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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2501
National Wealth Management Group
Ohio
$257K -$233K -12,340 -42%
CWP
2502
Curated Wealth Partners
California
$257K -$82.1K -4,350 -20%
WI
2503
Wedgewood Investors
Pennsylvania
$257K – – –
MHWM
2504
Montz Harcus Wealth Management
Louisiana
$257K +$10K +530 +3%
OCPWS
2505
One Charles Private Wealth Services
Massachusetts
$257K +$21.1K +1,120 +7%
CWM
2506
Castle Wealth Management
Florida
$257K +$320K +16,940 New
AF
2507
Apexium Financial
Texas
$256K +$185K +9,780 +137%
GGS
2508
Galvin Gaustad & Stein
Arizona
$255K -$427K -22,610 -57%
BA
2509
Bluesphere Advisors
Pennsylvania
$255K -$117K -6,200 -27%
IWP
2510
Insight Wealth Partners
Texas
$255K -$13.6K -720 -4%
HWMA
2511
Heritage Wealth Management (Arizona)
Arizona
$254K -$7.17K -380 -2%
PHS
2512
Pekin Hardy Strauss
Illinois
$254K -$213K -11,300 -40%
JWA
2513
JFS Wealth Advisors
Pennsylvania
$254K +$20.8K +1,100 +7%
QCIG
2514
Quad-Cities Investment Group
Iowa
$254K +$89.5K +4,740 +40%
GI
2515
Glovista Investments
New Jersey
$253K – – –
PIA
2516
Pinion Investment Advisors
Kansas
$253K +$12.8K +680 +4%
FB
2517
First Bancorp
Maine
$253K +$81.9K +4,340 +35%
AP
2518
Arlington Partners
Alabama
$252K -$68.7K -3,640 -18%
RTS
2519
Round Table Services
New Jersey
$252K -$11.1K -590 -3%
NCM
2520
Northwest Capital Management
Oregon
$252K -$9.44K -500 -3%
LFS
2521
Legacy Financial Strategies
Kansas
$251K +$101K +5,370 +48%
SCA
2522
Spearhead Capital Advisors
Florida
$250K -$106K -5,600 -25%
GD
2523
Grandfield & Dodd
New York
$250K -$28.3K -1,500 -8%
CPSC
2524
Carl P. Sherr & Co
Massachusetts
$250K +$8.49K +450 +3%
FNT
2525
First Nebraska Trust
Nebraska
$249K – – –
99 100
101
102 103