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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2626
Planning Strategies
Pennsylvania
$142K +$150K +1,473 New
VPW
2627
Vaquero Private Wealth
Texas
$139K +$147K +1,441 New
HWM
2628
HighMark Wealth Management
Minnesota
$138K +$12.6K +124 +9%
WAU
2629
Wellington-Altus USA
Manitoba, Canada
$137K +$102K +1,000 +235%
GKIM
2630
GW&K Investment Management
Massachusetts
$137K +$3.98K +39 +3%
CWM
2631
Consultiva Wealth Management
Puerto Rico
$133K – – –
TCA
2632
Trifecta Capital Advisors
Illinois
$131K -$10.1K -99 -7%
HC
2633
Hurley Capital
New York
$131K – – –
APW
2634
Allied Private Wealth
Florida
$129K +$136K +1,334 New
TWD
2635
True Wealth Design
Ohio
$126K -$12.9K -127 -9%
BONH
2636
Bank of New Hampshire
New Hampshire
$126K -$20.1K -197 -13%
DWA
2637
Delos Wealth Advisors
Texas
$125K – – –
PPC
2638
Park Place Capital
Alabama
$121K +$53.7K +527 +72%
PGAM
2639
Princeton Global Asset Management
New Jersey
$120K – – –
BWM
2640
Bernard Wealth Management
Michigan
$120K -$8.77K -86 -6%
MASM
2641
MH & Associates Securities Management
California
$119K – – –
OCWP
2642
Owl Creek Wealth Partners
Colorado
$118K +$50.9K +499 +68%
FFA
2643
Frazier Financial Advisors
Ohio
$118K +$11K +108 +10%
MBFW
2644
Morton Brown Family Wealth
Pennsylvania
$118K -$58.6K -575 -32%
MCA
2645
Maryland Capital Advisors
Maryland
$117K +$124K +1,220 New
CM
2646
Capula Management
Cayman Islands
$116K -$349K -3,425 -74%
OCM
2647
Osterweis Capital Management
California
$116K -$40.3K -395 -25%
MAM
2648
Meeder Asset Management
Ohio
$114K -$751K -7,369 -86%
NEWAS
2649
N.E.W. Advisory Services
Wisconsin
$113K +$2.96K +29 +3%
CIS
2650
Custom Index Systems
New York
$112K +$119K +1,168 New
104 105
106
107 108