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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2626
Garden State Investment Advisory Services
New Jersey
$664K +$341K +2,237 +106%
EWM
2627
Evermay Wealth Management
Virginia
$664K +$2.74K +18 +0.4%
GWM
2628
GDS Wealth Management
Texas
$660K +$16.8K +110 +3%
WTA
2629
Washington Trust Advisors
Massachusetts
$659K +$91.4K +600 +16%
AW
2630
Alchemi Wealth
Connecticut
$659K +$658K +4,320 New
TFGT
2631
TS Financial Group (TSFG)
Illinois
$658K +$4.72K +31 +0.7%
LF
2632
LifeSteps Financial
California
$658K -$62.6K -411 -9%
FFG
2633
Floyd Financial Group
Missouri
$658K +$26.2K +172 +5%
DM
2634
Diker Management
New York
$657K +$328K +2,156 +100%
SCM
2635
Sterling Capital Management
North Carolina
$657K -$629K -4,130 -49%
AFW
2636
Atlantic Family Wealth
Florida
$655K +$100K +657 +18%
NAMNJ
2637
NorthStar Asset Management (New Jersey)
New Jersey
$655K -$9.14K -60 -1%
XWM
2638
Xcel Wealth Management
Florida
$654K +$219K +1,437 +50%
VIPI
2639
Vista Investment Partners II
Indiana
$654K +$67.2K +441 +11%
MPM
2640
Meritage Portfolio Management
Kansas
$654K -$29.2K -192 -4%
SFS
2641
Stiles Financial Services
Minnesota
$652K -$17.5K -115 -3%
AGA
2642
Arkos Global Advisors
Texas
$649K +$74.5K +489 +13%
SWIM
2643
Smallwood Wealth Investment Management
New Jersey
$649K – – –
AA
2644
AF Advisors
California
$649K -$16K -105 -2%
BCFD
2645
Boit C.F. David
$648K – – –
SCM
2646
Saxony Capital Management
Missouri
$647K +$1.68K +11 +0.3%
PWP
2647
Ponta Wealth Partners
Florida
$647K +$646K +4,242 New
CC
2648
Clearwave Capital
California
$646K +$645K +4,238 New
TC
2649
TFR Capital
Texas
$646K -$14.3K -94 -2%
PP
2650
Pacifica Partners
Canada
$646K -$29.9K -196 -5%
104 105
106
107 108