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Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2976
Tower View Wealth Management
Wisconsin
$123K -$49.9K -210 -30%
GJIA
2977
Glass Jacobson Investment Advisors
Maryland
$123K +$475 +2 +0.4%
USB
2978
Union Savings Bank
Connecticut
$123K – – –
FF
2979
Friedenthal Financial
New Jersey
$122K -$595K -2,502 -84%
PFSC
2980
Peoples Financial Services Corp
Pennsylvania
$122K – – –
PFA
2981
Pathway Financial Advisers
Indiana
$119K -$30.7K -129 -21%
CSWM
2982
Cassady Schiller Wealth Management
Ohio
$118K – – –
DEM
2983
Disciplined Equity Management
Florida
$117K – – –
PWMG
2984
Private Wealth Management Group
New Jersey
$117K +$112K +472 New
IHWM
2985
Iron Horse Wealth Management
Iowa
$117K -$4.04K -17 -3%
SC
2986
Solstein Capital
California
$114K – – –
KLWA
2987
Kelly Lawrence W & Associates
California
$112K – – –
FPFS
2988
First Personal Financial Services
North Carolina
$112K +$99.3K +418 +1,306%
CAC
2989
Core Alternative Capital
Georgia
$111K -$66.5K -280 -38%
RBC
2990
Roble Belko & Company
Pennsylvania
$111K -$475 -2 -0.4%
LFASL
2991
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$3.33K +14 +3%
RWM
2992
Raffa Wealth Management
District of Columbia
$109K – – –
CWAF
2993
Core Wealth Advisors (Florida)
Florida
$108K +$34.7K +146 +51%
VL
2994
Vima LLC
Michigan
$108K +$103K +434 New
LFA
2995
Level Financial Advisors
New York
$105K – – –
HWA
2996
Heritage Wealth Advisors
Virginia
$104K -$3.56K -15 -3%
DAL
2997
Delta Accumulation LLC
California
$103K – – –
WSC
2998
Wellington Shields & Co
New York
$103K -$3.09K -13 -3%
GPFA
2999
Game Plan Financial Advisors
Ohio
$102K +$97.4K +410 New
VWA
3000
Valued Wealth Advisors
Utah
$99.8K +$94.8K +399 New
118 119
120
121 122