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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1801
Flagship Private Wealth
Massachusetts
$30.9K +$29.9K +590 New
BC
1802
Bartlett & Co
Ohio
$30K -$129K -2,550 -82%
DOA
1803
D'Orazio & Associates
Virginia
$30K – – –
PB
1804
Pinnacle Bancorp
Nebraska
$30K +$5.07K +100 +22%
LGWM
1805
Litman Gregory Wealth Management
California
$30K +$27.9K +550 New
BCWM
1806
Bartlett & Co Wealth Management
Ohio
$29.7K -$129K -2,550 -82%
FCM
1807
Firestone Capital Management
Florida
$28K – – –
KCM
1808
Kathmere Capital Management
Pennsylvania
$28K +$5.07K +100 +24%
TCWA
1809
Ten Capital Wealth Advisors
Washington
$28K +$26.4K +520 New
WOC
1810
West Oak Capital
California
$27K – – –
AA
1811
Addison Advisors
Vermont
$27K +$25.3K +500 New
SWP
1812
ShoreHaven Wealth Partners
New Jersey
$27K +$25.3K +500 New
VBCG
1813
Valley Brook Capital Group
Pennsylvania
$27K +$25.3K +500 New
SIM
1814
Seaview Investment Managers
Florida
$26K -$3.8M -74,930 -99%
SC
1815
Sawyer & Company
Massachusetts
$26K – – –
PS
1816
Planned Solutions
California
$25K – – –
NIM
1817
NuWave Investment Management
New Jersey
$25K +$18.8K +370 +411%
AWM
1818
Avior Wealth Management
Nebraska
$24K +$4.56K +90 +25%
KC
1819
Kinloch Capital
Virginia
$23K +$21.8K +430 New
BWM
1820
Baystate Wealth Management
Massachusetts
$21K – – –
LWANC
1821
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
NOI
1822
Newton One Investments
Delaware
$21K +$19.3K +380 New
PK
1823
Pflug Koory
Nebraska
$20K – – –
ABC
1824
Associated Banc-Corp
Wisconsin
$20K +$18.8K +370 New
TFM
1825
TFC Financial Management
Massachusetts
$19K – – –
71 72
73
74 75