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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3651
Able Wealth Management
New Jersey
$96.3K +$88.6K +272 New
BHWM
3652
Bay Harbor Wealth Management
Maryland
$95.6K +$33.9K +104 +63%
TCA
3653
Trifecta Capital Advisors
Illinois
$94.9K +$8.14K +25 +10%
SNB
3654
Security National Bank
Nebraska
$93.8K +$86.3K +265 New
NF
3655
Norwood Financial
Pennsylvania
$93.8K – – –
RFG
3656
REAP Financial Group
Texas
$93.4K +$86K +264 New
PPWM
3657
PFG Private Wealth Management
Florida
$93.1K – – –
CWM
3658
Compass Wealth Management
Connecticut
$88.5K – – –
BCM
3659
Bourgeon Capital Management
Connecticut
$87.8K +$78.2K +240 +3,000%
BAM
3660
Bellevue Asset Management
Washington
$87.8K – – –
CWAF
3661
Core Wealth Advisors (Florida)
Florida
$87.1K +$78.2K +240 +4,000%
FBC
3662
Fairfield, Bush & Co
Connecticut
$87.1K +$80.1K +246 New
SR
3663
Syntax Research
Florida
$86.7K -$8.14K -25 -9%
CMA
3664
Cedar Mountain Advisors
Oregon
$83.5K -$1.95K -6 -2%
RA
3665
Rise Advisors
New York
$83.5K – – –
FPFS
3666
First Personal Financial Services
North Carolina
$82.5K +$2.6K +8 +4%
AIM
3667
Arcadia Investment Management
Michigan
$80.7K – – –
PCM
3668
Perritt Capital Management
Illinois
$78.2K +$1.95K +6 +3%
RBC
3669
Roble Belko & Company
Pennsylvania
$73K – – –
VWA
3670
Valued Wealth Advisors
Utah
$72.1K +$78.2K +240 New
CFG
3671
CKW Financial Group
Hawaii
$71K – – –
LJHT
3672
Laurie J. Hall Trustee
$71K – – –
PP
3673
Pacifica Partners
Canada
$70K +$71.6K +220 New
BG
3674
Bollard Group
Massachusetts
$70K – – –
CTWM
3675
Cherry Tree Wealth Management
Minnesota
$67.1K +$47.2K +145 +322%
145 146
147
148 149