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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1551
Hollencrest Capital Management
California
$276K – – –
GRP
1552
Global Retirement Partners
California
$275K -$5.05K -49 -2%
WBG
1553
Wharton Business Group
Pennsylvania
$275K – – –
KWM
1554
KerberRose Wealth Management
Wisconsin
$275K +$316K +3,066 New
TWM
1555
Thrive Wealth Management
Pennsylvania
$274K +$15.8K +153 +5%
WSCM
1556
Wellington Shields Capital Management
New York
$273K – – –
BB
1557
Berkshire Bank
Massachusetts
$273K +$5.98K +58 +2%
STA
1558
Summit Trail Advisors
New York
$272K -$10.5K -102 -3%
ICM
1559
IMS Capital Management
Oregon
$272K – – –
PWA
1560
Physician Wealth Advisors
Utah
$271K -$77.8K -755 -21%
LA
1561
LexAurum Advisors
Kansas
$271K -$1.34K -13 -0.4%
SVWAG
1562
Sound View Wealth Advisors Group
Georgia
$271K -$412 -4 -0.1%
GG
1563
Greenwood Gearhart
Arkansas
$271K +$1.44K +14 +0.5%
RAM
1564
Roanoke Asset Management
New Jersey
$270K – – –
FNA
1565
First National Advisers
Nebraska
$270K +$310K +3,010 New
PBO
1566
Peoples Bank (Ohio)
Ohio
$269K -$46.4K -450 -13%
WHC
1567
Wulff, Hansen & Co
California
$269K – – –
SPP
1568
Single Point Partners
Massachusetts
$269K +$44.7K +434 +17%
MWM
1569
Meridian Wealth Management
Kentucky
$269K +$309K +2,999 New
CG
1570
Cutler Group
California
$268K -$2.26M -21,920 -88%
TIM
1571
Tevis Investment Management
Texas
$268K +$6.18K +60 +2%
MWP
1572
Moller Wealth Partners
$267K -$93.2K -905 -23%
AWA
1573
Alaska Wealth Advisors
Alaska
$263K -$112K -1,083 -27%
TA
1574
TruWealth Advisors
Louisiana
$262K – – –
IAS
1575
Investment Advisory Services
Texas
$262K +$18.5K +180 +7%
61 62
63
64 65