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