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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1801
Midland Wealth Advisors
Illinois
$923K – – –
MLFP
1802
MPS Loria Financial Planners
Illinois
$923K +$33.8K +108 +5%
AWM
1803
Aberdeen Wealth Management
Illinois
$922K -$82.7K -264 -10%
BWM
1804
BAM Wealth Management
Colorado
$921K -$7.83K -25 -1%
CFS
1805
CRA Financial Services
New Jersey
$919K +$20K +64 +3%
NB
1806
NBH Bank
Colorado
$918K +$769K +2,457 New
DS
1807
DRW Securities
Illinois
$916K -$2.2M -7,038 -74%
OWA
1808
Octavia Wealth Advisors
Ohio
$916K -$39.8K -127 -5%
QFW
1809
QTR Family Wealth
Florida
$916K -$49.8K -159 -6%
TCM
1810
Tufton Capital Management
Maryland
$915K +$7.83K +25 +1%
RPC
1811
Rossmore Private Capital
Connecticut
$915K – – –
GWM
1812
Glass Wealth Management
Texas
$915K -$50.1K -160 -6%
SQA
1813
Simon Quick Advisors
New Jersey
$915K -$106K -339 -12%
AWAG
1814
ARS Wealth Advisors Group
Florida
$914K -$2.82K -9 -0.4%
CHAM
1815
Clear Harbor Asset Management
Connecticut
$914K -$39.8K -127 -5%
WG
1816
Warner Group
Connecticut
$914K +$418K +1,336 +120%
UBV
1817
United Bank (Virginia)
Virginia
$913K +$23.5K +75 +3%
SIM
1818
Stratos Investment Management
Ohio
$913K -$79.8K -255 -9%
CFP
1819
Curran Financial Partners
South Carolina
$911K +$17.5K +56 +2%
FCG
1820
Fielder Capital Group
Tennessee
$909K +$131K +419 +21%
FCM
1821
Fell Capital Management
California
$906K – – –
BPWM
1822
BCS Private Wealth Management
New Jersey
$905K -$33.8K -108 -4%
TLFA
1823
True Link Financial Advisors
California
$904K +$10.6K +34 +1%
CAC
1824
Core Alternative Capital
Georgia
$903K +$90.8K +290 +14%
CA
1825
Cornerstone Advisory
Maryland
$900K +$41.3K +132 +6%
71 72
73
74 75