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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2101
Parisi Gray Wealth Management
New Jersey
$203K -$635K -7,553 -73%
MWPCG
2102
Measured Wealth Private Client Group
New Hampshire
$203K +$238K +2,824 New
BCA
2103
Berman Capital Advisors
Georgia
$202K -$23.2K -276 -9%
KOMWMG
2104
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K -$10.1K -120 -4%
MA
2105
MONECO Advisors
Connecticut
$202K -$8.24K -98 -3%
SSW
2106
Smith Shellnut Wilson
Mississippi
$202K – – –
AIP
2107
ARS Investment Partners
New York
$201K -$5.72K -68 -2%
JGIA
2108
Jackson Grant Investment Advisers
Connecticut
$201K +$3.36K +40 +1%
FA
2109
Faithward Advisors
Pennsylvania
$201K +$235K +2,792 New
AFG
2110
Albion Financial Group
Utah
$201K +$235K +2,796 New
SRC
2111
Sage Rhino Capital
California
$200K -$36.2K -430 -13%
TIM
2112
Tortoise Investment Management
New York
$195K – – –
ST
2113
Sageworth Trust
Pennsylvania
$193K +$9.92K +118 +5%
CMA
2114
Cedar Mountain Advisors
Oregon
$191K – – –
DOA
2115
D'Orazio & Associates
Virginia
$190K -$28.3K -337 -11%
SCM
2116
Silvant Capital Management
Georgia
$188K – – –
SFSIG
2117
San Francisco Sentry Investment Group
California
$185K -$23.1K -275 -10%
PS
2118
Planned Solutions
California
$184K +$215K +2,560 New
APW
2119
Acima Private Wealth
Virginia
$183K – – –
FMP
2120
Financial Management Professionals
Texas
$181K -$1.51K -18 -0.7%
LAS
2121
Lloyd Advisory Services
Georgia
$179K -$20.3K -241 -9%
PFO
2122
Pathstone Family Office
New Jersey
$167K +$18.8K +223 +11%
BHWM
2123
Bay Harbor Wealth Management
Maryland
$164K -$80.7K -960 -30%
MAWCM
2124
Mine & Arao Wealth Creation & Management
California
$161K -$20.6K -245 -10%
AWA
2125
Arkadios Wealth Advisors
Georgia
$161K +$505 +6 +0.3%
83 84
85
86 87