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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2351
Partners Wealth Management
California
$256K – – –
NEPPG
2352
New England Professional Planning Group
Rhode Island
$255K +$217K +989 New
OFW
2353
Omnia Family Wealth
Florida
$254K +$216K +985 New
TWP
2354
Triad Wealth Partners
Kansas
$254K +$216K +985 New
HFS
2355
Heritage Financial Services
Massachusetts
$253K +$216K +984 New
FCM
2356
Firestone Capital Management
Florida
$253K +$215K +982 New
WFMPM
2357
Woodley Farra Manion Portfolio Management
Indiana
$253K +$215K +981 New
LFA
2358
Level Financial Advisors
New York
$253K +$215K +981 New
RFM
2359
Royal Fund Management
Florida
$252K -$157K -714 -42%
CRI
2360
Colonial River Investments
Virginia
$251K +$218K +995 New
LGW
2361
Leslie Global Wealth
Illinois
$250K +$214K +973 New
OC
2362
Oarsman Capital
Wisconsin
$250K +$213K +971 New
EWS
2363
Eagle Wealth Strategies
New Jersey
$250K +$213K +971 New
DBIA
2364
Dumont & Blake Investment Advisors
New Jersey
$250K -$12.5K -57 -6%
WA
2365
WPG Advisers
Maryland
$250K -$82.1K -374 -28%
SWM
2366
Sagace Wealth Management
Florida
$250K -$33.8K -154 -14%
WAG
2367
Wallace Advisory Group
California
$249K -$219 -1 -0.1%
APA
2368
Astoria Portfolio Advisors
New York
$249K +$204K +928 New
IAP
2369
Indie Asset Partners
Indiana
$249K -$28.7K -131 -12%
APW
2370
Aurora Private Wealth
New Jersey
$248K -$20.4K -93 -9%
HT
2371
Headlands Technologies
Illinois
$248K -$982K -4,475 -82%
SFG
2372
Sunburst Financial Group
Alabama
$247K +$211K +960 New
CWM
2373
Chesapeake Wealth Management
Virginia
$247K +$210K +959 New
NQWM
2374
Northwest Quadrant Wealth Management
Oregon
$247K +$210K +959 New
OCG
2375
Opus Capital Group
Ohio
$246K +$209K +954 New
93 94
95
96 97