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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1101
Focused Wealth Management
New York
$209K +$22.4K +1,657 +12%
CWS
1102
Confluence Wealth Services
Pennsylvania
$208K +$202K +14,985 New
FCP
1103
Fidelis Capital Partners
Florida
$208K -$2.23K -165 -1%
ITIM
1104
Indiana Trust & Investment Management
Indiana
$208K – – –
EFM
1105
E Fund Management
China
$207K +$12.8K +947 +7%
BAG
1106
Bridgewealth Advisory Group
California
$207K +$2.89K +214 +1%
GW
1107
Griffith & Werner
Georgia
$207K – – –
PIA
1108
Pinion Investment Advisors
Kansas
$206K -$12.6K -932 -6%
AF
1109
Advisornet Financial
Minnesota
$205K -$11.6K -858 -5%
CFA
1110
Cahill Financial Advisors
Minnesota
$205K +$850 +63 +0.4%
AHL
1111
Abel Hall LLC
Louisiana
$205K +$199K +14,736 New
ATPW
1112
Ashton Thomas Private Wealth
Arizona
$205K -$613K -45,460 -76%
NAS
1113
NWF Advisory Services
California
$204K -$48.4K -3,585 -20%
QFA
1114
Quantum Financial Advisors
California
$204K -$8.34K -618 -4%
TWA
1115
Tulsa Wealth Advisors
Oklahoma
$204K +$1.63K +121 +0.8%
BFIM
1116
Beese Fulmer Investment Management
Ohio
$202K +$42.6K +3,158 +28%
SWM
1117
Segment Wealth Management
Texas
$201K +$195K +14,488 New
ICP
1118
Interchange Capital Partners
Pennsylvania
$201K +$195K +14,465 New
AIP
1119
Almanack Investment Partners
Pennsylvania
$201K +$195K +14,433 New
IAN
1120
Integrated Advisors Network
Texas
$200K -$44.1K -3,270 -18%
SB
1121
Simmons Bank
Arkansas
$200K +$2.56K +190 +1%
VA
1122
Valmark Advisers
Ohio
$199K +$39.6K +2,934 +26%
PFT
1123
Providence First Trust
Arizona
$198K -$457K -33,850 -70%
CCA
1124
Corps Capital Advisors
Texas
$198K – – –
FB
1125
First Bancorp
Maine
$198K – – –
43 44
45
46 47