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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1801
1620 Investment Advisors
Massachusetts
$264K +$1.99K +28 +0.7%
BFM
1802
Boothbay Fund Management
New York
$263K -$151K -2,124 -36%
RPWA
1803
Regent Peak Wealth Advisors
Georgia
$262K -$10.3K -145 -4%
GFS
1804
GYL Financial Synergies
Connecticut
$261K -$59.8K -840 -18%
HSG
1805
Helen Stephens Group
Texas
$261K +$2.63K +37 +1%
PCOC
1806
Power Corp of Canada
Canada
$261K – – –
BWP
1807
Balboa Wealth Partners
Arizona
$260K -$783 -11 -0.3%
RWP
1808
Revolve Wealth Partners
New Jersey
$260K +$30.2K +424 +13%
FB
1809
First Bancorp
Maine
$260K – – –
PFBT
1810
Parkside Financial Bank & Trust
Missouri
$260K -$70.9K -996 -21%
SFM
1811
Signet Financial Management
New Jersey
$258K +$356 +5 +0.1%
VAM
1812
Verity Asset Management
North Carolina
$258K -$8.54K -120 -3%
SW
1813
SkyOak Wealth
Michigan
$258K – – –
FNBSF
1814
First National Bank Sioux Falls
South Dakota
$257K -$712 -10 -0.3%
WP
1815
Westmount Partners
California
$257K +$2.85K +40 +1%
AC
1816
Allstate Corporation
Illinois
$257K -$51.4K -722 -16%
HR
1817
Howe & Rusling
New York
$257K -$26K -365 -9%
APA
1818
Astoria Portfolio Advisors
New York
$256K -$3.91K -55 -2%
FNC
1819
First National Corp
Massachusetts
$256K +$33.2K +466 +14%
EWM
1820
Edge Wealth Management
New York
$255K -$8.89K -125 -3%
SSWM
1821
Strait & Sound Wealth Management
California
$253K -$166K -2,337 -39%
SWA
1822
Stratos Wealth Advisors
Ohio
$251K -$89.7K -1,260 -26%
AG
1823
Appleton Group
Wisconsin
$250K +$257K +3,618 New
FBA
1824
Front Barnett Associates
Illinois
$250K – – –
HCA
1825
Heck Capital Advisors
Wisconsin
$250K -$6.26K -88 -2%
71 72
73
74 75