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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3551
Apex Wealth Management
New Hampshire
$926K -$48.9K -80 -5%
WSCM
3552
Wellington Shields Capital Management
New York
$925K -$1.2M -1,960 -54%
AA
3553
Advisory Advocates
Michigan
$925K -$172K -282 -15%
SAM
3554
Seelaus Asset Management
New Jersey
$922K -$611 -1 -0.1%
UBV
3555
United Bank (Virginia)
Virginia
$922K -$41K -67 -4%
SIM
3556
Sims Investment Management
Ohio
$922K -$439K -718 -31%
RYIA
3557
Roehl & Yi Investment Advisors
Oregon
$922K +$12.2K +20 +1%
G
3558
GenTrust
Florida
$920K -$305K -499 -23%
TAM
3559
Townsend Asset Management
North Carolina
$920K +$74.6K +122 +8%
EFA
3560
Evernest Financial Advisors
Indiana
$920K +$57.5K +94 +6%
RCS
3561
R2 Capital Strategies
Nebraska
$920K +$999K +1,633 New
ESC
3562
Eurizon SLJ Capital
$919K – – –
FSBI
3563
Fearless Solutions (Best Invest)
Texas
$919K -$23.8K -39 -2%
BPW
3564
BlueDoor Private Wealth
Massachusetts
$918K +$14.1K +23 +1%
NEWAS
3565
N.E.W. Advisory Services
Wisconsin
$916K -$14.1K -23 -1%
RFW
3566
Rainier Family Wealth
Washington
$916K +$36.1K +59 +4%
MKW
3567
Mullaney, Keating & Wright
Connecticut
$914K – – –
BFPW
3568
BOK Financial Private Wealth
Colorado
$913K -$344K -563 -26%
MFS
3569
Miller Financial Services
Michigan
$910K +$393K +643 +66%
TWM
3570
Trevian Wealth Management
Massachusetts
$909K +$20.8K +34 +2%
MWM
3571
Momentous Wealth Management
Washington
$906K +$48.3K +79 +5%
NWA
3572
New World Advisors
Massachusetts
$902K -$345K -565 -26%
HCMG
3573
Howard Capital Management Group
California
$901K -$10.4K -17 -1%
FWP
3574
Firethorn Wealth Partners
Georgia
$900K +$11K +18 +1%
BFG
3575
Bouchey Financial Group
New York
$899K -$4.28K -7 -0.4%
141 142
143
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