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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2501
PRW Wealth Management
Massachusetts
$243K +$227K +605 New
MHS
2502
M Holdings Securities
Oregon
$243K -$505K -1,347 -69%
CBA
2503
Coastal Bridge Advisors
Connecticut
$243K +$3.38K +9 +1%
TCMP
2504
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$232K +617 New
BTIM
2505
BancFirst Trust & Investment Management
Oklahoma
$242K -$24.4K -65 -9%
NG
2506
Northstar Group
New York
$241K – – –
TIP
2507
Torray Investment Partners
Maryland
$241K +$230K +613 New
SIS
2508
Sound Income Strategies
Florida
$240K +$34.5K +92 +18%
JSAM
2509
J. Safra Asset Management
New York
$240K -$6K -16 -3%
BWM
2510
BlackDiamond Wealth Management
New York
$239K +$224K +596 New
EPA
2511
Element Pointe Advisors
Florida
$239K – – –
MPPLM
2512
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$238K +$227K +605 New
PFM
2513
Phillips Financial Management
Indiana
$237K +$13.5K +36 +6%
FFW
2514
Fusion Family Wealth
New York
$237K – – –
BDF
2515
Black Diamond Financial
Maryland
$237K -$29.6K -79 -12%
RDIA
2516
RE Dickinson Investment Advisors
Iowa
$236K -$12K -32 -5%
HCPC
2517
Hamilton Capital Partners (Canada)
$236K -$113K -300 -33%
AAM
2518
American Asset Management
Florida
$236K – – –
TFA
2519
Teamwork Financial Advisors
Texas
$236K -$36K -96 -14%
GHAM
2520
Gilman Hill Asset Management
Connecticut
$235K +$7.88K +21 +4%
GSIS
2521
Global Strategic Investment Solutions
Arizona
$234K +$4.5K +12 +2%
BC
2522
Barrett & Company
Rhode Island
$234K +$375 +1 +0.2%
BDFN
2523
Bond & Devick Financial Network
Minnesota
$234K -$11.3K -30 -5%
WP
2524
WealthShield Partners
North Carolina
$233K +$223K +593 New
BCP
2525
Berkeley Capital Partners
Georgia
$233K +$5.63K +15 +3%
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101
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