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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
776
Robertson Stephens Wealth Management
California
$224K +$216K +6,628 New
BHWM
777
Bar Harbor Wealth Management
New Hampshire
$224K +$216K +6,625 New
AGP
778
Aspire Growth Partners
Florida
$224K +$260K +7,955 New
CAMG
779
CWA Asset Management Group
Florida
$224K +$216K +6,616 New
VWA
780
Visionary Wealth Advisors
Illinois
$223K +$216K +6,606 New
LSIA
781
LaSalle St. Investment Advisors
Illinois
$223K +$216K +6,614 New
OIA
782
Optimum Investment Advisors
Illinois
$222K – – –
WP
783
WealthShield Partners
North Carolina
$221K +$214K +6,542 New
DFG
784
Delta Financial Group
New Jersey
$221K -$91.1K -2,790 -30%
AWM
785
Axxcess Wealth Management
California
$221K -$33.7K -1,031 -14%
TWM
786
Tradition Wealth Management
Minnesota
$221K +$213K +6,538 New
GJIA
787
Glass Jacobson Investment Advisors
Maryland
$221K – – –
DSC
788
Duncker Streett & Co
Missouri
$219K – – –
LJAC
789
L.J. Altfest & Co
New York
$218K +$211K +6,461 New
AFG
790
Allegheny Financial Group
Pennsylvania
$217K -$243K -7,445 -54%
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$216K – – –
YIM
792
Yoffe Investment Management
Pennsylvania
$215K +$208K +6,363 New
GSB
793
Greenfield Savings Bank
Massachusetts
$215K +$208K +6,361 New
FAM
794
Formidable Asset Management
Ohio
$215K -$16.3K -500 -7%
SW
795
Simplicity Wealth
New Jersey
$214K +$207K +6,331 New
GRQ
796
Gardner Russo & Quinn
Pennsylvania
$213K +$206K +6,300 New
MWA
797
Medallion Wealth Advisors
Connecticut
$213K +$33 +1 +0%
CCG
798
Ceeto Capital Group
Florida
$212K – – –
POIA
799
Pin Oak Investment Advisors
Texas
$212K +$34.6K +1,060 +19%
ACM
800
Advance Capital Management
Michigan
$212K +$205K +6,270 New
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