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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3101
Boyd Wealth Management
California
$201K +$187K +2,803 New
ACM
3102
AUA Capital Management
Pennsylvania
$201K +$187K +2,802 New
SFI
3103
SPC Financial Inc
Maryland
$201K +$187K +2,800 New
FWM
3104
Forza Wealth Management
Florida
$200K +$187K +2,798 New
BC
3105
Barrett & Company
Rhode Island
$199K – – –
CPG
3106
Cornerstone Planning Group
New Jersey
$196K +$55.7K +834 +45%
PSB
3107
Piscataqua Savings Bank
New Hampshire
$194K – – –
MSG
3108
Main Street Group
Virginia
$193K -$2.74K -41 -1%
RS
3109
Rakuten Securities
Japan
$192K -$123K -1,838 -41%
PK
3110
Pflug Koory
Nebraska
$192K – – –
FDW
3111
Fourth Dimension Wealth
Ohio
$191K +$6.68K +100 +4%
T
3112
TOBAM
France
$191K -$441K -6,606 -71%
SAS
3113
Stelac Advisory Services
New York
$190K +$13.6K +204 +8%
WFA
3114
Wellspring Financial Advisors
Ohio
$190K -$26.7K -400 -4%
ACA
3115
Atlas Capital Advisors
Wyoming
$188K – – –
AT
3116
Avalon Trust
New Mexico
$186K -$21.8K -327 -11%
PWA
3117
Physician Wealth Advisors
Utah
$184K – – –
SC
3118
Stephens Consulting
Michigan
$184K -$19.4K -291 -10%
IWM
3119
IMG Wealth Management
Florida
$182K – – –
BIA
3120
Bell Investment Advisors
California
$181K -$19.8K -297 -11%
PP
3121
Pacifica Partners
Canada
$173K – – –
MLA
3122
MB, Levis & Associates
Pennsylvania
$173K – – –
BA
3123
Bellwether Advisors
Nebraska
$173K – – –
TFGT
3124
TS Financial Group (TSFG)
Illinois
$170K – – –
WA
3125
WPG Advisers
Maryland
$165K -$90.7K -1,358 -37%
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125
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