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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2176
Arkos Global Advisors
Texas
$436K -$60K -991 -12%
LWM
2177
Liberty Wealth Management
California
$436K +$425K +7,025 New
SWP
2178
Summit Wealth Partners
Florida
$433K – – –
COCM
2179
Charter Oak Capital Management
New Hampshire
$433K +$37.8K +624 +10%
WW
2180
Westshore Wealth
California
$433K +$14K +231 +3%
TDC
2181
Thompson Davis & Co
Virginia
$433K -$48.4K -800 -10%
GTAM
2182
Global Trust Asset Management
Florida
$432K -$49K -810 -10%
FW
2183
FirstPurpose Wealth
Utah
$430K -$25.6K -423 -6%
NCM
2184
Northside Capital Management
Oregon
$429K – – –
CNB
2185
Camden National Bank
Maine
$429K -$188K -3,109 -31%
GA
2186
Geller Advisors
New York
$427K +$150K +2,482 +57%
PSC
2187
Prentiss Smith & Co
Vermont
$427K – – –
MCCA
2188
Mill Creek Capital Advisors
Pennsylvania
$426K -$5.87K -97 -1%
CAM
2189
Connacht Asset Management
New York
$425K -$405K -6,686 -49%
BDA
2190
Borer Denton & Associates
Pennsylvania
$425K -$18.5K -306 -4%
PPWM
2191
PFG Private Wealth Management
Florida
$424K +$297K +4,899 +253%
IFWM
2192
Institute for Wealth Management
Colorado
$424K -$24.3K -401 -6%
MRWM
2193
ML&R Wealth Management
Texas
$423K +$222K +3,673 +117%
TCM
2194
TD Capital Management
Tennessee
$423K – – –
DIM
2195
Delta Investment Management
California
$423K -$1.33K -22 -0.3%
FC
2196
Fulcrum Capital
Washington
$422K – – –
SAM
2197
SignalPoint Asset Management
Missouri
$421K – – –
AI
2198
Atom Investors
Texas
$420K +$410K +6,775 New
PWAG
2199
Polaris Wealth Advisory Group
California
$419K -$6.23M -102,896 -94%
PWM
2200
Prentice Wealth Management
New York
$419K +$20.2K +334 +5%
86 87
88
89 90