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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1151
Harbor Investment Advisory
Maryland
$44K – – –
BWA
1152
BDO Wealth Advisors
Florida
$44K +$10.4K +40 +34%
PWMG
1153
Prestige Wealth Management Group
New Jersey
$42K -$1.07M -4,140 -96%
AWM
1154
Accel Wealth Management
Iowa
$42K -$13.5K -52 -26%
CAL
1155
Capital Analysts LLC
Pennsylvania
$40K +$34.8K +134 +1,340%
FPS
1156
Fieldpoint Private Securities
Connecticut
$38K +$1.3K +5 +4%
SWA
1157
Sutton Wealth Advisors
Florida
$37.3K +$1.82K +7 +6%
SIAP
1158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
TWA
1159
TCI Wealth Advisors
Arizona
$37K +$21.5K +83 +173%
M
1160
MOTCO
Texas
$36K -$37.1K -143 -53%
HFS
1161
HBC Financial Services
Washington
$36K +$32.4K +125 New
HR
1162
Howe & Rusling
New York
$34K -$3.37K -13 -10%
BAM
1163
Bellevue Asset Management
Washington
$33K – – –
MWP
1164
Meridian Wealth Partners
Pennsylvania
$33K +$5.19K +20 +20%
TFS
1165
TrustCore Financial Services
Tennessee
$33K +$5.97K +23 +24%
CFD
1166
Creative Financial Designs
Indiana
$32K – – –
EWA
1167
Evolution Wealth Advisors
Florida
$31K +$9.08K +35 +46%
MA
1168
Montag & Associates
Georgia
$31K +$15.6K +60 +115%
BG
1169
Bollard Group
Massachusetts
$30K – – –
HWA
1170
Heritage Wealth Advisors
Virginia
$28K +$25.9K +100 New
FCM
1171
Firestone Capital Management
Florida
$28K – – –
GLLW
1172
Graves Light Lenhart Wealth
Virginia
$28K – – –
KC
1173
Knuff & Co
California
$28K – – –
PFSC
1174
Peoples Financial Services Corp
Pennsylvania
$28K – – –
SNT
1175
Security National Trust
West Virginia
$28K – – –
45 46
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