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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
801
Fourth Dimension Wealth
Ohio
$12K +$12.1K +75 New
HWM
802
Hemington Wealth Management
Virginia
$12K +$4.03K +25 +47%
CA
803
CoreCap Advisors
Michigan
$11.9K – – –
CAS
804
Coppell Advisory Solutions
Texas
$11.8K – – –
WBWA
805
William B. Walkup & Associates
South Carolina
$11.6K – – –
BWL
806
Bogart Wealth LLC
Virginia
$11.6K +$2.42K +15 +26%
HIA
807
Harbor Investment Advisory
Maryland
$11.4K – – –
AWM
808
Abound Wealth Management
Tennessee
$11.2K +$2.9K +18 +35%
PFG
809
Putney Financial Group
California
$11.2K +$11.3K +70 New
CPG
810
Cornerstone Planning Group
New Jersey
$10.8K +$967 +6 +10%
PWMG
811
Prestige Wealth Management Group
New Jersey
$10.6K – – –
JWA
812
JFS Wealth Advisors
Pennsylvania
$10.6K +$161 +1 +2%
MEG
813
Millstone Evans Group
Colorado
$10.6K +$10.6K +66 New
GSWM
814
Golden State Wealth Management
California
$10.1K +$10.2K +63 New
MA
815
Montag & Associates
Georgia
$9.48K – – –
MCM
816
MV Capital Management
Maryland
$9.48K +$1.13K +7 +13%
AEPWM
817
Atlantic Edge Private Wealth Management
Florida
$9.48K +$2.74K +17 +40%
AF
818
Advisornet Financial
Minnesota
$8.84K -$161 -1 -2%
MCA
819
Midwest Capital Advisors
Michigan
$8.84K +$8.87K +55 New
SL
820
Salomon & Ludwin
Virginia
$8.51K – – –
LI
821
LRI Investments
Florida
$8.19K – – –
AF
822
Aviso Financial
Ontario, Canada
$8.19K +$8.22K +51 New
BC
823
Broadwater Capital
Massachusetts
$8.03K – – –
FWM
824
FSA Wealth Management
Massachusetts
$8.03K – – –
HFM
825
Hartford Financial Management
Connecticut
$8.03K – – –
31 32
33
34 35