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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2101
West Michigan Advisors
Michigan
$258K +$405 +18 +0.2%
SFG
2102
SevenBridge Financial Group
Pennsylvania
$258K -$19.1K -849 -8%
HWAM
2103
Hennion & Walsh Asset Management
New Jersey
$258K +$255K +11,310 New
BIG
2104
Builder Investment Group
Georgia
$257K – – –
CWM
2105
Collaborative Wealth Management
Florida
$257K -$3.44K -153 -1%
BOH
2106
Bank of Hawaii
Hawaii
$257K +$22.2K +985 +10%
TCBWMS
2107
Texas Capital Bank Wealth Management Services
Texas
$256K +$2.52K +112 +1%
AWM
2108
Affinity Wealth Management
Delaware
$256K +$1.78K +79 +0.7%
EGA
2109
E&G Advisors
Texas
$256K +$2.27K +101 +0.9%
HNB
2110
Hilltop National Bank
Wyoming
$255K -$51.7K -2,298 -17%
AI
2111
Accredited Investors
Minnesota
$255K -$540 -24 -0.2%
SSWM
2112
Strait & Sound Wealth Management
California
$255K +$4.64K +206 +2%
CFG
2113
Clayton Financial Group
Missouri
$255K -$3.6K -160 -1%
SC
2114
Swan Capital
Florida
$255K -$11.8K -525 -4%
SPG
2115
Strategic Planning Group
Utah
$254K +$810 +36 +0.3%
HL
2116
HeadInvest LLC
Maine
$254K -$2.25K -100 -0.9%
BC
2117
Barrett & Company
Rhode Island
$253K +$1.98K +88 +0.8%
PP
2118
Pacifica Partners
Canada
$253K – – –
SFGP
2119
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$253K +$250K +11,123 New
NFC
2120
Northeast Financial Consultants
Connecticut
$253K +$18K +800 +8%
BWM
2121
Biltmore Wealth Management
Arizona
$253K -$203 -9 -0.1%
SWMG
2122
Stillwater Wealth Management Group
Florida
$252K +$249K +11,083 New
KWMG
2123
King Wealth Management Group
Florida
$252K -$140K -6,222 -36%
FAM
2124
Frontier Asset Management
Wyoming
$252K +$249K +11,067 New
TLFA
2125
True Link Financial Advisors
California
$252K +$249K +11,059 New
83 84
85
86 87