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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2851
BCS Wealth Management
Tennessee
$695K -$258K -656 -28%
PWM
2852
Palumbo Wealth Management
New York
$695K +$81.8K +208 +11%
HIS
2853
Harvest Investment Services
Illinois
$694K +$38.5K +98 +6%
CWS
2854
Cypress Wealth Services
California
$694K +$22.4K +57 +3%
WPC
2855
White Pine Capital
Minnesota
$691K +$62.1K +158 +10%
SGCA
2856
Steel Grove Capital Advisors
Tennessee
$690K – – –
EIA
2857
Eldridge Investment Advisors
New Hampshire
$689K +$77.9K +198 +13%
MA
2858
MBA Advisors
Pennsylvania
$689K -$5.9K -15 -0.9%
BWM
2859
BlackDiamond Wealth Management
New York
$688K +$17.3K +44 +3%
PPC
2860
Park Place Capital
Alabama
$688K -$492K -1,252 -42%
SMWM
2861
Silvia McColl Wealth Management
California
$688K – – –
RF
2862
Roxbury Financial
New Jersey
$685K -$32.2K -82 -5%
PRP
2863
Peak Retirement Planning
Ohio
$684K +$364K +927 +122%
WPW
2864
Warther Private Wealth
Ohio
$683K -$490K -1,247 -43%
LI
2865
LifeWealth Investments
Florida
$682K +$280K +712 +73%
TW
2866
Traveka Wealth
California
$680K +$3.15K +8 +0.5%
MWA
2867
Martel Wealth Advisors
Washington
$678K – – –
CA
2868
Claris Advisors
Missouri
$676K – – –
MMCM
2869
Murphy & Mullick Capital Management
New York
$676K +$786 +2 +0.1%
WFG
2870
Wills Financial Group
Virginia
$676K +$12.2K +31 +2%
SFG
2871
Snider Financial Group
Washington
$676K +$393 +1 +0.1%
MSWA
2872
Marshall & Sterling Wealth Advisors
New York
$674K -$44.4K -113 -6%
AWMG
2873
Alliance Wealth Management Group
New Jersey
$674K +$19.7K +50 +3%
BMC
2874
Benin Management Corp
Connecticut
$673K – – –
FCA
2875
FLC Capital Advisors
California
$673K +$21.6K +55 +3%
113 114
115
116 117