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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
4651
New England Professional Planning Group
Rhode Island
$635K +$629 +5 +0.1%
BHWM
4652
Bay Harbor Wealth Management
Maryland
$634K +$129K +1,028 +34%
TFG
4653
Taylor Financial Group
Virginia
$634K -$240K -1,905 -32%
PSB
4654
Piscataqua Savings Bank
New Hampshire
$634K +$32.7K +260 +7%
GPW
4655
Gray Private Wealth
Massachusetts
$633K +$505K +4,009 New
SLT
4656
St Louis Trust
Missouri
$632K – – –
KFGG
4657
Keystone Financial Group (Georgia)
Georgia
$632K +$179K +1,421 +63%
BAM
4658
BOCHK Asset Management
Hong Kong
$632K -$7.82M -62,150 -94%
KPF
4659
K2 Principal Fund
Ontario, Canada
$632K -$252K -2,000 -33%
EAM
4660
Eschler Asset Management
United Kingdom
$630K -$38.3K -304 -5%
FW
4661
FullCircle Wealth
Texas
$629K +$85.4K +679 +24%
EF
4662
Exeter Financial
Arizona
$621K +$168K +1,337 +52%
PWM
4663
PMG Wealth Management
Illinois
$621K +$16.9K +134 +4%
MBFW
4664
Morton Brown Family Wealth
Pennsylvania
$621K +$7.3K +58 +1%
SFC
4665
Sprinkle Financial Consultants
Colorado
$620K +$75.1K +597 +18%
BIM
4666
Barton Investment Management
Pennsylvania
$619K – – –
GWM
4667
Gitterman Wealth Management
New Jersey
$619K -$365K -2,897 -43%
SG
4668
Stanich Group
New York
$619K -$755 -6 -0.2%
NLP
4669
Next Level Private
New York
$618K +$45.3K +360 +10%
NJBEST
4670
New Jersey Better Educational Savings Trust
New Jersey
$617K -$1.26M -10,015 -72%
EFA
4671
Edge Financial Advisors
Illinois
$617K -$89.1K -708 -15%
PP
4672
PFS Partners
New Jersey
$616K -$2.52K -20 -0.5%
DF
4673
Define Financial
California
$616K -$27.7K -220 -5%
PA
4674
Prism Advisors
California
$616K +$14.1K +112 +3%
WAM
4675
Wernau Asset Management
Massachusetts
$615K -$113K -895 -19%
185 186
187
188 189