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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1801
Bogart Wealth LLC
Virginia
$362K -$10.4K -376 -3%
BAAM
1802
Baker Avenue Asset Management
California
$362K -$158K -5,699 -29%
WF
1803
Wayfinding Financial
Washington
$361K +$209K +7,523 New
FBB
1804
Fulton Breakefield Broenniman
Maryland
$360K -$12.9K -465 -3%
IFWM
1805
Institute for Wealth Management
Colorado
$360K -$157K -5,646 -29%
CA
1806
CoreCap Advisors
Michigan
$360K +$31.7K +1,141 +9%
WAM
1807
WNY Asset Management
New York
$359K +$2.03K +73 +0.5%
MSWM
1808
McGlone Suttner Wealth Management
Wisconsin
$358K +$376K +13,552 New
EWM
1809
Endurance Wealth Management
Rhode Island
$358K -$20.8K -750 -5%
BFG
1810
Berger Financial Group
Minnesota
$358K +$5.25K +189 +1%
BAM
1811
Byrne Asset Management
New Jersey
$356K +$60.7K +2,185 +19%
SXL
1812
Summit X LLC
Missouri
$356K -$2.44K -88 -0.9%
IF
1813
IRON Financial
Illinois
$355K +$28 +1 +0%
CANC
1814
Culbertson A N & Co
Virginia
$354K -$85.5K -3,078 -19%
PA
1815
PSI Advisors
Florida
$352K -$60.4K -2,174 -14%
CP
1816
Camelot Portfolios
Ohio
$351K +$152K +5,455 +70%
MA
1817
MBA Advisors
Pennsylvania
$350K -$6.61K -238 -2%
CCM
1818
Cribstone Capital Management
Maine
$350K +$81.1K +2,919 +28%
PIA
1819
Pinion Investment Advisors
Kansas
$348K +$11.2K +405 +3%
CHA
1820
Carmichael Hill & Associates
Maryland
$347K -$87.2K -3,140 -19%
SCA
1821
Southern Capital Advisors
Tennessee
$347K -$713K -25,670 -66%
HA
1822
Herold Advisors
New York
$346K -$2.67K -96 -0.7%
BOPW
1823
Brandywine Oak Private Wealth
Pennsylvania
$346K -$169K -6,099 -32%
OWP
1824
Obermeyer Wealth Partners
Colorado
$346K -$111K -3,989 -23%
AIP
1825
Almanack Investment Partners
Pennsylvania
$346K -$160K -5,755 -31%
71 72
73
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