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Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1876
Wellington Shields & Co
New York
$135K +$71.8K +996 +117%
HWM
1877
HighMark Wealth Management
Minnesota
$134K +$5.84K +81 +5%
CAC
1878
Core Alternative Capital
Georgia
$132K – – –
FIA
1879
FNY Investment Advisers
New York
$131K -$309K -4,295 -70%
QL
1880
Quarry LP
New York
$129K +$64.5K +895 +102%
SWA
1881
SOA Wealth Advisors
New York
$129K -$17.1K -238 -12%
1IA
1882
1620 Investment Advisors
Massachusetts
$129K +$115K +1,600 +976%
FFA
1883
Frazier Financial Advisors
Ohio
$127K – – –
CFP
1884
Comprehensive Financial Planning
Pennsylvania
$126K +$18K +250 +17%
CSB
1885
City State Bank
Iowa
$125K +$120K +1,665 +3,330%
GKIM
1886
GW&K Investment Management
Massachusetts
$120K +$21.5K +298 +22%
RA
1887
Rise Advisors
New York
$119K +$14.8K +206 +14%
MWA
1888
Medallion Wealth Advisors
Connecticut
$118K +$29K +403 +33%
CWM
1889
Crowley Wealth Management
Delaware
$114K – – –
FIM
1890
FWL Investment Management
Texas
$113K +$11.5K +159 +11%
CWM
1891
Centricity Wealth Management
Ohio
$110K – – –
PWA
1892
Provenance Wealth Advisors
Florida
$110K – – –
IAS
1893
IMA Advisory Services
Colorado
$110K +$108K +1,503 New
F1I
1894
Fund 1 Investments
Puerto Rico
$109K +$108K +1,500 New
PWM
1895
Proathlete Wealth Management
Florida
$109K +$108K +1,500 New
SOAMC
1896
Spirit of America Management Corp
New York
$109K +$108K +1,500 New
SIM
1897
Synergy Investment Management
Florida
$105K – – –
ST
1898
Smithfield Trust
Pennsylvania
$102K +$11.7K +162 +13%
ABWM
1899
Alpine Bank Wealth Management
Colorado
$101K +$99.6K +1,382 New
HPC
1900
HM Payson & Co
Maine
$98.1K +$3.1K +43 +3%
74 75
76
77 78