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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1626
Northcape Wealth Management
New York
$294K – – –
SFS
1627
Stiles Financial Services
Minnesota
$293K +$9.59K +21 +3%
KWA
1628
Kingswood Wealth Advisors
California
$292K -$38.3K -84 -12%
MMA
1629
Mizuho Markets Americas
New York
$291K -$1.06M -2,320 -79%
KA
1630
Kovack Advisors
Florida
$291K -$25.1K -55 -8%
SEIA
1631
Signature Estate & Investment Advisors
California
$291K +$21.9K +48 +8%
CW
1632
CreativeOne Wealth
Kansas
$291K +$31.5K +69 +13%
CF
1633
Claris Financial
Virginia
$290K +$25.1K +55 +10%
LFG
1634
Lockerman Financial Group
California
$290K -$913 -2 -0.3%
MWA
1635
Motive Wealth Advisors
Michigan
$289K +$29.2K +64 +12%
ITIM
1636
Indiana Trust & Investment Management
Indiana
$289K -$84.4K -185 -23%
AF
1637
Apexium Financial
Texas
$288K +$41.5K +91 +17%
AWA
1638
Aletheian Wealth Advisors
Washington
$287K -$6.85K -15 -2%
KBFS
1639
Kohmann Bosshard Financial Services
Ohio
$287K – – –
OWA
1640
Opal Wealth Advisors
New York
$285K +$86.3K +189 +45%
TPF
1641
Tribridge Partners Financial
Maryland
$285K +$277K +607 New
WPP
1642
Whalerock Point Partners
Rhode Island
$285K – – –
NC
1643
NewSquare Capital
Pennsylvania
$284K +$49.8K +109 +22%
SWIM
1644
Smallwood Wealth Investment Management
New Jersey
$284K – – –
OP
1645
ORG Partners
Indiana
$283K +$41.1K +90 +18%
TWA
1646
Talisman Wealth Advisors
New Jersey
$282K +$1.37K +3 +0.5%
CIP
1647
Convergence Investment Partners
Florida
$282K -$18.7K -41 -6%
ETS
1648
ESL Trust Services
New York
$282K -$4.11K -9 -1%
AWAP
1649
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$282K – – –
FCCM
1650
First City Capital Management
Georgia
$282K – – –
64 65
66
67 68