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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
3901
Advisors Management Group
Wisconsin
$218K +$5.83K +12 +3%
ASG
3902
Ariston Services Group
California
$217K -$972 -2 -0.5%
AWM
3903
Arista Wealth Management
Nevada
$215K +$207K +426 New
PI
3904
Pachira Investments
California
$215K +$207K +426 New
PCI
3905
Planning Center Inc
Illinois
$214K -$15.1K -31 -7%
HPFG
3906
Hart & Patterson Financial Group
Massachusetts
$213K +$206K +423 New
SEA
3907
Stegent Equity Advisors
Texas
$213K +$206K +423 New
HWMO
3908
Heritage Wealth Management (Ohio)
Ohio
$213K +$192K +395 New
SCM
3909
Stonebridge Capital Management
California
$213K +$205K +422 New
BIM
3910
Breakwater Investment Management
Washington
$212K – – –
AWP
3911
Abacus Wealth Partners
California
$212K +$205K +421 New
GC
3912
Globeflex Capital
California
$212K – – –
MIM
3913
Macroview Investment Management
Maryland
$211K -$7.29K -15 -3%
TCFP
3914
Treasure Coast Financial Planning
Florida
$211K – – –
EFMH
3915
E Fund Management (HK)
Hong Kong
$211K +$70K +144 +52%
LIWM
3916
Long Island Wealth Management
New York
$211K +$203K +418 New
BWG
3917
Beta Wealth Group
California
$210K – – –
SWIM
3918
Smallwood Wealth Investment Management
New Jersey
$210K +$202K +416 New
WWWM
3919
White Wing Wealth Management
Texas
$209K +$202K +415 New
FF
3920
Financial Futures
New Jersey
$209K – – –
BEAM
3921
Baker Ellis Asset Management
Washington
$209K – – –
BWM
3922
Buckley Wealth Management
Nevada
$209K – – –
WPW
3923
Warther Private Wealth
Ohio
$208K +$200K +412 New
MAG
3924
Mayfair Advisory Group
Alabama
$208K +$202K +416 New
SFS
3925
Summit Financial Strategies
Ohio
$207K -$129K -265 -39%
155 156
157
158 159