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Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3051
S&T Bank
Pennsylvania
$611K +$37.9K +208 +8%
AMPWP
3052
Alvarez & Marsal Private Wealth Partners
Florida
$610K +$264K +1,448 +96%
AFWM
3053
Arta Finance Wealth Management
California
$610K +$111K +610 +26%
LBC
3054
Leigh Baldwin & Co
New York
$610K +$3.28K +18 +0.6%
CIM
3055
Capital Investment Management
Missouri
$610K +$5.47K +30 +1%
OWA
3056
Opal Wealth Advisors
New York
$609K +$58.5K +321 +12%
CFG
3057
Compton Financial Group
Maryland
$609K +$10.2K +56 +2%
CH
3058
Canton Hathaway
Rhode Island
$608K – – –
QFA
3059
Quantum Financial Advisors
California
$607K -$56.7K -311 -10%
FSA
3060
Financial Security Advisor
Virginia
$606K -$2.73K -15 -0.5%
YIM
3061
Yoffe Investment Management
Pennsylvania
$605K – – –
AWM
3062
Ameliora Wealth Management
Switzerland
$605K +$137K +749 +34%
BCM
3063
BTC Capital Management
Iowa
$603K +$114K +627 +27%
SRC
3064
Sage Rhino Capital
California
$602K +$2.19K +12 +0.4%
BFA
3065
Bright Financial Advisors
Michigan
$602K +$213K +1,170 +67%
SFG
3066
Sovereign Financial Group
Connecticut
$602K +$15.3K +84 +3%
WAM
3067
WealthTrust Asset Management
Florida
$602K +$81.3K +446 +18%
FB
3068
First Bancorp
Maine
$600K -$6.38K -35 -1%
AAMC
3069
Asset Allocation & Management Company
Illinois
$600K – – –
CWG
3070
Crown Wealth Group
North Carolina
$596K +$19.1K +105 +4%
BWM
3071
Bosman Wealth Management
California
$595K – – –
TAP
3072
TSG Advice Partners
Ohio
$594K +$35.4K +194 +7%
BWS
3073
Buck Wealth Strategies
Colorado
$594K -$215K -1,177 -29%
WBCM
3074
Wilson & Boucher Capital Management
California
$593K – – –
CA
3075
COFG Advisors
Illinois
$592K +$2.37K +13 +0.5%
121 122
123
124 125