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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3426
LifePlan Investment Advisors
North Carolina
$246K +$10.2K +66 +4%
BAM
3427
BTS Asset Management
Massachusetts
$246K +$245K +1,585 New
RMCM
3428
Reynders McVeigh Capital Management
Massachusetts
$246K -$4.34K -28 -2%
MWM
3429
MBE Wealth Management
Wisconsin
$246K +$4.8K +31 +2%
HPC
3430
Hobart Private Capital
North Carolina
$245K +$245K +1,581 New
HHRDM
3431
H&H Retirement Design & Management
Nevada
$245K +$929 +6 +0.4%
PWMG
3432
Prestige Wealth Management Group
New Jersey
$245K +$133K +857 +119%
MWA
3433
Martel Wealth Advisors
Washington
$245K – – –
HHAA
3434
Henry H. Armstrong Associates
Pennsylvania
$245K – – –
AWM
3435
Adams Wealth Management
Utah
$243K -$53.7K -347 -18%
CI
3436
CacheTech Inc
Utah
$243K -$53.7K -347 -18%
LC
3437
Landaas & Company
Wisconsin
$243K – – –
NFG
3438
Nadler Financial Group
Illinois
$243K +$929 +6 +0.4%
4WM
3439
4J Wealth Management
Virginia
$243K – – –
LAS
3440
Lloyd Advisory Services
Georgia
$242K -$8.36K -54 -3%
QCIG
3441
Quad-Cities Investment Group
Iowa
$242K +$17.5K +113 +8%
EFL
3442
ERn Financial LLC
Wisconsin
$241K -$774 -5 -0.3%
FI
3443
Financial Insights
Washington
$241K +$241K +1,555 New
HCM
3444
Hilton Capital Management
New York
$241K -$69.1K -446 -22%
BWA
3445
Bestgate Wealth Advisors
Maryland
$241K – – –
SCM
3446
Sage Capital Management
New Jersey
$241K – – –
HWM
3447
Heirloom Wealth Management
Colorado
$241K +$619 +4 +0.3%
ACM
3448
Advance Capital Management
Michigan
$240K +$239K +1,545 New
AWP
3449
Axis Wealth Partners
Rhode Island
$239K +$10.4K +67 +5%
NFGCM
3450
Norman Fields Gottscho Capital Management
New York
$239K -$36.4K -235 -13%
136 137
138
139 140