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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2826
GeoWealth Management
Illinois
$70K -$26K -130 -33%
PGAM
2827
Princeton Global Asset Management
New Jersey
$69.9K – – –
AP
2828
Arlington Partners
Alabama
$69.4K -$52.2K -261 -50%
RF
2829
Robinswood Financial
Washington
$68.3K +$52.2K +261 New
CWAF
2830
Core Wealth Advisors (Florida)
Florida
$66.2K +$50.6K +253 New
SWM
2831
Sanctuary Wealth Management
Idaho
$64.9K +$49.6K +248 New
PP
2832
Pacifica Partners
Canada
$63.6K -$5K -25 -10%
DI
2833
Disciplined Investments
Oklahoma
$63.3K -$150K -748 -76%
BC
2834
Belmont Capital
California
$62.6K -$62.2K -311 -57%
FWA
2835
FSC Wealth Advisors
New York
$61.5K – – –
MCA
2836
Maryland Capital Advisors
Maryland
$59.3K – – –
CAM
2837
Chesapeake Asset Management
New York
$58.9K – – –
AWM
2838
AllSquare Wealth Management
New York
$57.9K – – –
CIR
2839
Clear Investment Research
Georgia
$57.3K +$9.4K +47 +27%
APC
2840
Aspire Private Capital
North Carolina
$54.2K – – –
POIA
2841
Pin Oak Investment Advisors
Texas
$54K +$24K +120 +141%
NC
2842
NewSquare Capital
Pennsylvania
$52.6K +$600 +3 +2%
SIM
2843
Studio Investment Management
Illinois
$51K – – –
EAM
2844
Erste Asset Management
Austria
$49.7K – – –
AIM
2845
Arcadia Investment Management
Michigan
$47.1K – – –
TAIM
2846
TD Ameritrade Investment Management
Nebraska
$45K +$4.6K +23 +16%
CSC
2847
Caldwell Sutter Capital
California
$44.8K +$15K +75 +78%
FPB
2848
First PREMIER Bank
South Dakota
$44K – – –
CAM
2849
Costello Asset Management
Pennsylvania
$44K – – –
CT
2850
Clearstead Trust
Maine
$43.2K – – –
112 113
114
115 116