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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1026
Tidemark
California
$5.92K – – –
BW
1027
Basepoint Wealth
Iowa
$5.52K +$5.92K +28 New
WAG
1028
Wilkerson Advisory Group
Missouri
$5.52K +$5.92K +28 New
BOJHT
1029
Bank of Jackson Hole Trust
Wyoming
$5.32K +$5.71K +27 New
ACM
1030
Accent Capital Management
Ohio
$5.13K – – –
PGAM
1031
Princeton Global Asset Management
New Jersey
$5.13K +$5.5K +26 New
AEPWM
1032
Atlantic Edge Private Wealth Management
Florida
$4.93K – – –
BTD
1033
BankPlus Trust Department
Mississippi
$4.93K – – –
HC
1034
Hurley Capital
New York
$4.93K +$5.29K +25 New
WETS
1035
Wealth Enhancement Trust Services
South Dakota
$4.93K +$5.29K +25 New
FC
1036
Fairscale Capital
New Hampshire
$4.73K – – –
WBC
1037
West Branch Capital
Massachusetts
$4.73K – – –
NWM
1038
Nova Wealth Management
Florida
$4.28K – – –
PWMG
1039
Prestige Wealth Management Group
New Jersey
$4.14K – – –
KCM
1040
Key Capital Management
Tennessee
$3.94K +$4.23K +20 New
OC
1041
Oakworth Capital
Alabama
$3.94K +$4.23K +20 New
TCM
1042
Triumph Capital Management
Colorado
$3.94K +$4.23K +20 New
PWA
1043
Principia Wealth Advisory
Texas
$3.75K +$212 +1 +6%
OC
1044
Optima Capital
Oregon
$3.75K +$4.02K +19 New
WW
1045
Winnow Wealth
Texas
$3.56K – – –
IA
1046
IFS Advisors
Kansas
$3.35K – – –
BHWM
1047
Bay Harbor Wealth Management
Maryland
$3.35K +$1.06K +5 +42%
HWA
1048
HHM Wealth Advisors
Tennessee
$3.15K – – –
STB
1049
S&T Bank
Pennsylvania
$3.15K -$1.48K -7 -30%
SWA
1050
Strategic Wealth Advisors
Arizona
$3K +$3.81K +18 New
40 41
42
43 44