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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2951
Maryland Capital Advisors
Maryland
$151K – – –
BAM
2952
Bellevue Asset Management
Washington
$150K – – –
FDW
2953
Fourth Dimension Wealth
Ohio
$148K -$18.2K -175 -13%
AWM
2954
Accredited Wealth Management
Kentucky
$147K -$28.6K -275 -19%
MWA
2955
Medallion Wealth Advisors
Connecticut
$146K -$24K -231 -16%
AWM
2956
AllSquare Wealth Management
New York
$145K +$4.78K +46 +4%
NC
2957
NewSquare Capital
Pennsylvania
$144K +$64.9K +625 +116%
PS
2958
Pinney & Scofield
Massachusetts
$144K +$19.5K +188 +19%
BGAI
2959
Bruce G. Allen Investments
Colorado
$139K +$9.77K +94 +9%
RAM
2960
Riggs Asset Management
Pennsylvania
$138K +$5.92K +57 +5%
TWD
2961
True Wealth Design
Ohio
$138K +$9.77K +94 +9%
IWP
2962
IAG Wealth Partners
Wisconsin
$137K – – –
MHR
2963
Matthew Hamilton Rosenberg
$136K -$23K -221 -17%
HFS
2964
Hopwood Financial Services
Virginia
$135K – – –
IWM
2965
Inlight Wealth Management
Georgia
$133K -$1.04K -10 -0.9%
WBC
2966
West Branch Capital
Massachusetts
$132K +$108K +1,042 +5,210%
GG
2967
Gleason Group
Kentucky
$131K – – –
DFA
2968
DHJJ Financial Advisors
Illinois
$127K -$3.33K -32 -3%
RFS
2969
Richardson Financial Services
Massachusetts
$127K -$560K -5,388 -84%
T
2970
Tidemark
California
$126K -$14.7K -141 -12%
AW
2971
Avion Wealth
Texas
$126K -$208 -2 -0.2%
MWM
2972
MorganRosel Wealth Management
Colorado
$125K – – –
PSFG
2973
Park Square Financial Group
Georgia
$124K -$623 -6 -0.6%
CAM
2974
Chesapeake Asset Management
New York
$122K -$4.88K -47 -5%
PW
2975
Pandora Wealth
Illinois
$122K -$104 -1 -0.1%
117 118
119
120 121