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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2051
Pacific Center for Financial Services
California
$24K – – –
ETI
2052
Enterprise Trust & Investment
California
$24K +$1.46K +19 +6%
BBPWM
2053
Blue Bell Private Wealth Management
Pennsylvania
$23K -$20.7K -269 -47%
AWM
2054
Avondale Wealth Management
Texas
$23K -$3.84K -50 -14%
LB
2055
Legacy Bridge
Iowa
$23K – – –
MWA
2056
Moser Wealth Advisors
Washington
$23K – – –
ZC
2057
Zeit Capital
Colorado
$23K – – –
TSW
2058
Thompson Siegel & Walmsley
Virginia
$22K -$2.3K -30 -9%
AI
2059
AdvisorShares Investments
Maryland
$21K -$3.07K -40 -12%
FWM
2060
Focused Wealth Management
New York
$21K +$154 +2 +0.7%
SFG
2061
Steward Financial Group
Texas
$21K +$4.07K +53 +24%
KFS
2062
Kelly Financial Services
Massachusetts
$20.9K -$1.54K -20 -7%
BC
2063
Burleson & Co
California
$20K -$1.23K -16 -6%
APW
2064
Acima Private Wealth
Virginia
$19.9K – – –
RWM
2065
Raffa Wealth Management
District of Columbia
$19.1K -$19.2K -250 -50%
CWA
2066
Carolina Wealth Advisors
South Carolina
$19K – – –
CCA
2067
Column Capital Advisors
Indiana
$19K – – –
GAG
2068
Goodman Advisory Group
Massachusetts
$19K +$19.2K +250 New
EL
2069
EMFO LLC
Florida
$18K – – –
JGIA
2070
Jackson Grant Investment Advisers
Connecticut
$18K +$4.61K +60 +33%
FSWA
2071
Financial Synergies Wealth Advisors
Texas
$17.3K +$17.4K +226 New
CP
2072
Castleview Partners
Texas
$16.1K -$95.8K -1,248 -62%
DRS
2073
Deane Retirement Strategies
Louisiana
$16K – – –
GWMIA
2074
Global Wealth Management Investment Advisory
Florida
$16K – – –
KC
2075
Kenfarb & Co
Kentucky
$16K – – –
81 82
83
84 85