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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2551
Private Wealth Strategies
Ohio
$261K -$48K -240 -19%
DWM
2552
Denver Wealth Management
Colorado
$261K +$4.8K +24 +2%
DI
2553
DDFG Inc
California
$260K – – –
SCM
2554
Stonebridge Capital Management
California
$260K – – –
PPC
2555
Park Place Capital
Alabama
$258K -$23.4K -117 -11%
NFG
2556
Norris Financial Group
South Carolina
$258K -$3K -15 -1%
5SA
2557
5th Street Advisors
Connecticut
$258K +$197K +987 New
MLA
2558
My Legacy Advisors
Oregon
$258K +$186K +928 New
HNW
2559
High Note Wealth
Minnesota
$258K +$197K +984 New
MWM
2560
Marietta Wealth Management
Georgia
$257K – – –
HA
2561
Hofer & Associates
California
$257K +$197K +983 New
EL
2562
EWA LLC
Pennsylvania
$257K +$196K +981 New
IEFM
2563
IQ EQ Fund Management
Ireland
$256K +$196K +979 New
MPW
2564
MGO Private Wealth
California
$256K -$42.2K -211 -18%
TNB
2565
Thomasville National Bank
Georgia
$256K – – –
GKIM
2566
GW&K Investment Management
Massachusetts
$256K +$166K +830 +565%
CA
2567
Cornerstone Advisory
Maryland
$256K +$195K +977 New
DCM
2568
Difesa Capital Management
New York
$255K +$195K +975 New
SC
2569
Saybrook Capital
North Carolina
$255K -$50K -250 -20%
FCAG
2570
First Capital Advisors Group
New Jersey
$255K – – –
TFA
2571
Triad Financial Advisors
North Carolina
$254K +$194K +971 New
AA
2572
AlphaMark Advisors
Kentucky
$254K -$71.6K -358 -27%
FNWM
2573
Financial Network Wealth Management
Utah
$254K +$191K +955 New
BA
2574
Bridge Advisory
California
$254K – – –
TA
2575
Tectonic Advisors
Texas
$254K +$194K +969 New
101 102
103
104 105