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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2051
Western Pacific Wealth Management
Illinois
$163K – – –
OP
2052
ORG Partners
Indiana
$163K +$16K +85 +12%
PSFG
2053
Park Square Financial Group
Georgia
$158K -$2.83K -15 -2%
GIA
2054
GHP Investment Advisors
Colorado
$158K – – –
ECM
2055
EMC Capital Management
Texas
$154K – – –
NEWAS
2056
N.E.W. Advisory Services
Wisconsin
$152K -$36.8K -195 -21%
MLA
2057
MB, Levis & Associates
Pennsylvania
$149K – – –
AWM
2058
Ameliora Wealth Management
Switzerland
$146K -$20.8K -110 -13%
SSG
2059
Summit Securities Group
New York
$143K +$131K +695 New
MWA
2060
Medallion Wealth Advisors
Connecticut
$132K – – –
JWM
2061
Jupiter Wealth Management
Colorado
$129K +$141K +750 New
BHWM
2062
Bay Harbor Wealth Management
Maryland
$129K +$26.4K +140 +29%
HAI
2063
Hennessy Advisors Inc
California
$129K +$118K +625 New
CCG
2064
Ceeto Capital Group
Florida
$126K +$66K +350 +132%
PWMA
2065
Pension & Wealth Management Advisors
Massachusetts
$121K +$19.8K +105 +22%
BWM
2066
Bernard Wealth Management
Michigan
$118K – – –
FLFS
2067
Family Legacy Financial Solutions
North Carolina
$116K +$107K +565 New
SC
2068
Solstein Capital
California
$115K +$39.6K +210 +60%
SAM
2069
S.A. Mason
Michigan
$114K +$105K +555 New
OIAM
2070
OFI Invest Asset Management
France
$112K -$3.52M -18,680 -97%
MAM
2071
Meeder Asset Management
Ohio
$111K -$11.3K -60 -10%
AT
2072
Arlington Trust
Alabama
$109K +$2.83K +15 +3%
GC
2073
Garde Capital
Washington
$108K -$14.2K -75 -13%
ABWM
2074
Alpine Bank Wealth Management
Colorado
$107K -$42.4K -225 -30%
VWM
2075
Vermillion Wealth Management
Minnesota
$106K – – –
81 82
83
84 85