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Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
1576
Brady Martz Wealth Solutions
North Dakota
$310K – – –
NSIM
1577
North Star Investment Management
Illinois
$308K +$640 +5 +0.3%
APW
1578
Aventura Private Wealth
Florida
$307K +$89.2K +697 +61%
SA
1579
Strategic Advocates
Utah
$306K – – –
CAM
1580
Cypress Asset Management
Texas
$304K – – –
MWA
1581
Midland Wealth Advisors
Illinois
$301K -$14.7K -115 -6%
HHAA
1582
Henry H. Armstrong Associates
Pennsylvania
$301K – – –
LT
1583
Legacy Trust
Michigan
$301K +$230K +1,797 New
TBT
1584
Texas Bank & Trust
Texas
$300K -$374K -2,920 -62%
WCM
1585
WealthBridge Capital Management
Ohio
$300K +$10.9K +85 +5%
BCG
1586
Breakwater Capital Group
New Jersey
$298K -$27.4K -214 -11%
MMPW
1587
Mitchell McLeod Pugh & Williams
Alabama
$297K +$171K +1,340 New
FNT
1588
First National Trust
Pennsylvania
$297K -$20.1K -157 -8%
PWP
1589
Private Wealth Partners
California
$297K -$3.71K -29 -2%
WH
1590
Willner & Heller
California
$297K -$38.3K -299 -14%
MCA
1591
Magnolia Capital Advisors
Mississippi
$296K -$11.4K -89 -5%
EAM
1592
Empirical Asset Management
Massachusetts
$296K +$226K +1,769 New
FWM
1593
FMB Wealth Management
California
$295K +$256 +2 +0.1%
SIS
1594
Sound Income Strategies
Florida
$294K +$19.2K +150 +11%
TWM
1595
Tanager Wealth Management
United Kingdom
$294K +$225K +1,758 New
RPGK
1596
Retirement Planning Group (Kansas)
Kansas
$294K +$225K +1,757 New
SPL
1597
Smart Portfolios LLC
Washington
$293K – – –
FP
1598
Fiduciary Planning
Florida
$292K -$28K -219 -11%
CNBOF
1599
City National Bank of Florida
Florida
$292K +$224K +1,748 New
FDW
1600
Fourth Dimension Wealth
Ohio
$292K +$128 +1 +0.1%
62 63
64
65 66