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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
601
TimeScale Financial
Massachusetts
$13K +$7.57K +10 +100%
BWM
602
BerganKDV Wealth Management
Minnesota
$13K +$14.4K +19 New
CFO
603
CVA Family Office
Colorado
$13K +$15.1K +20 New
M1FG
604
Mach-1 Financial Group
Arkansas
$13K +$15.1K +20 New
AA
605
Ancora Advisors
Ohio
$11K – – –
CWP
606
Concord Wealth Partners
Virginia
$11K +$12.1K +16 New
S
607
Surevest
California
$11K +$12.1K +16 New
COCM
608
Charter Oak Capital Management
New Hampshire
$10K – – –
TCWM
609
Total Clarity Wealth Management
Illinois
$10K – – –
VNA
610
Valley National Advisers
Pennsylvania
$10K +$3.03K +4 +36%
CFGS
611
Concourse Financial Group Securities
Alabama
$9K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
VCM
613
Vigilant Capital Management
Maine
$9K – – –
CFA
614
Carroll Financial Associates
North Carolina
$9K +$1.51K +2 +17%
EFS
615
Econ Financial Services
Pennsylvania
$9K +$9.83K +13 New
WBC
616
West Branch Capital
Massachusetts
$9K +$9.83K +13 New
CHA
617
Carmichael Hill & Associates
Maryland
$8K – – –
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
JWA
619
JFS Wealth Advisors
Pennsylvania
$8K +$1.51K +2 +20%
AWM
620
Activest Wealth Management
Florida
$7K -$22.7K -30 -75%
APC
621
Aspire Private Capital
North Carolina
$7K – – –
CFD
622
Creative Financial Designs
Indiana
$7K – – –
PWMG
623
Prestige Wealth Management Group
New Jersey
$7K – – –
TFA
624
Toth Financial Advisory
Virginia
$7K – – –
DHGWA
625
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$8.32K +11 New
23 24
25
26 27