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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2726
Parkshore Wealth Management
California
$415K – – –
PCFFS
2727
Pacific Center for Financial Services
California
$414K – – –
CA
2728
Capital Advantage
California
$414K +$15.8K +140 +5%
TPW
2729
Tiller Private Wealth
Pennsylvania
$413K -$97.2K -860 -22%
CF
2730
Convergence Financial
Missouri
$412K -$18.1K -160 -5%
EB
2731
Exchange Bank
California
$412K – – –
HIG
2732
Heritage Investment Group
Florida
$412K – – –
WPA
2733
West Paces Advisors
Georgia
$412K – – –
BZWA
2734
Blue Zone Wealth Advisors
California
$412K +$5.65K +50 +2%
WF
2735
Welch & Forbes
Massachusetts
$412K +$19.2K +170 +6%
FWTB
2736
First Western Trust Bank
Colorado
$412K +$348K +3,080 New
BMM
2737
Berkshire Money Management
Massachusetts
$411K -$22.6K -200 -6%
TWM
2738
Trueblood Wealth Management
Ohio
$411K – – –
DA
2739
Dash Acquisitions
California
$411K – – –
PIM
2740
Penobscot Investment Management
Massachusetts
$410K +$346K +3,060 New
WSCM
2741
Wellington Shields Capital Management
New York
$408K – – –
EBA
2742
Eagle Bay Advisors
New York
$406K -$7.92K -70 -2%
LOIM
2743
Liberty One Investment Management
Illinois
$406K -$135K -1,190 -28%
PWS
2744
Physician Wealth Solutions
Nevada
$406K – – –
RLIM
2745
Red Lighthouse Investment Management
New York
$406K +$1.13K +10 +0.3%
WPWM
2746
Western Pacific Wealth Management
Illinois
$406K +$113K +1,000 +49%
CWM
2747
CCG Wealth Management
California
$404K +$3.39K +30 +1%
WCM
2748
Wedge Capital Management
North Carolina
$404K +$82.5K +730 +32%
BCM
2749
Becker Capital Management
Oregon
$403K – – –
SIC
2750
SJS Investment Consulting
Ohio
$403K +$82.5K +730 +32%
108 109
110
111 112