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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1801
FSA Wealth Management
Massachusetts
$32K +$30.4K +600 New
FPW
1802
Flagship Private Wealth
Massachusetts
$30.9K +$29.9K +590 New
BC
1803
Bartlett & Co
Ohio
$30K -$129K -2,550 -82%
DOA
1804
D'Orazio & Associates
Virginia
$30K – – –
PB
1805
Pinnacle Bancorp
Nebraska
$30K +$5.07K +100 +22%
LGWM
1806
Litman Gregory Wealth Management
California
$30K +$27.9K +550 New
BCWM
1807
Bartlett & Co Wealth Management
Ohio
$29.7K -$129K -2,550 -82%
FCM
1808
Firestone Capital Management
Florida
$28K – – –
KCM
1809
Kathmere Capital Management
Pennsylvania
$28K +$5.07K +100 +24%
TCWA
1810
Ten Capital Wealth Advisors
Washington
$28K +$26.4K +520 New
WOC
1811
West Oak Capital
California
$27K – – –
AA
1812
Addison Advisors
Vermont
$27K +$25.3K +500 New
SWP
1813
ShoreHaven Wealth Partners
New Jersey
$27K +$25.3K +500 New
VBCG
1814
Valley Brook Capital Group
Pennsylvania
$27K +$25.3K +500 New
SIM
1815
Seaview Investment Managers
Florida
$26K -$3.8M -74,930 -99%
SC
1816
Sawyer & Company
Massachusetts
$26K – – –
PS
1817
Planned Solutions
California
$25K – – –
NIM
1818
NuWave Investment Management
New Jersey
$25K +$18.8K +370 +411%
AWM
1819
Avior Wealth Management
Nebraska
$24K +$4.56K +90 +25%
KC
1820
Kinloch Capital
Virginia
$23K +$21.8K +430 New
BWM
1821
Baystate Wealth Management
Massachusetts
$21K – – –
LWANC
1822
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
NOI
1823
Newton One Investments
Delaware
$21K +$19.3K +380 New
PK
1824
Pflug Koory
Nebraska
$20K – – –
ABC
1825
Associated Banc-Corp
Wisconsin
$20K +$18.8K +370 New
71 72
73
74 75