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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2126
IMG Wealth Management
Florida
$156K +$830 +7 +0.5%
BCM
2127
Blume Capital Management
California
$152K – – –
TC
2128
Toews Corporation
New Jersey
$152K +$174K +1,465 New
TTIC
2129
Tower Trust & Investment Company
Iowa
$152K – – –
CAL
2130
Capital Advisors Ltd
Ohio
$151K +$6.64K +56 +4%
ESC
2131
Eurizon SLJ Capital
$149K -$27.7K -234 -14%
KTC
2132
Kentucky Trust Company
Kentucky
$146K – – –
MMG
2133
Monetary Management Group
Missouri
$146K – – –
WAS
2134
Winch Advisory Services
Wisconsin
$145K -$1.19K -10 -0.7%
NEWAS
2135
N.E.W. Advisory Services
Wisconsin
$145K +$3.56K +30 +2%
PMFA
2136
Plante Moran Financial Advisors
Michigan
$144K +$474 +4 +0.3%
JWA
2137
JFS Wealth Advisors
Pennsylvania
$143K +$1.3K +11 +0.8%
USB
2138
Union Savings Bank
Connecticut
$142K -$119 -1 -0.1%
SGFG
2139
Silver Grove Financial Group
New York
$140K +$98.1K +828 +159%
FFO
2140
Fortitude Family Office
Arizona
$140K -$4.38K -37 -3%
SAS
2141
Stelac Advisory Services
New York
$139K – – –
WB
2142
Webster Bank
Connecticut
$137K +$3.67K +31 +2%
JSAM
2143
J. Safra Asset Management
New York
$136K – – –
BGAI
2144
Bruce G. Allen Investments
Colorado
$136K -$7.47K -63 -5%
PWMG
2145
Private Wealth Management Group
New Jersey
$136K +$119K +1,000 +325%
FDCP
2146
Foster Dykema Cabot & Partners
Massachusetts
$135K – – –
TCM
2147
Triumph Capital Management
Colorado
$135K -$3.2K -27 -2%
FWA
2148
Flagship Wealth Advisors
Massachusetts
$135K +$47.4K +400 +44%
KFP
2149
Kerr Financial Planning
California
$134K -$5.69K -48 -4%
WPA
2150
West Paces Advisors
Georgia
$134K +$152K +1,285 New
84 85
86
87 88