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Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
2551
Bank of Stockton
California
$216K +$202K +3,382 New
FMN
2552
Financial Management Network
California
$216K +$224K +3,765 New
LFGH
2553
Lee Financial Group Hawaii
Hawaii
$215K -$1.01M -16,899 -83%
SC
2554
Soundwatch Capital
Connecticut
$215K +$200K +3,361 New
UTC
2555
Unified Trust Company
Kentucky
$215K +$201K +3,373 New
AMM
2556
American Money Management
California
$214K +$200K +3,350 New
PWMG
2557
Prestige Wealth Management Group
New Jersey
$213K -$1.13K -19 -0.6%
SL
2558
SWMG LLC
Texas
$213K +$198K +3,321 New
KCM
2559
Kennedy Capital Management
Missouri
$213K +$199K +3,331 New
KLCM
2560
KG&L Capital Management
Louisiana
$211K -$1.47M -24,608 -88%
CH
2561
Canton Hathaway
Rhode Island
$211K +$17.9K +300 +10%
FIM
2562
Fernwood Investment Management
Massachusetts
$211K +$197K +3,298 New
DMC
2563
Drexel Morgan & Co
Pennsylvania
$211K +$197K +3,300 New
FSC
2564
Full Sail Capital
Oklahoma
$210K +$191K +3,200 New
FWM
2565
Filbrandt Wealth Management
Wisconsin
$209K +$64.2K +1,077 +49%
FAM
2566
Fenimore Asset Management
New York
$209K +$195K +3,270 New
OPWM
2567
Oxinas Partners Wealth Management
Indiana
$208K +$194K +3,253 New
FA
2568
Faithward Advisors
Pennsylvania
$207K +$193K +3,232 New
BWM
2569
BT Wealth Management
Georgia
$207K +$193K +3,235 New
SAM
2570
Secure Asset Management
Michigan
$206K -$54.4K -913 -22%
PCM
2571
Pointe Capital Management
Michigan
$206K +$192K +3,216 New
BA
2572
Birinyi Associates
Connecticut
$205K +$191K +3,200 New
GPWA
2573
Great Point Wealth Advisors
Massachusetts
$205K +$191K +3,210 New
FSWA
2574
Financial Synergies Wealth Advisors
Texas
$204K +$190K +3,195 New
CA
2575
CapWealth Advisors
Tennessee
$204K -$83.7K -1,405 -31%
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103
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