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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2651
Financial Perspectives
Minnesota
$613K -$44.6K -144 -8%
AIA
2652
Allied Investment Advisors
Montana
$613K -$27.9K -90 -5%
SCA
2653
Sandy Cove Advisors
Massachusetts
$613K +$74K +239 +16%
HPM
2654
Hoxton Planning & Management
West Virginia
$613K -$48.3K -156 -8%
MHR
2655
Matthew Hamilton Rosenberg
$613K -$50.8K -164 -8%
WA1
2656
Wimmer Associates 1
California
$612K -$8.67K -28 -2%
SPWM
2657
Spartan Planning & Wealth Management
North Carolina
$611K +$152K +490 +38%
PWM
2658
Prentice Wealth Management
New York
$610K +$4.03K +13 +0.7%
BFPW
2659
BOK Financial Private Wealth
Colorado
$610K +$22.3K +72 +4%
WC
2660
Weil Company
California
$610K +$18.6K +60 +4%
CIA
2661
Compass Ion Advisors
Pennsylvania
$609K -$5.88K -19 -1%
EAM
2662
Evanson Asset Management
California
$608K -$32.2K -104 -6%
NCM
2663
Noesis Capital Mangement
Florida
$607K -$46.1K -149 -8%
OL
2664
Optas LLC
Texas
$607K +$8.98K +29 +2%
IDBONY
2665
Israel Discount Bank of New York
New York
$606K -$21.1K -68 -4%
CCM
2666
Campbell Capital Management
Florida
$606K +$542K +1,750 New
DFG
2667
Demars Financial Group
Washington
$605K +$46.8K +151 +9%
KWS
2668
Keystone Wealth Services
California
$605K -$53.6K -173 -9%
PWM
2669
Purus Wealth Management
California
$605K +$59.2K +191 +12%
SRC
2670
Sage Rhino Capital
California
$605K -$11.1K -36 -2%
BP
2671
Broadleaf Partners
Ohio
$605K – – –
MGWM
2672
Marks Group Wealth Management
Minnesota
$604K -$26.6K -86 -5%
QWM
2673
Quadcap Wealth Management
Texas
$603K +$539K +1,740 New
AEPWM
2674
Atlantic Edge Private Wealth Management
Florida
$602K +$538K +1,736 New
SWIM
2675
Smallwood Wealth Investment Management
New Jersey
$601K +$38.7K +125 +8%
105 106
107
108 109