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Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
2101
Harold Davidson & Associates
California
$1.6M -$131K -295 -8%
DW
2102
Durante & Waters
New York
$1.6M – – –
TA
2103
TKG Advisors
Indiana
$1.6M +$47.4K +107 +3%
BWM
2104
BCS Wealth Management
Tennessee
$1.6M +$813K +1,834 +106%
CWM
2105
Collaborative Wealth Management
Florida
$1.6M +$314K +709 +25%
SW
2106
SMART Wealth
Nebraska
$1.6M +$658K +1,484 +72%
CAM
2107
Concorde Asset Management
Michigan
$1.59M -$228K -515 -13%
BWP
2108
Bernardo Wealth Planning
Pennsylvania
$1.59M -$39.5K -89 -2%
WIM
2109
Westside Investment Management
California
$1.59M +$36.3K +82 +2%
BFC
2110
Bedel Financial Consulting
Indiana
$1.59M -$31.5K -71 -2%
CMA
2111
Cedar Mountain Advisors
Oregon
$1.59M – – –
IHL
2112
Investment House LLC
California
$1.58M +$4.43K +10 +0.3%
CH
2113
Canton Hathaway
Rhode Island
$1.58M – – –
AWM
2114
Austin Wealth Management
Texas
$1.57M +$8.42K +19 +0.5%
ITFISA
2115
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.57M -$230K -519 -13%
ACM
2116
Alpha Capital Management
Texas
$1.57M +$6.65K +15 +0.4%
FWP
2117
Flatrock Wealth Partners
California
$1.57M +$1.54M +3,482 New
LWM
2118
LeConte Wealth Management
Tennessee
$1.56M +$223K +503 +17%
FVWA
2119
Foster Victor Wealth Advisors
South Carolina
$1.56M -$1.19M -2,678 -43%
RFWA
2120
RPg Family Wealth Advisory
Massachusetts
$1.56M -$56.3K -127 -4%
TCOT
2121
Trust Company of Toledo
Ohio
$1.56M +$55.9K +126 +4%
IAG
2122
Investmark Advisory Group
Connecticut
$1.56M -$75.8K -171 -5%
PTC
2123
Philadelphia Trust Company
Pennsylvania
$1.56M +$22.2K +50 +1%
STA
2124
Smith Thornton Advisors
Alabama
$1.56M +$199K +449 +15%
WPC
2125
White Pine Capital
Minnesota
$1.55M +$443 +1 +0%
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85
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