538
Noesis Capital Mangement
Florida
$293K – – –
HJMC
1539
Hellman Jordan Management Company
Massachusetts
$292K -$49.8K -189 -16%
TCWM
1540
Total Clarity Wealth Management
Illinois
$291K -$12.6K -48 -5%
MFS
1541
Madrona Financial Services
Washington
$291K +$261K +991 New
OMIC
1542
Old Mission Investment Co
Michigan
$290K – – –
SIG
1543
Sargent Investment Group
Maryland
$290K +$260K +988 New
MWM
1544
MorganRosel Wealth Management
Colorado
$289K +$16.1K +61 +7%
CAN
1545
Claraphi Advisory Network
United States
$289K +$259K +984 New
SF
1546
Symphony Financial
Texas
$288K -$6.85K -26 -3%
FMBTD
1547
First Midwest Bank Trust Division
Illinois
$285K -$5.27K -20 -2%
PWA
1548
Physician Wealth Advisors
Utah
$285K +$13.2K +50 +6%
KCP
1549
KDI Capital Partners
North Carolina
$284K -$1.62M -6,131 -86%
APWM
1550
Atlas Private Wealth Management
New York
$283K – – –
60 61
62
63 64