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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1251
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$343K -$128K -5,700 -25%
TLCM
1252
Twin Lakes Capital Management
California
$343K – – –
IAS
1253
Insigneo Advisory Services
Florida
$343K -$206K -9,154 -35%
HWMC
1254
Heritage Wealth Management (California)
California
$342K +$7.17K +318 +2%
WI
1255
Westbourne Investments
Virginia
$341K +$384K +17,030 New
ARG
1256
Advisory Resource Group
Oklahoma
$341K +$9.36K +415 +3%
ICP
1257
Interchange Capital Partners
Pennsylvania
$339K -$79.5K -3,525 -15%
PIA
1258
Perennial Investment Advisors
California
$339K -$6.92K -307 -2%
MMHP
1259
Murphy Middleton Hinkle & Parker
Georgia
$339K -$72.3K -3,209 -16%
SDAM
1260
Shulman DeMeo Asset Management
New York
$338K -$137K -6,070 -26%
CWP
1261
Cyndeo Wealth Partners
Florida
$338K -$222K -9,853 -37%
6F
1262
626 Financial
Michigan
$338K -$17.1K -759 -4%
VWA
1263
Visionary Wealth Advisors
Illinois
$337K -$125K -5,559 -25%
GPWM
1264
Grant Private Wealth Management
California
$336K +$377K +16,737 New
FPGT
1265
Financial Partners Group (Tennessee)
Tennessee
$335K -$1.28M -56,761 -77%
WDG
1266
Wealth Dimensions Group
Ohio
$335K -$69.8K -3,095 -16%
FMTC
1267
Farmers & Merchants Trust Company
California
$334K -$25.4K -1,126 -6%
SFC
1268
SYM Financial Corp
Indiana
$334K +$375K +16,648 New
LAM
1269
L2 Asset Management
Massachusetts
$332K -$3.2K -142 -0.8%
APWA
1270
Atlas Private Wealth Advisors
New Jersey
$332K +$161K +7,124 +75%
KA
1271
Klingman & Associates
New York
$332K -$14.5K -645 -4%
AAP
1272
Ardsley Advisory Partners
Connecticut
$331K +$372K +16,500 New
PCM
1273
Perkins Capital Management
Minnesota
$330K -$11.3K -500 -3%
GLA
1274
Good Life Advisors
Pennsylvania
$329K -$363K -16,122 -50%
TWA
1275
TCI Wealth Advisors
Arizona
$329K -$96K -4,259 -21%
49 50
51
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