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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2351
Bell Bank
North Dakota
$666K -$3.86K -23 -0.6%
BIA
2352
Beacon Investment Advisors
Maryland
$664K +$8.72K +52 +1%
HWM
2353
Heirloom Wealth Management
Colorado
$663K -$70.4K -420 -9%
KWM
2354
Kolinsky Wealth Management
New Jersey
$661K +$335 +2 +0%
BG
2355
Benedetti & Gucer
Georgia
$660K +$678K +4,044 New
PCM
2356
Pointe Capital Management
Michigan
$659K +$275K +1,643 +68%
CWA
2357
Clarity Wealth Advisors
California
$659K -$2.85K -17 -0.4%
NPA
2358
Nichols & Pratt Advisers
Massachusetts
$657K – – –
RFN
2359
RDA Financial Network
Iowa
$657K – – –
RDFA
2360
Ritter Daniher Financial Advisory
Ohio
$657K +$51.3K +306 +8%
VCS
2361
Vaughan & Co Securities
New Jersey
$656K -$47.9K -286 -7%
BWM
2362
Birchcreek Wealth Management
Ohio
$656K +$2.52K +15 +0.4%
TAIM
2363
TD Ameritrade Investment Management
Nebraska
$656K -$222K -1,323 -25%
KC
2364
Kenfarb & Co
Kentucky
$653K – – –
PCM
2365
Perritt Capital Management
Illinois
$652K +$10.6K +63 +2%
BCMLT
2366
Beacon Capital Management LLC (Tennessee)
Tennessee
$652K -$19.6K -117 -3%
FTWA
2367
Fifth Third Wealth Advisors
Ohio
$651K +$669K +3,993 New
RWA
2368
Roberts Wealth Advisors
California
$650K +$8.55K +51 +1%
OFG
2369
Oxford Financial Group
Indiana
$650K +$15.3K +91 +2%
KFA
2370
Kapstone Financial Advisors
Ohio
$649K – – –
SGWM
2371
Sterling Group Wealth Management
California
$649K +$30.8K +184 +5%
SM
2372
Sweeney & Michel
California
$648K +$697K +4,157 New
PWP
2373
Pursue Wealth Partners
California
$647K +$192K +1,145 +41%
SFG
2374
Sovereign Financial Group
Connecticut
$646K +$1.51K +9 +0.2%
KC
2375
Kades & Cheifetz
Pennsylvania
$645K -$13.7K -82 -2%
93 94
95
96 97