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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
451
Hazlett, Burt & Watson
West Virginia
$218K +$50.7K +250 +33%
FG
452
Foster Group
Iowa
$217K +$205K +1,013 New
DCM
453
Donaldson Capital Management
Indiana
$215K +$204K +1,006 New
AWM
454
Altus Wealth Management
Kentucky
$214K +$203K +1,000 New
CWP
455
Core Wealth Partners
California
$214K +$203K +1,000 New
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$214K +$203K +1,000 New
TPW
457
Tiller Private Wealth
Pennsylvania
$214K +$203K +1,000 New
S
458
Sunpointe
Missouri
$214K +$203K +999 New
EPW
459
Evolve Private Wealth
California
$214K +$202K +998 New
AP
460
Advisors Preferred
Maryland
$213K +$198K +977 New
WWM
461
Western Wealth Management
Colorado
$212K +$201K +993 New
MFA
462
Mayflower Financial Advisors
Massachusetts
$212K +$201K +991 New
BC
463
Bayforest Capital
United Kingdom
$211K -$110K -543 -36%
CPA
464
Capital Performance Advisors
California
$210K +$199K +982 New
WJWM
465
Williams Jones Wealth Management
New York
$208K +$197K +971 New
WA
466
Wealth Alliance
New York
$207K +$196K +965 New
TCBWMS
467
Texas Capital Bank Wealth Management Services
Texas
$203K +$192K +946 New
PDL
468
Portfolio Design Labs
California
$202K +$191K +943 New
AWM
469
AE Wealth Management
Kansas
$202K +$191K +942 New
OIA
470
OneDigital Investment Advisors
Kansas
$201K -$26K -128 -12%
RWA
471
Rooted Wealth Advisors
Illinois
$201K +$169K +831 New
OC
472
Oppenheimer & Co
New York
$200K -$118K -581 -38%
ATPW
473
Ashton Thomas Private Wealth
Arizona
$200K +$190K +935 New
ISWM
474
Independent Solutions Wealth Management
New York
$200K +$190K +935 New
DT
475
DV Trading
Illinois
$193K +$183K +900 New
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