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HWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Dogwood Wealth Management
Kansas
$2.33K +$2.29K +18 New
NECFA
1027
New England Capital Financial Advisors
Connecticut
$2.23K -$3.17K -25 -60%
FMP
1028
Financial Management Professionals
Texas
$2.21K – – –
SWIM
1029
Smallwood Wealth Investment Management
New Jersey
$2.17K +$2.03K +16 New
CYG
1030
Clean Yield Group
Vermont
$2.08K – – –
AA
1031
Addison Advisors
Vermont
$2.08K +$2.03K +16 New
PWA
1032
Principia Wealth Advisory
Texas
$2.05K +$1.02K +8 +100%
AA
1033
Ancora Advisors
Ohio
$1.95K -$127 -1 -6%
NL
1034
NVWM LLC
Pennsylvania
$1.95K +$635 +5 +50%
TCM
1035
TD Capital Management
Tennessee
$1.82K – – –
OC
1036
Oakworth Capital
Alabama
$1.82K +$1.78K +14 New
PWMG
1037
Prestige Wealth Management Group
New Jersey
$1.69K – – –
MAS
1038
MPWM Advisory Solutions
Georgia
$1.69K – – –
WW
1039
Winnow Wealth
Texas
$1.63K +$508 +4 +44%
BFS
1040
Bare Financial Services
Pennsylvania
$1.43K +$1.4K +11 New
BGAI
1041
Bruce G. Allen Investments
Colorado
$1.3K – – –
JFG
1042
JDM Financial Group
Texas
$1.3K – – –
PWM
1043
Parkworth Wealth Management
California
$1.3K – – –
FAM
1044
Flaharty Asset Management
Florida
$1.3K +$1.27K +10 New
AF
1045
Advisornet Financial
Minnesota
$1.17K -$127 -1 -10%
TIM
1046
Tortoise Investment Management
New York
$1.04K – – –
BCM
1047
Blume Capital Management
California
$1.04K +$1.02K +8 New
ACA
1048
American Capital Advisory
Idaho
$909 +$508 +4 +133%
CIA
1049
Cape Investment Advisory
Georgia
$908 – – –
BMC
1050
Bear Mountain Capital
Washington
$827 +$762 +6 New
40 41
42
43 44