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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1026
Berbice Capital Management
New York
$13.2K +$15.3K +90 New
T
1027
Tidemark
California
$13.2K – – –
HWP
1028
Highline Wealth Partners
California
$13K +$2.38K +14 +19%
OW
1029
Olistico Wealth
Oklahoma
$13K +$13.7K +81 +1,013%
MA
1030
Montag & Associates
Georgia
$12.8K +$339 +2 +2%
SIC
1031
Salem Investment Counselors
North Carolina
$12.6K -$10.7K -63 -42%
CPG
1032
Cornerstone Planning Group
New Jersey
$12.2K +$4.07K +24 +41%
HBW
1033
Hazlett, Burt & Watson
West Virginia
$12K +$9.67K +57 +259%
OSNBOA
1034
Old Second National Bank of Aurora
Illinois
$11.7K – – –
PWMG
1035
Prestige Wealth Management Group
New Jersey
$11.4K – – –
HWM
1036
HighMark Wealth Management
Minnesota
$11K – – –
VWA
1037
VSM Wealth Advisory
Maryland
$11K +$12.7K +75 New
AIC
1038
Archer Investment Corporation
Indiana
$10.5K – – –
EWM
1039
Evermay Wealth Management
Virginia
$10.5K – – –
WCM
1040
Winthrop Capital Management
Indiana
$10K -$170 -1 -1%
BIA
1041
Bell Investment Advisors
California
$9.94K – – –
BLC
1042
Brown, Lisle/Cummings
Rhode Island
$9.94K +$11.5K +68 New
CAM
1043
Chesapeake Asset Management
New York
$9.65K -$12.7K -75 -53%
PTC
1044
Private Trust Company
Ohio
$9.5K -$170K -1,004 -94%
1NWS
1045
1 North Wealth Services
Maryland
$9.5K +$11K +65 New
BL
1046
BFSG LLC
California
$9.21K – – –
FC
1047
Fairscale Capital
New Hampshire
$9.06K +$7.81K +46 +288%
AW
1048
Avion Wealth
Texas
$9K – – –
MHR
1049
Matthew Hamilton Rosenberg
$8.92K – – –
CWA
1050
Carolina Wealth Advisors
South Carolina
$8.77K – – –
40 41
42
43 44