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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1951
Montis Financial
Massachusetts
$234K +$6.95K +50 +3%
PPW
1952
Pasadena Private Wealth
California
$233K -$139 -1 -0.1%
IAA
1953
Ironsides Asset Advisors
North Carolina
$233K – – –
AIA
1954
Arbor Investment Advisors
North Carolina
$233K +$243K +1,751 New
XSC
1955
X-Square Capital
Puerto Rico
$231K +$242K +1,740 New
TF
1956
TRH Financial
Iowa
$229K – – –
ZIC
1957
ZWJ Investment Counsel
Georgia
$228K -$163K -1,174 -41%
WAM
1958
WNY Asset Management
New York
$228K -$12.1K -87 -5%
AFP
1959
Ausdal Financial Partners
Iowa
$228K -$3.89K -28 -2%
PA
1960
Procyon Advisors
Connecticut
$228K -$2.92K -21 -1%
VC
1961
Vicus Capital
Pennsylvania
$227K -$139 -1 -0.1%
PFWA
1962
Paces Ferry Wealth Advisors
Georgia
$227K +$139 +1 +0.1%
BWP
1963
Baldwin Wealth Partners
Massachusetts
$227K +$19.7K +142 +9%
1IA
1964
1834 Investment Advisors
Wisconsin
$226K -$50.3K -362 -18%
QTM
1965
qPULA Trading Management
New York
$226K +$236K +1,700 New
PFA
1966
Plotkin Financial Advisors
Maryland
$226K +$16.7K +120 +8%
WB
1967
Webster Bank
Connecticut
$225K -$13.9K -100 -6%
FWM
1968
Focused Wealth Management
New York
$225K +$105K +754 +81%
CWM
1969
Cabot Wealth Management
Massachusetts
$225K +$235K +1,690 New
OWA
1970
Octavia Wealth Advisors
Ohio
$224K -$3.2K -23 -1%
SWRP
1971
Summit Wealth & Retirement Planning
California
$224K -$2.78K -20 -1%
BCA
1972
Bay Colony Advisors
Massachusetts
$224K +$16K +115 +7%
AWA
1973
Aaron Wealth Advisors
Illinois
$223K -$6.53K -47 -3%
NB
1974
Northwest Bancshares
Pennsylvania
$223K – – –
SP
1975
Successful Portfolios
Florida
$222K – – –
77 78
79
80 81