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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2101
Salomon & Ludwin
Virginia
$202K +$211K +2,035 New
CW
2102
Cook Wealth
North Carolina
$202K -$1.14K -11 -0.5%
DA
2103
Dover Advisors
Virginia
$201K – – –
BAM
2104
Byrne Asset Management
New Jersey
$201K – – –
PWM
2105
Prosperity Wealth Management
California
$201K +$211K +2,029 New
UWPG
2106
Ullmann Wealth Partners Group
Florida
$201K +$9.96K +96 +5%
CMBA
2107
C.M. Bidwell & Associates
Hawaii
$201K -$4.46K -43 -2%
JF
2108
JSF Financial
California
$200K -$2.08K -20 -1%
AA
2109
Advisory Alpha
Michigan
$200K -$13.6K -131 -6%
BI
2110
Bramshill Investments
Florida
$200K +$210K +2,020 New
MAM
2111
Marquette Asset Management
Minnesota
$200K – – –
LWANC
2112
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K +$1.04K +10 +0.5%
CWM
2113
Compass Wealth Management
Connecticut
$193K – – –
RFA
2114
Resurgent Financial Advisors
Georgia
$193K -$2.6K -25 -1%
CIA
2115
Cape Investment Advisory
Georgia
$189K +$10.2K +98 +5%
MTIM
2116
Marathon Trading Investment Management
Pennsylvania
$188K +$197K +1,900 New
FRA
2117
Front Row Advisors
California
$188K -$5.29K -51 -3%
OP
2118
ORG Partners
Indiana
$187K +$196K +1,888 New
SWA
2119
Sutton Wealth Advisors
Florida
$181K +$33K +318 +21%
WOC
2120
West Oak Capital
California
$181K – – –
CT
2121
Clearstead Trust
Maine
$180K +$22.4K +216 +14%
AF
2122
Advisornet Financial
Minnesota
$178K -$25.8K -249 -12%
TF
2123
TimeScale Financial
Massachusetts
$178K -$42K -405 -18%
SAI
2124
Systematic Alpha Investments
New Jersey
$176K – – –
USB
2125
Union Savings Bank
Connecticut
$174K +$177K +1,710 New
83 84
85
86 87