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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2551
Blue Bell Private Wealth Management
Pennsylvania
$54K +$52.2K +151 New
WFS
2552
Widmann Financial Services
Maryland
$54K +$52.6K +152 New
VNA
2553
Valley National Advisers
Pennsylvania
$53K -$17.6K -51 -26%
FRA
2554
Front Row Advisors
California
$53K +$5.53K +16 +12%
SWM
2555
Sugarloaf Wealth Management
Georgia
$50K – – –
RA
2556
Rise Advisors
New York
$49.4K +$47.7K +138 New
FAM
2557
Fred Alger Management
New York
$49K – – –
AIM
2558
Arcadia Investment Management
Michigan
$49K +$5.19K +15 +12%
AW
2559
Avion Wealth
Texas
$48K – – –
VRS
2560
Virginia Retirement Systems
Virginia
$47K +$10.2M +29,400 +29%
TIM
2561
Tortoise Investment Management
New York
$47K +$19K +55 +71%
FCT
2562
First Community Trust
Iowa
$45.6K +$43.9K +127 New
WAM
2563
WFA Asset Management
Wisconsin
$45.4K +$43.6K +126 New
JWBC
2564
John W. Brooker & Co
California
$45K – – –
VC
2565
Vestor Capital
Illinois
$43K -$8.64M -24,989 -100%
RG
2566
Retirement Group
California
$43K -$346 -1 -0.8%
SSC
2567
Syverson Strege & Co
Iowa
$43K – – –
PFA
2568
Professional Financial Advisors
Nebraska
$42K -$299K -865 -88%
RWA
2569
RGT Wealth Advisors
Texas
$39K +$37.7K +109 New
WPWM
2570
Western Pacific Wealth Management
Illinois
$39K +$38K +110 New
CBT
2571
Central Bank & Trust
Kentucky
$38K – – –
DHGWA
2572
Dixon Hughes Goodman Wealth Advisors
North Carolina
$37K +$35.3K +102 New
AWM
2573
AllSquare Wealth Management
New York
$36K – – –
JAM
2574
JCIC Asset Management
Ontario, Canada
$36K – – –
KLWA
2575
Kelly Lawrence W & Associates
California
$36K – – –
101 102
103
104 105