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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
601
Hollencrest Capital Management
California
$4.27K – – –
AT
602
Arlington Trust
Alabama
$4.17K +$153 +3 +4%
BWL
603
Bogart Wealth LLC
Virginia
$4.17K +$1.02K +20 +29%
BBHC
604
Brown Brothers Harriman & Co
New York
$4.08K +$4.4K +86 New
VNA
605
Valley National Advisers
Pennsylvania
$4K – – –
GSEP
606
Golden State Equity Partners
California
$3.89K +$4.2K +82 New
GTAM
607
Global Trust Asset Management
Florida
$3.79K -$5.12K -100 -56%
PWMG
608
Private Wealth Management Group
New Jersey
$3.7K -$2.46K -48 -38%
FDW
609
Fourth Dimension Wealth
Ohio
$3.7K – – –
T
610
Tidemark
California
$3.56K – – –
HC
611
Hurley Capital
New York
$3.46K – – –
MCM
612
MV Capital Management
Maryland
$3.46K +$2.56K +50 +217%
MWA
613
Medallion Wealth Advisors
Connecticut
$3.37K -$18K -352 -83%
KFG
614
Kingdom Financial Group
Arizona
$3.27K – – –
LAS
615
Lloyd Advisory Services
Georgia
$3.27K +$3.53K +69 New
HWP
616
Highline Wealth Partners
California
$3.22K +$3.48K +68 New
GSWM
617
Golden State Wealth Management
California
$3.03K -$3.58K -70 -52%
CT
618
Colonial Trust
South Carolina
$3.03K – – –
AW
619
Avion Wealth
Texas
$3K +$2.35K +46 +131%
CFM
620
Cornerstone Financial Management
Massachusetts
$2.7K +$2.51K +49 +613%
MAFA
621
MJT & Associates Financial Advisory
Minnesota
$2.61K -$1.28K -25 -31%
IWS
622
Intentional Wealth Strategies
Colorado
$2.46K +$2.66K +52 New
MCM
623
Manchester Capital Management
Vermont
$2.37K -$1.28K -25 -33%
API
624
Asset Planning Inc
California
$2.37K – – –
BL
625
BFSG LLC
California
$2.37K – – –
23 24
25
26 27