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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2151
Blue Bell Private Wealth Management
Pennsylvania
$124K – – –
FFA
2152
Fairfield Financial Advisors
Massachusetts
$121K +$683 +7 +0.5%
EW
2153
Emerson Wealth
Michigan
$120K – – –
TFP
2154
Tilia Fiduciary Partners
North Carolina
$120K – – –
LWANC
2155
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K -$29.3K -300 -19%
ZIG
2156
Zullo Investment Group
Pennsylvania
$118K -$15.6K -160 -11%
IHWM
2157
Iron Horse Wealth Management
Iowa
$116K +$390 +4 +0.3%
FCB
2158
First Command Bank
Texas
$113K – – –
FCFS
2159
First Command Financial Services
Texas
$113K – – –
MWC
2160
MBM Wealth Consultants
Missouri
$107K – – –
BA
2161
Bellwether Advisors
Nebraska
$105K -$782K -8,009 -88%
AWM
2162
AllSquare Wealth Management
New York
$104K – – –
COCM
2163
Charter Oak Capital Management
New Hampshire
$101K +$98 +1 +0.1%
EI
2164
Ellevest Inc
New York
$99K +$19.4K +199 +23%
WBC
2165
West Branch Capital
Massachusetts
$96K +$1.56K +16 +2%
NFSG
2166
Newbridge Financial Services Group
Florida
$95K -$44.6K -457 -31%
GCM
2167
Gables Capital Management
Florida
$94K – – –
RCM
2168
Regency Capital Management
Hawaii
$93K -$20.6K -211 -17%
BAM
2169
Bellevue Asset Management
Washington
$93K +$98 +1 +0.1%
KLWA
2170
Kelly Lawrence W & Associates
California
$91K -$166K -1,700 -63%
BHWM
2171
Bay Harbor Wealth Management
Maryland
$91K +$293 +3 +0.3%
CT
2172
Clearstead Trust
Maine
$89K – – –
AP
2173
Arlington Partners
Alabama
$89K +$42.2K +432 +82%
ANBT
2174
American National Bank & Trust
Texas
$89K +$53.7K +550 +135%
HWMA
2175
Heritage Wealth Management (Arizona)
Arizona
$88.7K -$5.56K -57 -6%
85 86
87
88 89