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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1801
NEIRG Wealth Management
Massachusetts
$234K -$47.2K -532 -16%
QP
1802
Quilter Plc
United Kingdom
$234K -$13.5K -152 -5%
DJSG
1803
D.J. St. Germain
Massachusetts
$234K – – –
WFA
1804
Wade Financial Advisory
California
$234K +$241K +2,715 New
MIP
1805
Marietta Investment Partners
Wisconsin
$233K -$23.1K -260 -8%
IEFM
1806
IQ EQ Fund Management
Ireland
$232K +$239K +2,693 New
AMR
1807
Asset Management Resources
Massachusetts
$232K +$239K +2,696 New
FPCP
1808
Fort Point Capital Partners
California
$232K +$239K +2,699 New
MW
1809
MBL Wealth
North Carolina
$231K +$238K +2,679 New
FFA
1810
Fragasso Financial Advisors
Pennsylvania
$231K +$238K +2,683 New
PJSIMP
1811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K – – –
H
1812
HoyleCohen
California
$228K +$235K +2,650 New
SIG
1813
Sargent Investment Group
Maryland
$227K +$213K +2,400 New
SIMM
1814
Stillwater Investment Management (Minnesota)
Minnesota
$227K +$233K +2,633 New
HW
1815
Hancock Whitney
Mississippi
$226K -$148K -1,671 -39%
GAMC
1816
Garner Asset Management Corp
Texas
$226K -$36.4K -410 -13%
HBW
1817
Hazlett, Burt & Watson
West Virginia
$226K -$13.3K -150 -5%
OWA
1818
Opal Wealth Advisors
New York
$226K +$233K +2,623 New
SWM
1819
SFG Wealth Management
Maryland
$226K +$233K +2,625 New
ACM
1820
AlphaStar Capital Management
North Carolina
$226K +$233K +2,627 New
MCC
1821
Money Concepts Capital
Florida
$225K +$2.75K +31 +1%
HW
1822
Hamilton Wealth
California
$225K +$232K +2,611 New
KFS
1823
Kaizen Financial Strategies
California
$224K +$230K +2,599 New
DOA
1824
D'Orazio & Associates
Virginia
$224K +$231K +2,606 New
LG
1825
LaFleur & Godfrey
Michigan
$224K +$231K +2,606 New
71 72
73
74 75