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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
3026
Blue Bell Private Wealth Management
Pennsylvania
$87.7K – – –
HFS
3027
Hughes Financial Services
Virginia
$87.3K +$89.4K +940 New
CCM
3028
Chilton Capital Management
Texas
$86.7K -$88.4K -930 -50%
BC
3029
Barrett & Company
Rhode Island
$84.5K – – –
1IA
3030
1620 Investment Advisors
Massachusetts
$80.9K -$951 -10 -1%
AP
3031
Aspect Partners
Virginia
$80.2K -$27.6K -290 -25%
CWM
3032
Consultiva Wealth Management
Puerto Rico
$79.3K – – –
FPF
3033
First Pacific Financial
Washington
$78.3K -$135K -1,420 -63%
OSNBOA
3034
Old Second National Bank of Aurora
Illinois
$78.3K – – –
MFT
3035
Moisand Fitzgerald Tamayo
Florida
$76.5K – – –
ITIM
3036
Indiana Trust & Investment Management
Indiana
$76.5K – – –
IWP
3037
IAG Wealth Partners
Wisconsin
$76.5K +$1.9K +20 +3%
AFG
3038
Albion Financial Group
Utah
$74.6K +$14.3K +150 +23%
XC
3039
XY Capital
Hong Kong
$72.7K -$18.1K -190 -20%
MSWM
3040
Mowery & Schoenfeld Wealth Management
Illinois
$70.9K +$1.9K +20 +3%
RWM
3041
Rialto Wealth Management
New York
$70.9K +$5.71K +60 +9%
BHWM
3042
Beaird Harris Wealth Management
Texas
$70.9K +$14.3K +150 +25%
MWM
3043
Mascoma Wealth Management
New Hampshire
$70.9K -$14.3K -150 -16%
RAM
3044
Ramirez Asset Management
New York
$69.9K +$23.8K +250 +50%
RPA
3045
Redwood Park Advisors
California
$69K – – –
TLCM
3046
Twin Lakes Capital Management
California
$69K – – –
TCM
3047
Tradewinds Capital Management
Washington
$66.2K -$3.8K -40 -5%
SIM
3048
Synergy Investment Management
Florida
$65.3K -$2.85K -30 -4%
WSC
3049
Wellington Shields & Co
New York
$65.3K +$9.51K +100 +17%
IAS
3050
IMA Advisory Services
Colorado
$63.4K +$64.7K +680 New
120 121
122
123 124