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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2901
Accel Wealth Management
Iowa
$208K +$7.84K +33 +4%
BCG
2902
BayBridge Capital Group
California
$208K +$226K +949 New
WWM
2903
Waterway Wealth Management
Texas
$208K +$199K +836 New
SHIM
2904
Stone House Investment Management
Pennsylvania
$207K -$29.9K -126 -13%
WHCI
2905
W.H. Cornerstone Investments
Massachusetts
$207K +$475 +2 +0.2%
BRA
2906
Biechele Royce Advisors
Indiana
$207K +$198K +832 New
PGF
2907
Plan Group Financial
Oklahoma
$207K -$15.9K -67 -7%
IWA
2908
IVC Wealth Advisors
Pennsylvania
$207K +$5.94K +25 +3%
HWM
2909
Heirloom Wealth Management
Colorado
$206K – – –
PGIM
2910
Pacific Global Investment Management
California
$206K – – –
MAA
2911
Matrix Asset Advisors
New York
$206K +$713 +3 +0.4%
LJAC
2912
L.J. Altfest & Co
New York
$206K – – –
ACM
2913
Ategra Capital Management
Virginia
$205K – – –
SWM
2914
Sculati Wealth Management
Michigan
$205K -$951 -4 -0.5%
T
2915
TNF
Montana
$204K +$254K +1,069 New
WAM
2916
Weinberger Asset Management
California
$204K +$195K +821 New
IRC
2917
Investors Research Corp
Georgia
$203K +$3.56K +15 +2%
RG
2918
Retirement Group
California
$203K -$5.7K -24 -3%
SHF
2919
Stage Harbor Financial
Massachusetts
$203K +$194K +815 New
BTIM
2920
BancFirst Trust & Investment Management
Oklahoma
$202K +$189K +797 New
1SB
2921
1ST Source Bank
Indiana
$202K +$193K +811 New
SFG
2922
SevenBridge Financial Group
Pennsylvania
$200K – – –
FCC
2923
Flower City Capital
New York
$200K +$192K +806 New
YWS
2924
Yarger Wealth Strategies
Ohio
$200K +$191K +805 New
LRWA
2925
Long Run Wealth Advisors
New York
$200K +$191K +805 New
115 116
117
118 119