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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1251
Amplius Wealth Advisors
Pennsylvania
$130K +$122K +378 New
CWP
1252
Concord Wealth Partners
Virginia
$124K +$105K +325 +1,016%
NC
1253
NewSquare Capital
Pennsylvania
$122K – – –
PCG
1254
Private Capital Group
Connecticut
$120K -$13K -40 -10%
PFGIA
1255
Patriot Financial Group Insurance Agency
Massachusetts
$120K +$1.3K +4 +1%
WPA
1256
West Paces Advisors
Georgia
$120K +$4.21K +13 +4%
FMP
1257
Financial Management Professionals
Texas
$118K -$1.3K -4 -1%
PSB
1258
Piscataqua Savings Bank
New Hampshire
$116K -$3.24K -10 -3%
OIS
1259
Okabena Investment Services
Minnesota
$115K +$7.45K +23 +7%
OIA
1260
Optimum Investment Advisors
Illinois
$114K – – –
LJHT
1261
Laurie J. Hall Trustee
$113K – – –
EWM
1262
Evermay Wealth Management
Virginia
$111K – – –
WFS
1263
Widmann Financial Services
Maryland
$111K +$105K +323 New
FFA
1264
Freedman Financial Associates
Massachusetts
$104K -$1.94K -6 -2%
BWP
1265
Baldwin Wealth Partners
Massachusetts
$104K – – –
CBT
1266
Central Bank & Trust
Kentucky
$104K – – –
TAIM
1267
TD Ameritrade Investment Management
Nebraska
$104K +$10K +31 +12%
HWA
1268
Heritage Wealth Advisors
Virginia
$104K +$64.8K +200 +200%
NIC
1269
Northwest Investment Counselors
Oregon
$104K +$97.2K +300 New
KCM
1270
KRS Capital Management
Michigan
$103K +$97.2K +300 New
GWS
1271
Glassman Wealth Services
Virginia
$99K +$16.8K +52 +22%
CFD
1272
Creative Financial Designs
Indiana
$97K -$4.54K -14 -5%
AF
1273
Arrow Financial
New York
$95K – – –
BWM
1274
BerganKDV Wealth Management
Minnesota
$93K -$972 -3 -1%
TFO
1275
Tarbox Family Office
California
$88K -$1.94K -6 -2%
49 50
51
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