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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1901
Baystate Wealth Management
Massachusetts
$199K +$845 +11 +0.4%
CWM
1902
Cedar Wealth Management
California
$195K – – –
SGA
1903
Seaport Global Advisors
Massachusetts
$191K -$84.3K -1,098 -31%
ACM
1904
AUA Capital Management
Pennsylvania
$188K – – –
WPWM
1905
Western Pacific Wealth Management
Illinois
$188K +$307 +4 +0.2%
SWM
1906
Sugarloaf Wealth Management
Georgia
$188K +$4.68K +61 +3%
HWMA
1907
Heritage Wealth Management (Arizona)
Arizona
$187K -$4.3K -56 -2%
WWM
1908
Wolff Wiese Magana
California
$186K +$922 +12 +0.5%
TFS
1909
TrustCore Financial Services
Tennessee
$181K +$6.3K +82 +4%
GLLW
1910
Graves Light Lenhart Wealth
Virginia
$175K – – –
PCG
1911
Private Capital Group
Connecticut
$174K -$1.27M -16,537 -88%
TF
1912
TimeScale Financial
Massachusetts
$169K -$24.7K -321 -13%
PWMG
1913
Prestige Wealth Management Group
New Jersey
$168K -$14.7K -191 -8%
CFG
1914
CKW Financial Group
Hawaii
$165K – – –
PA
1915
PSI Advisors
Florida
$156K -$9.52K -124 -6%
MAM
1916
Marquette Asset Management
Minnesota
$155K – – –
DAL
1917
Delta Accumulation LLC
California
$153K +$922 +12 +0.6%
WB
1918
Webster Bank
Connecticut
$151K – – –
LWANC
1919
Laurel Wealth Advisors (North Carolina)
North Carolina
$149K -$2.84K -37 -2%
FRA
1920
Front Row Advisors
California
$149K – – –
AIM
1921
ARK Investment Management
Florida
$148K -$6.83K -89 -5%
EWA
1922
EverSource Wealth Advisors
Alabama
$147K -$72.5K -944 -33%
IHWM
1923
Iron Horse Wealth Management
Iowa
$144K -$11.9K -155 -8%
CFD
1924
Creative Financial Designs
Indiana
$143K +$4.61K +60 +3%
UCB
1925
United Community Bank
South Carolina
$140K +$9.22K +120 +7%
75 76
77
78 79