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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1476
Liberty Wealth Management
California
$462K +$192K +2,412 +81%
ATPW
1477
Ashton Thomas Private Wealth
Arizona
$462K – – –
PWMG
1478
Prestige Wealth Management Group
New Jersey
$461K +$36.4K +456 +9%
CQS
1479
Credential Qtrade Securities
$460K +$270K +3,380 +171%
PA
1480
PSI Advisors
Florida
$460K -$345K -4,320 -45%
WQ
1481
Wealth Quarterback
New Jersey
$460K – – –
SEC
1482
Seven Eight Capital
New York
$455K +$423K +5,300 New
VWM
1483
Venturi Wealth Management
Texas
$454K +$137K +1,721 +48%
GVAG
1484
Great Valley Advisor Group
Delaware
$453K +$17.6K +221 +4%
AWA
1485
Arkadios Wealth Advisors
Georgia
$453K -$20.8K -261 -5%
MFW
1486
Meristem Family Wealth
Minnesota
$451K +$48.3K +605 +13%
IWS
1487
Insight Wealth Strategies
California
$451K +$54.7K +686 +15%
AIA
1488
AIMZ Investment Advisors
California
$450K – – –
DA
1489
Doliver Advisors
Texas
$447K +$2.79K +35 +0.7%
BFO
1490
Boston Family Office
Massachusetts
$447K +$17.8K +223 +4%
PP
1491
Pacifica Partners
Canada
$446K -$10.4K -130 -2%
SFG
1492
Summit Financial Group
West Virginia
$445K – – –
FL
1493
Fort LP
Maryland
$443K -$241K -3,026 -37%
HPC
1494
HM Payson & Co
Maine
$443K +$45.1K +565 +12%
FP
1495
Foundry Partners
Minnesota
$442K -$33.9K -425 -8%
DWM
1496
Dorchester Wealth Management
Quebec, Canada
$440K -$35.9K -450 -8%
PG
1497
Patten Group
Tennessee
$440K +$57.8K +725 +16%
SDAM
1498
Shulman DeMeo Asset Management
New York
$439K +$78.6K +985 +24%
ATC
1499
Adirondack Trust Company
New York
$437K – – –
NHC
1500
Nicholas Hoffman & Company
Georgia
$436K +$4.15K +52 +1%
58 59
60
61 62