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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2951
New World Advisors
Massachusetts
$258K +$201K +9,280 New
FWM
2952
FSA Wealth Management
Massachusetts
$257K +$201K +9,270 New
PCH
2953
PGIM Custom Harvest
New Jersey
$257K +$200K +9,250 New
SMG
2954
Smart Money Group
Texas
$257K +$200K +9,260 New
TCM
2955
TD Capital Management
Tennessee
$257K – – –
HWM
2956
Horizon Wealth Management
Illinois
$256K -$129K -5,940 -39%
AWM
2957
Aberdeen Wealth Management
Illinois
$256K +$199K +9,200 New
DPI
2958
Diversified Portfolios Inc
Michigan
$256K +$199K +9,200 New
HNWA
2959
Henrickson Nauta Wealth Advisors
Michigan
$255K +$199K +9,190 New
SIMG
2960
Stephens Investment Management Group
Texas
$255K +$17.7K +820 +10%
RB
2961
Rodgers Brothers
Pennsylvania
$255K +$199K +9,180 New
FDDB
2962
Fidelity D&D Bancorp
Pennsylvania
$255K +$61K +2,820 New
DFCM
2963
Dark Forest Capital Management
Puerto Rico
$255K +$198K +9,170 New
VBWMG
2964
Von Berge Wealth Management Group
California
$253K +$196K +9,060 New
GFP
2965
Guardian Financial Partners
California
$253K +$197K +9,120 New
PWM
2966
Paulson Wealth Management
Illinois
$253K +$197K +9,100 New
SFPG
2967
Stonebridge Financial Planning Group
Florida
$252K +$197K +9,090 New
IA
2968
IAM Advisory
Pennsylvania
$252K +$196K +9,060 New
AWM
2969
Atticus Wealth Management
Florida
$252K -$67.7K -3,130 -26%
BCM
2970
Brookmont Capital Management
Texas
$250K +$195K +9,010 New
FWA
2971
FOCUS Wealth Advisors
Texas
$250K +$195K +9,010 New
PAS
2972
Professional Advisory Services
Florida
$250K +$195K +9,000 New
DAM
2973
Deltec Asset Management
New York
$250K -$2.32M -107,200 -92%
SIAM
2974
Sterling Investment Advisors (Missouri)
Missouri
$249K +$194K +8,970 New
PD
2975
Planning Directions
Pennsylvania
$249K +$194K +8,960 New
117 118
119
120 121