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Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
2951
NBZ Investment Advisors
Tennessee
$151K -$17.4K -167 -12%
MCA
2952
Maryland Capital Advisors
Maryland
$151K – – –
BAM
2953
Bellevue Asset Management
Washington
$150K – – –
FDW
2954
Fourth Dimension Wealth
Ohio
$148K -$18.2K -175 -13%
AWM
2955
Accredited Wealth Management
Kentucky
$147K -$28.6K -275 -19%
MWA
2956
Medallion Wealth Advisors
Connecticut
$146K -$24K -231 -16%
AWM
2957
AllSquare Wealth Management
New York
$145K +$4.78K +46 +4%
NC
2958
NewSquare Capital
Pennsylvania
$144K +$64.9K +625 +116%
PS
2959
Pinney & Scofield
Massachusetts
$144K +$19.5K +188 +19%
BGAI
2960
Bruce G. Allen Investments
Colorado
$139K +$9.77K +94 +9%
RAM
2961
Riggs Asset Management
Pennsylvania
$138K +$5.92K +57 +5%
TWD
2962
True Wealth Design
Ohio
$138K +$9.77K +94 +9%
IWP
2963
IAG Wealth Partners
Wisconsin
$137K – – –
MHR
2964
Matthew Hamilton Rosenberg
$136K -$23K -221 -17%
HFS
2965
Hopwood Financial Services
Virginia
$135K – – –
IWM
2966
Inlight Wealth Management
Georgia
$133K -$1.04K -10 -0.9%
WBC
2967
West Branch Capital
Massachusetts
$132K +$108K +1,042 +5,210%
GG
2968
Gleason Group
Kentucky
$131K – – –
DFA
2969
DHJJ Financial Advisors
Illinois
$127K -$3.33K -32 -3%
RFS
2970
Richardson Financial Services
Massachusetts
$127K -$560K -5,388 -84%
T
2971
Tidemark
California
$126K -$14.7K -141 -12%
AW
2972
Avion Wealth
Texas
$126K -$208 -2 -0.2%
MWM
2973
MorganRosel Wealth Management
Colorado
$125K – – –
PSFG
2974
Park Square Financial Group
Georgia
$124K -$623 -6 -0.6%
CAM
2975
Chesapeake Asset Management
New York
$122K -$4.88K -47 -5%
117 118
119
120 121