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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Procyon Advisors
Connecticut
$11K – – –
HF
327
Halpern Financial
Virginia
$10.1K – – –
CA
328
Clearstead Advisors
Ohio
$10K -$5.68K -145 -40%
WFMPM
329
Woodley Farra Manion Portfolio Management
Indiana
$10K – – –
ME
330
McIlrath & Eck
Washington
$9K – – –
PWMG
331
Prestige Wealth Management Group
New Jersey
$8K – – –
TCM
332
Tradewinds Capital Management
Washington
$8K – – –
KWM
333
Keebeck Wealth Management
Illinois
$8K +$7.48K +191 New
IA
334
IFP Advisors
Florida
$7K – – –
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
TFS
336
TrustCore Financial Services
Tennessee
$7K – – –
BWL
337
Bogart Wealth LLC
Virginia
$7K +$2.19K +56 +50%
RCA
338
Ranch Capital Advisors
Florida
$6K +$822 +21 +21%
WT
339
Washington Trust
Rhode Island
$5K -$15.1K -385 -76%
DCM
340
Davis Capital Management
Florida
$5K +$2.11K +54 +96%
BFIM
341
Beese Fulmer Investment Management
Ohio
$5K +$4.38K +112 New
FMP
342
Financial Management Professionals
Texas
$5K +$4.66K +119 New
BBHC
343
Brown Brothers Harriman & Co
New York
$4K -$22.7K -580 -85%
SIS
344
Sound Income Strategies
Florida
$4K – – –
VNA
345
Valley National Advisers
Pennsylvania
$4K – – –
WEC
346
Winslow Evans & Crocker
Massachusetts
$4K – – –
SIM
347
Sonora Investment Management
Arizona
$4K +$626 +16 +20%
CWC
348
Carolinas Wealth Consulting
North Carolina
$4K +$3.37K +86 New
WCG
349
Weaver Consulting Group
California
$3K – – –
CS
350
Candriam SCA
Luxembourg
$3K +$196 +5 +7%
12 13
14
15 16