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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1101
Provence Wealth Management Group
California
$233K +$232K +5,070 New
NP
1102
Nilsine Partners
Colorado
$232K +$230K +5,045 New
AC
1103
Avestar Capital
New York
$232K -$12.9K -283 -5%
BTWM
1104
Baker Tilly Wealth Management
Wisconsin
$230K -$85.4K -1,869 -27%
CH
1105
Canton Hathaway
Rhode Island
$230K +$91.4K +2,000 +67%
AWM
1106
Ameliora Wealth Management
Switzerland
$230K – – –
BDAM
1107
Blue Door Asset Management
Connecticut
$230K – – –
WCG
1108
Weaver Consulting Group
California
$227K -$186K -4,081 -45%
BBA
1109
Braun-Bostich & Associates
Pennsylvania
$227K +$225K +4,926 New
BCM
1110
BluePath Capital Management
Georgia
$226K +$225K +4,917 New
AA
1111
Ancora Advisors
Ohio
$226K +$12.6K +275 +6%
FFG
1112
Fortem Financial Group
California
$224K +$223K +4,872 New
CCA
1113
Checchi Capital Advisers
California
$222K +$2.24K +49 +1%
MSFS
1114
Main Street Financial Solutions
Pennsylvania
$222K -$42.1K -922 -16%
GL
1115
Graypoint LLC
New York
$221K +$6.85K +150 +3%
VNA
1116
Valley National Advisers
Pennsylvania
$221K +$2.69K +59 +1%
MIC
1117
Meridian Investment Counsel
California
$221K – – –
FIA
1118
Foundations Investment Advisors
Arizona
$220K -$49.9K -1,093 -19%
PIA
1119
Powell Investment Advisors
Florida
$220K +$218K +4,775 New
HNB
1120
Huntington National Bank
Ohio
$219K +$13.4K +294 +7%
RCG
1121
Regatta Capital Group
California
$219K +$217K +4,752 New
EL
1122
EMFO LLC
Florida
$218K +$208K +4,550 +2,446%
DCM
1123
Dimension Capital Management
Florida
$217K +$215K +4,707 New
MPWT
1124
MassMutual Private Wealth & Trust
Connecticut
$216K +$2.65K +58 +1%
PA
1125
PFW Advisors
Georgia
$216K – – –
43 44
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