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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2801
Pineridge Advisors
Missouri
$125K +$122K +1,389 New
CWM
2802
Compass Wealth Management
Connecticut
$124K +$3.62K +41 +3%
WIA
2803
Wetzel Investment Advisors
Indiana
$124K +$121K +1,369 New
FCMT
2804
Founders Capital Management (Texas)
Texas
$123K -$19.6K -222 -14%
SA
2805
Scarborough Advisors
Maryland
$123K +$120K +1,359 New
HWM
2806
HighMark Wealth Management
Minnesota
$123K -$10.7K -121 -8%
AWM
2807
AllSquare Wealth Management
New York
$119K -$353 -4 -0.3%
BCM
2808
Basso Capital Management
Connecticut
$119K +$116K +1,313 New
RBC
2809
Roble Belko & Company
Pennsylvania
$118K +$106K +1,200 +1,121%
CIM
2810
Contravisory Investment Management
Massachusetts
$115K – – –
IFAM
2811
Institutional & Family Asset Management
Colorado
$115K +$7.32K +83 +7%
RAM
2812
Riggs Asset Management
Pennsylvania
$113K +$11.9K +135 +12%
T
2813
Tidemark
California
$111K +$109K +1,233 New
CWAF
2814
Core Wealth Advisors (Florida)
Florida
$111K -$36.4K -413 -25%
LFA
2815
Level Financial Advisors
New York
$110K – – –
MCA
2816
Maryland Capital Advisors
Maryland
$110K -$529 -6 -0.5%
RA
2817
Rise Advisors
New York
$110K +$47.9K +543 +81%
LIWM
2818
Long Island Wealth Management
New York
$109K +$107K +1,212 New
AWM
2819
Activest Wealth Management
Florida
$107K -$264 -3 -0.3%
PWMG
2820
Private Wealth Management Group
New Jersey
$105K +$103K +1,165 New
PCWA
2821
Pacific Capital Wealth Advisors
California
$104K +$101K +1,150 New
BFA
2822
BBJS Financial Advisors
Washington
$103K -$107K -1,217 -52%
PAG
2823
Paladin Advisory Group
Iowa
$101K -$14.4K -163 -13%
MSWM
2824
McGlone Suttner Wealth Management
Wisconsin
$97.8K +$95.5K +1,083 New
CCMI
2825
Creative Capital Management Investments
California
$97.3K -$7.85K -89 -8%
111 112
113
114 115