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NCLH

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
401
Blue Bell Private Wealth Management
Pennsylvania
$4K -$3.89K -232 -37%
BCMLT
402
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
MCM
403
Manchester Capital Management
Vermont
$4K – – –
MFT
404
Moisand Fitzgerald Tamayo
Florida
$4K – – –
TFM
405
TFC Financial Management
Massachusetts
$4K – – –
CWM
406
CarsonAllaria Wealth Management
Illinois
$4K +$821 +49 +15%
FWA
407
FSC Wealth Advisors
New York
$4K +$2.58K +154 +89%
SWA
408
SOA Wealth Advisors
New York
$4K +$3.35K +200 +103%
SWM
409
Selective Wealth Management
Virginia
$4K +$6.29K +375 New
FP
410
Financial Perspectives
Minnesota
$3.5K – – –
KFS
411
Kelly Financial Services
Massachusetts
$3.05K +$419 +25 +10%
EBA
412
Eagle Bay Advisors
New York
$3.05K +$4.59K +274 New
CP
413
Castleview Partners
Texas
$3K +$4.53K +270 New
TWA
414
TCI Wealth Advisors
Arizona
$3K -$1.07K -64 -20%
BAM
415
Baldrige Asset Management
Pennsylvania
$3K – – –
BWP
416
Baldwin Wealth Partners
Massachusetts
$3K – – –
HIA
417
Harbor Investment Advisory
Maryland
$3K – – –
LWANC
418
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PP
419
PrairieView Partners
Minnesota
$3K – – –
TFS
420
TrustCore Financial Services
Tennessee
$3K – – –
WOC
421
West Oak Capital
California
$3K +$671 +40 +17%
KIG
422
Kessler Investment Group
Indiana
$3K +$1.59K +95 +100%
ARMC
423
American Research & Management Company
Massachusetts
$3K +$1.68K +100 +67%
FCT
424
First Community Trust
Iowa
$3K +$3.35K +200 +317%
CI
425
CX Institutional
Indiana
$3K +$4.07K +243 New
15 16
17
18 19