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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1151
Private Capital Group
Connecticut
$271K +$46.8K +1,350 +22%
WA
1152
WealthTrust Axiom
Pennsylvania
$270K -$5.2K -150 -2%
CDH
1153
Charles D. Hyman
$269K – – –
BAAM
1154
Baker Avenue Asset Management
California
$269K +$262K +7,570 New
DWM
1155
Doyle Wealth Management
Florida
$268K +$130K +3,750 +102%
CBOA
1156
Commonwealth Bank of Australia
Australia
$267K – – –
GIM
1157
Guild Investment Management
California
$267K – – –
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$267K +$260K +7,490 New
WIA
1159
Wealthstreet Investment Advisors
Texas
$266K – – –
CCA
1160
Clearwater Capital Advisors
Illinois
$266K +$258K +7,450 New
SLF
1161
Sun Life Financial
Ontario, Canada
$265K -$158K -4,550 -38%
WAP
1162
Wealthcare Advisory Partners
Pennsylvania
$265K +$1.39K +40 +0.5%
VBFG
1163
Vishria Bird Financial Group
Tennessee
$265K +$258K +7,430 New
CAM
1164
Columbia Asset Management
Michigan
$263K +$87.7K +2,530 +52%
GLAM
1165
Gardner Lewis Asset Management
Pennsylvania
$261K +$253K +7,310 New
CT
1166
Clearstead Trust
Maine
$260K – – –
IWP
1167
Icon Wealth Partners
Texas
$260K +$53.7K +1,550 +27%
IRC
1168
Investors Research Corp
Georgia
$260K +$252K +7,280 New
BBA
1169
BLB&B Advisors
Pennsylvania
$259K +$251K +7,250 New
AWM
1170
Alterna Wealth Management
Texas
$258K -$7.24M -208,790 -97%
SAM
1171
Silvercrest Asset Management
New York
$258K +$251K +7,240 New
QPWM
1172
Quadrant Private Wealth Management
Pennsylvania
$256K +$249K +7,190 New
HFM
1173
Hartford Financial Management
Connecticut
$255K -$17.3K -500 -7%
NFG
1174
Noven Financial Group
Colorado
$255K +$248K +7,150 New
TWM
1175
Titus Wealth Management
California
$252K +$245K +7,060 New
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