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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Activest Wealth Management
Florida
$310K -$60.1K -730 -17%
UL
2527
Unionview LLC
Washington
$309K -$7.41K -90 -3%
AWA
2528
AmeriServ Wealth Advisors
Pennsylvania
$309K +$286K +3,470 New
AIA
2529
AssuredPartners Investment Advisors
Florida
$309K +$286K +3,470 New
CAWM
2530
Capital Advisors Wealth Management
Washington
$309K +$286K +3,470 New
CPIA
2531
Cornell Pochily Investment Advisors
New York
$308K -$3.29K -40 -1%
DE
2532
Diversified Enterprises
Delaware
$308K +$1.65K +20 +0.6%
FFBTD
2533
First Financial Bank - Trust Division
Ohio
$308K – – –
PCWA
2534
Pacific Capital Wealth Advisors
California
$308K -$2.47K -30 -0.9%
FA
2535
Fountainhead AM
New Jersey
$308K +$284K +3,450 New
HAIM
2536
Hunter Associates Investment Management
Pennsylvania
$307K – – –
SC
2537
Summa Corp
Texas
$307K – – –
WFA
2538
Wellspring Financial Advisors
Ohio
$306K -$5.76K -70 -2%
FSA
2539
Financial Security Advisor
Virginia
$306K -$14K -170 -5%
GPW
2540
Genesis Private Wealth
Virginia
$306K +$282K +3,430 New
AA
2541
Addison Advisors
Vermont
$306K +$6.58K +80 +2%
TW
2542
TrinityPoint Wealth
Connecticut
$306K +$282K +3,430 New
DA
2543
Dash Acquisitions
California
$305K +$23K +280 +10%
RFA
2544
Rollins Financial Advisors
New York
$305K – – –
WWS
2545
Wellington Wealth Strategies
Indiana
$305K -$150K -1,820 -38%
SA
2546
Skyline Advisors
Washington
$302K -$107K -1,300 -28%
WGAM
2547
Wilkinson Global Asset Management
New York
$302K – – –
SFP
2548
Sandbox Financial Partners
Maryland
$302K -$32.1K -390 -10%
SMWM
2549
Silvia McColl Wealth Management
California
$301K – – –
RA
2550
Rise Advisors
New York
$300K -$8.23K -100 -3%
100 101
102
103 104