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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2726
Blue Bell Private Wealth Management
Pennsylvania
$275K -$20.1K -88 -8%
AF
2727
Apollon Financial
South Carolina
$275K +$912 +4 +0.4%
WMA
2728
Wealth Management Associates
New Jersey
$274K -$138K -607 -37%
PAMG
2729
Patton Albertson Miller Group
Tennessee
$274K – – –
NF
2730
Nikulski Financial
Iowa
$274K -$22.8K -100 -9%
OA
2731
Operose Advisors
Wisconsin
$274K – – –
HNW
2732
High Note Wealth
Minnesota
$273K +$1.37K +6 +0.6%
HP
2733
HT Partners
Connecticut
$272K +$237K +1,041 New
PHWM
2734
Pine Harbor Wealth Management
Maryland
$272K -$335K -1,468 -59%
TTWM
2735
TCV Trust & Wealth Management
Virginia
$272K +$237K +1,039 New
SCA
2736
Sandy Cove Advisors
Massachusetts
$272K +$237K +1,039 New
AWC
2737
Adamsbrown Wealth Consultants
Kansas
$272K -$18.2K -80 -7%
CPW
2738
Crestmont Private Wealth
Texas
$271K +$4.79K +21 +2%
AT
2739
American Trust
Kentucky
$271K -$6.61K -29 -3%
LWAM
2740
Legacy Wealth Asset Management
Minnesota
$271K +$2.74K +12 +1%
NCM
2741
Nelson Capital Management
California
$271K -$6.84K -30 -3%
TDC
2742
Thompson Davis & Co
Virginia
$270K +$236K +1,035 New
EWM
2743
Edge Wealth Management
New York
$270K – – –
GWSA
2744
Global Wealth Strategies & Associates
Colorado
$269K -$87.8K -385 -27%
WHC
2745
Wulff, Hansen & Co
California
$269K -$41K -180 -15%
PI
2746
Pachira Investments
California
$268K -$5.7K -25 -2%
WAL
2747
W Advisors LLC
Tennessee
$268K +$233K +1,023 New
BHA
2748
Beech Hill Advisors
New York
$267K -$20.5K -90 -8%
SPAS
2749
Spectrum Planning & Advisory Services
California
$267K – – –
WFAG
2750
Worth Financial Advisory Group
North Carolina
$267K +$233K +1,020 New
108 109
110
111 112