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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2951
Investment Advisory Group
Massachusetts
$214K +$4.24K +65 +2%
BWM
2952
Buckley Wealth Management
Nevada
$214K – – –
LRWA
2953
Long Run Wealth Advisors
New York
$214K -$11.1K -170 -5%
GSWM
2954
Golden State Wealth Management
California
$214K +$224K +3,434 New
SAM
2955
Sherman Asset Management
California
$214K +$224K +3,431 New
TCWM
2956
Total Clarity Wealth Management
Illinois
$213K -$131 -2 -0.1%
MCM
2957
Mendel Capital Management
Arkansas
$213K +$1.04K +16 +0.5%
HWM
2958
Hemington Wealth Management
Virginia
$213K +$9.79K +150 +5%
WI
2959
Wedgewood Investors
Pennsylvania
$212K – – –
MWM
2960
Mascagni Wealth Management
Mississippi
$212K +$193K +2,962 New
CG
2961
Cynosure Group
Utah
$212K -$108K -1,650 -33%
BCMLT
2962
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K -$24K -367 -10%
EIA
2963
Eldridge Investment Advisors
New Hampshire
$212K – – –
FWA
2964
Flagship Wealth Advisors
Massachusetts
$212K +$222K +3,400 New
CM
2965
Castleark Management
Illinois
$211K – – –
TF
2966
TLWM Financial
Texas
$211K – – –
BW
2967
BXM Wealth
Colorado
$211K +$221K +3,388 New
WMA
2968
William Mack & Associates
Michigan
$211K +$221K +3,385 New
PFG
2969
Prosperity Financial Group
California
$211K +$30.9K +474 +16%
SPIA
2970
Strategic Point Investment Advisors
Rhode Island
$210K – – –
OP
2971
ORG Partners
Indiana
$210K -$4.37K -67 -2%
DFG
2972
Dupree Financial Group
Kentucky
$210K +$12.1K +186 +6%
CH
2973
Canton Hathaway
Rhode Island
$210K – – –
AFW
2974
Avantra Family Wealth
Pennsylvania
$209K +$219K +3,361 New
WCM
2975
WealthBridge Capital Management
Ohio
$208K +$2.42K +37 +1%
117 118
119
120 121