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CI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Personal Wealth Partners
Minnesota
$13K +$13.5K +54 New
DWMG
1227
DB Wealth Management Group
California
$12K – – –
LWANC
1228
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
MHR
1229
Matthew Hamilton Rosenberg
$12K – – –
RFWA
1230
RPg Family Wealth Advisory
Massachusetts
$10.4K +$11K +44 New
AF
1231
Arrow Financial
New York
$10K – – –
BWL
1232
Bogart Wealth LLC
Virginia
$10K – – –
CA
1233
Crewe Advisors
Utah
$10K – – –
GFPC
1234
Global Financial Private Client
Florida
$9.05K – – –
CAGAS
1235
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
IRC
1236
Investors Research Corp
Georgia
$9K – – –
OC
1237
Oakworth Capital
Alabama
$9K – – –
PSIWM
1238
Paradigm Strategies in Wealth Management
Minnesota
$9K – – –
MF
1239
Magnetar Financial
Illinois
$8.99K +$9.47M +37,907 New
LWM
1240
Liberty Wealth Management
California
$8K -$1.75K -7 -18%
FFA
1241
Freedman Financial Associates
Massachusetts
$8K – – –
SFPG
1242
Stonebridge Financial Planning Group
Florida
$8K – – –
JGIA
1243
Jackson Grant Investment Advisers
Connecticut
$8K +$8.49K +34 New
FBT
1244
First Bank & Trust
South Dakota
$7K -$2K -8 -22%
FMTCOCP
1245
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
HWMA
1246
Heritage Wealth Management (Arizona)
Arizona
$7K – – –
LS
1247
Leelyn Smith
Illinois
$7K – – –
ME
1248
McIlrath & Eck
Washington
$7K +$500 +2 +8%
LPWM
1249
Lake Point Wealth Management
Texas
$7K +$6.99K +28 New
AW
1250
Alaethes Wealth
Nevada
$7K +$7.24K +29 New
48 49
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