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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4826
Seed Wealth Management
Illinois
$455K – – –
RF
4827
Robinswood Financial
Washington
$454K +$44.9K +357 +14%
1NWS
4828
1 North Wealth Services
Maryland
$453K -$8.31K -66 -2%
NFGCM
4829
Norman Fields Gottscho Capital Management
New York
$453K – – –
BWM
4830
BCO Wealth Management
New Mexico
$453K +$361K +2,867 New
FAP
4831
Financial Advisory Partners
Florida
$452K -$339K -2,694 -48%
DAM
4832
Diamant Asset Management
Connecticut
$451K – – –
SWM
4833
Seaside Wealth Management
California
$449K +$82.4K +655 +30%
BWA
4834
BCU Wealth Advisors
Illinois
$447K – – –
BC
4835
Bayforest Capital
United Kingdom
$443K +$353K +2,803 New
FWS
4836
FinDec Wealth Services
California
$441K -$506K -4,020 -59%
SWM
4837
Sterling Wealth Management
Illinois
$439K +$350K +2,780 New
BAWM
4838
Bennett Associates Wealth Management
Pennsylvania
$435K +$25.8K +205 +8%
CC
4839
Climber Capital
Switzerland
$435K – – –
HFBOT
4840
Home Federal Bank of Tennessee
Tennessee
$434K – – –
SPA
4841
Sentinel Pension Advisors
Massachusetts
$433K +$13.5K +107 +4%
BBNB
4842
Baker Boyer National Bank
Washington
$433K +$43K +342 +14%
FA
4843
Financial Advisors
Massachusetts
$432K – – –
HWA
4844
Hillcrest Wealth Advisors
New Jersey
$432K -$5.16K -41 -1%
EWA
4845
Elevate Wealth Advisory
Georgia
$431K -$238K -1,888 -41%
MWP
4846
MYCIO Wealth Partners
Pennsylvania
$430K – – –
GCWM
4847
Graham Capital Wealth Management
District of Columbia
$429K +$22.3K +177 +7%
DDC
4848
DF Dent & Co
Maryland
$429K +$341K +2,713 New
IPA
4849
Investment Planning Advisors
Georgia
$429K +$43K +342 +14%
CWM
4850
Core Wealth Management
Florida
$428K +$8.31K +66 +3%
192 193
194
195 196