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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3576
Martel Wealth Advisors
Washington
$241K – – –
HWM
3577
Heirloom Wealth Management
Colorado
$241K +$4.72K +31 +2%
HHAA
3578
Henry H. Armstrong Associates
Pennsylvania
$241K – – –
MWM
3579
MBE Wealth Management
Wisconsin
$240K -$1.07K -7 -0.4%
RW
3580
Rockport Wealth
Ohio
$240K +$240K +1,575 New
AFC
3581
AFT Forsyth & Company
Florida
$240K -$17.5K -115 -7%
NFG
3582
Nadler Financial Group
Illinois
$239K +$1.07K +7 +0.4%
BT
3583
Banque Transatlantique
France
$239K -$257K -1,687 -52%
DWA
3584
Delos Wealth Advisors
Texas
$239K -$5.94K -39 -2%
RA
3585
Rise Advisors
New York
$239K -$24.8K -163 -9%
PWS
3586
Pursuit Wealth Strategies
North Carolina
$239K +$239K +1,566 New
LC
3587
Landaas & Company
Wisconsin
$238K – – –
BFS
3588
Boyer Financial Services
California
$238K +$233K +1,529 New
HCM
3589
Hilton Capital Management
New York
$238K +$1.83K +12 +0.8%
QCIG
3590
Quad-Cities Investment Group
Iowa
$238K +$152 +1 +0.1%
4WM
3591
4J Wealth Management
Virginia
$238K – – –
IA
3592
IAM Advisory
Pennsylvania
$238K +$16.6K +109 +8%
PSB
3593
Passumpsic Savings Bank
Vermont
$238K +$237K +1,559 New
WW
3594
Westshore Wealth
California
$236K -$8.22K -54 -3%
SCM
3595
Sage Capital Management
New Jersey
$236K – – –
PFM
3596
Patton Fund Management
Texas
$236K -$12.8K -84 -5%
LWA
3597
Legacy Wealth Advisors
Florida
$236K +$236K +1,548 New
ACM
3598
Advance Capital Management
Michigan
$235K -$609 -4 -0.3%
AM
3599
Atwater Malick
Pennsylvania
$235K -$10.4K -68 -4%
NFGCM
3600
Norman Fields Gottscho Capital Management
New York
$235K – – –
142 143
144
145 146