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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1901
Tradition Wealth Management
Minnesota
$286K +$65.5K +629 +30%
BDFN
1902
Bond & Devick Financial Network
Minnesota
$286K +$13.2K +127 +5%
CPRC
1903
Consolidated Portfolio Review Corp
New York
$285K +$285K +2,739 New
RFN
1904
Redwood Financial Network
Ohio
$285K +$5.62K +54 +2%
ALAM
1905
Asahi Life Asset Management
Japan
$284K -$324K -3,110 -53%
PIM
1906
Penobscot Investment Management
Massachusetts
$284K -$10.4K -100 -4%
THWM
1907
Taylor Hoffman Wealth Management
Virginia
$284K – – –
HNWAG
1908
High Net Worth Advisory Group
Florida
$284K – – –
BHC
1909
Bowen Hanes & Co
Florida
$283K +$283K +2,721 New
BI
1910
Ballast Inc
Kentucky
$283K -$44.3K -426 -14%
CMA
1911
Cedar Mountain Advisors
Oregon
$283K +$6.35K +61 +2%
BWP
1912
Balboa Wealth Partners
Arizona
$282K -$61.2K -588 -18%
ESB
1913
Essex Savings Bank
Connecticut
$282K +$1.35K +13 +0.5%
PWMG
1914
Prestige Wealth Management Group
New Jersey
$282K -$432K -4,151 -61%
OHWP
1915
Oak Harbor Wealth Partners
North Carolina
$281K +$281K +2,701 New
CCM
1916
Carlson Capital Management
Minnesota
$281K +$208 +2 +0.1%
PCMC
1917
Private Capital Management (Colorado)
Colorado
$281K +$21.8K +209 +8%
LCM
1918
Lewis Capital Management
California
$280K – – –
CCA
1919
Cora Capital Advisors
New Jersey
$280K -$15.8K -152 -5%
SCA
1920
Stuart Chaussee & Associates
California
$280K – – –
WSC
1921
Wellington Shields & Co
New York
$278K +$146K +1,400 +111%
AWAG
1922
ARS Wealth Advisors Group
Florida
$277K +$277K +2,663 New
LAM
1923
L2 Asset Management
Massachusetts
$277K +$11.9K +114 +4%
FAT
1924
First American Trust
California
$277K +$1.04K +10 +0.4%
LCM
1925
Liberty Capital Management
Michigan
$277K – – –
75 76
77
78 79