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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2551
Bogart Wealth LLC
Virginia
$205K +$31K +304 +17%
PFA
2552
Presper Financial Architects
Ohio
$204K – – –
EWM
2553
Evermay Wealth Management
Virginia
$204K +$32.1K +315 +18%
WGS
2554
Washington Growth Strategies
District of Columbia
$204K – – –
NG
2555
Navigation Group
California
$204K +$216K +2,118 New
CNBT
2556
Cornerstone National Bank & Trust
Illinois
$204K -$278K -2,724 -56%
CWA
2557
CJM Wealth Advisers
Virginia
$204K +$216K +2,116 New
IA
2558
Insight Advisors
Pennsylvania
$203K -$16.1K -158 -7%
KIM
2559
Kestra Investment Management
Texas
$203K -$256K -2,511 -54%
FA
2560
Fermata Advisors
California
$203K -$4.28K -42 -2%
PCMNC
2561
Piedmont Capital Management (North Carolina)
North Carolina
$203K -$14K -137 -6%
KWM
2562
KMT Wealth Management
California
$203K +$215K +2,108 New
S
2563
Sachetta
Massachusetts
$203K +$37K +363 +21%
NLP
2564
Next Level Private
New York
$202K +$214K +2,102 New
CWG
2565
Crown Wealth Group
North Carolina
$202K -$2.85K -28 -1%
WIM
2566
Warwick Investment Management
Texas
$202K +$214K +2,101 New
AMG
2567
Advisors Management Group
Wisconsin
$202K -$16.8K -165 -7%
VAS
2568
Valicenti Advisory Services
New York
$202K -$16K -157 -7%
MFG
2569
Monte Financial Group
Connecticut
$202K -$4.08K -40 -2%
RG
2570
Renaissance Group
Kentucky
$201K +$213K +2,093 New
HFS
2571
Howard Financial Services
Texas
$201K +$213K +2,091 New
AWP
2572
Atlas Wealth Partners
Pennsylvania
$201K +$212K +2,075 New
JJBC
2573
James J. Burns & Company
New York
$201K -$9.28K -91 -4%
FWM
2574
Fonville Wealth Management
Virginia
$200K -$57.7K -566 -21%
TVWM
2575
Tower View Wealth Management
Wisconsin
$199K +$44.9K +440 +27%
101 102
103
104 105