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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2201
MBL Wealth
North Carolina
$311K -$3.34K -50 -1%
PBF
2202
Petix & Botte Financial
California
$311K – – –
JWM
2203
Jackson Wealth Management
Florida
$310K +$292K +4,370 New
PIAS
2204
PCA Investment Advisory Services
Ohio
$309K -$2.01K -30 -0.7%
WA
2205
WESPAC Advisors
California
$309K +$36.8K +550 +14%
PA
2206
PSI Advisors
Florida
$308K – – –
GSIS
2207
Global Strategic Investment Solutions
Arizona
$307K +$18.1K +270 +7%
NHT
2208
New Hampshire Trust
New Hampshire
$307K – – –
RMCM
2209
Reynders McVeigh Capital Management
Massachusetts
$307K +$13.4K +200 +5%
AWM
2210
Adams Wealth Management
Utah
$306K +$4.01K +60 +1%
CI
2211
CacheTech Inc
Utah
$306K +$4.01K +60 +1%
TWM
2212
TCFG Wealth Management
California
$306K +$289K +4,320 New
SAMT
2213
Select Asset Management & Trust
Pennsylvania
$303K -$11.4K -170 -4%
TCM
2214
Tang Capital Management
California
$303K – – –
XWM
2215
Xcel Wealth Management
Florida
$303K +$6.69K +100 +2%
KWS
2216
Keystone Wealth Services
California
$303K +$286K +4,270 New
4WM
2217
4J Wealth Management
Virginia
$302K – – –
GA
2218
Goldstein Advisors
Wisconsin
$302K +$1.34K +20 +0.5%
OAS
2219
Optivise Advisory Services
Tennessee
$302K +$53.5K +800 +23%
GJIA
2220
Glass Jacobson Investment Advisors
Maryland
$301K -$10K -150 -3%
BWA
2221
Blodgett Wealth Advisors
California
$301K +$284K +4,250 New
SFM
2222
Signet Financial Management
New Jersey
$299K -$48.8K -730 -15%
ACM
2223
Alpha Capital Management
Texas
$298K -$363K -5,430 -56%
BHWM
2224
Bar Harbor Wealth Management
New Hampshire
$298K – – –
SVCP
2225
Silicon Valley Capital Partners
California
$298K – – –
87 88
89
90 91