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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1401
BDO Wealth Advisors
Florida
$202K – – –
MAA
1402
Matrix Asset Advisors
New York
$201K – – –
IGWM
1403
ICA Group Wealth Management
Colorado
$200K +$201K +2,539 New
EWM
1404
EPG Wealth Management
Georgia
$200K +$209K +2,635 New
GA
1405
Geller Advisors
New York
$200K +$209K +2,640 New
IAM
1406
Infusive Asset Management
New York
$192K -$48.3K -610 -19%
DAC
1407
Dividend Assets Capital
South Carolina
$192K -$11.9K -150 -6%
APW
1408
Acima Private Wealth
Virginia
$189K – – –
C
1409
Covestor
United Kingdom
$186K +$81.2K +1,025 +72%
CP
1410
Castleview Partners
Texas
$185K +$193K +2,440 New
GRP
1411
Global Retirement Partners
California
$172K +$174K +2,196 New
CFO
1412
CVA Family Office
Colorado
$171K +$58.6K +740 +49%
LC
1413
Lindbrook Capital
California
$170K +$31.1K +392 +21%
WB
1414
Webster Bank
Connecticut
$164K – – –
MHR
1415
Matthew Hamilton Rosenberg
$161K +$46.9K +592 +39%
FCG
1416
Financial Connections Group
California
$159K – – –
QCG
1417
Quadrant Capital Group
Ohio
$152K -$60.9K -769 -28%
JEST
1418
JTC Employer Solutions Trustee
Jersey
$152K – – –
MFC
1419
Mechanics Financial Corp
Ohio
$152K – – –
EIP
1420
Ellis Investment Partners
Pennsylvania
$151K – – –
CCMW
1421
Cypress Capital Management (Wyoming)
Wyoming
$149K – – –
BLC
1422
Brown, Lisle/Cummings
Rhode Island
$145K – – –
PFGIA
1423
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$38.1K +481 +34%
BCP
1424
Blue Chip Partners
Michigan
$142K +$713 +9 +0.5%
WSCM
1425
Wellington Shields Capital Management
New York
$141K -$1.16M -14,700 -89%
55 56
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58 59