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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2301
Affiance Financial
Minnesota
$231K – – –
BMCM
2302
Bryn Mawr Capital Management
Pennsylvania
$231K – – –
TCWM
2303
Total Clarity Wealth Management
Illinois
$231K +$11.6K +46 +5%
PWW
2304
Pettyjohn Wood & White
Virginia
$231K +$240K +950 New
CCA
2305
Column Capital Advisors
Indiana
$230K – – –
PEA
2306
Pacific Edge Advisors
California
$230K – – –
NC
2307
NovaPoint Capital
Georgia
$230K +$239K +947 New
CRIG
2308
Charter Research & Investment Group
Connecticut
$229K +$11.4K +45 +5%
SWP
2309
Strategic Wealth Partners
Ohio
$228K – – –
IC
2310
Iconiq Capital
California
$228K +$237K +938 New
SCS
2311
Syquant Capital SAS
France
$228K +$237K +940 New
BCA
2312
Bay Colony Advisors
Massachusetts
$227K -$524K -2,076 -69%
BCM
2313
BTR Capital Management
California
$227K – – –
WIA
2314
World Investment Advisors
California
$227K +$17.4K +69 +8%
BAM
2315
Bruderman Asset Management
New York
$226K -$17.7K -70 -7%
NPF
2316
Norris Perne & French
Michigan
$225K -$146K -578 -38%
APW
2317
Aurora Private Wealth
New Jersey
$225K +$234K +928 New
MWA
2318
Meridian Wealth Advisors
Texas
$224K -$222K -881 -49%
QCM
2319
Quest Capital Management
Texas
$224K -$46.5K -184 -17%
GHAM
2320
Gilman Hill Asset Management
Connecticut
$222K -$2.52K -10 -1%
AT
2321
Arden Trust
Delaware
$221K -$55.6K -220 -19%
WI
2322
Wedgewood Investors
Pennsylvania
$221K – – –
SWA
2323
Sax Wealth Advisors
New Jersey
$221K +$7.32K +29 +3%
CWM
2324
Concentrum Wealth Management
California
$221K +$230K +909 New
SMA
2325
Sage Mountain Advisors
Georgia
$221K +$230K +909 New
91 92
93
94 95