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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
501
Rialto Wealth Management
New York
$1.08K +$900 +4 +400%
LGWM
502
Litman Gregory Wealth Management
California
$1.08K +$1.13K +5 New
SS
503
SBI Securities
Japan
$1.07K -$3.37K -15 -75%
PTC
504
Private Trust Company
Ohio
$1.07K – – –
AF
505
Advisornet Financial
Minnesota
$1.07K +$225 +1 +25%
ST
506
Smithfield Trust
Pennsylvania
$1K +$900 +4 New
AW
507
Avion Wealth
Texas
$1K +$1.13K +5 +125%
LA
508
LM Advisors
California
$1K +$48.4K +215 New
MA
509
Montag & Associates
Georgia
$903 -$225 -1 -20%
ACA
510
American Capital Advisory
Idaho
$861 – – –
DWM
511
Dogwood Wealth Management
Kansas
$860 +$450 +2 +100%
OC
512
Optima Capital
Oregon
$860 +$900 +4 New
SIC
513
SJS Investment Consulting
Ohio
$647 +$450 +2 +200%
QWM
514
Quaker Wealth Management
New Jersey
$646 -$225 -1 -25%
HIA
515
HFM Investment Advisors
New Jersey
$646 +$450 +2 +200%
BWL
516
Bogart Wealth LLC
Virginia
$645 -$450 -2 -40%
HFS
517
Hughes Financial Services
Virginia
$645 +$225 +1 +50%
BHWM
518
Bay Harbor Wealth Management
Maryland
$645 +$450 +2 +200%
MHIP
519
Mountain Hill Investment Partners
New Jersey
$645 +$675 +3 New
BLC
520
Brown, Lisle/Cummings
Rhode Island
$621 – – –
PWA
521
Physician Wealth Advisors
Utah
$431 – – –
BGAI
522
Bruce G. Allen Investments
Colorado
$430 – – –
FCAS
523
First Command Advisory Services
Texas
$430 – – –
EW
524
Elyxium Wealth
California
$430 +$450 +2 New
FAMI
525
Fideuram Asset Management (Ireland)
$222 +$225 +1 New
19 20
21
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