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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
UID
3626
Union Investments & Development
Israel
$163K – – –
WAG
3627
Wiser Advisor Group
Arizona
$161K +$153K +619 New
GWMIA
3628
Global Wealth Management Investment Advisory
Florida
$159K -$19.5K -79 -11%
HT
3629
Headlands Technologies
Illinois
$159K -$1.11M -4,503 -88%
A
3630
AJOVista
Massachusetts
$159K +$150K +609 New
BC
3631
Barrett & Company
Rhode Island
$151K -$4.93K -20 -3%
NCM
3632
Northwest Capital Management
Oregon
$150K +$4.19K +17 +3%
PA
3633
PSI Advisors
Florida
$148K +$15K +61 +12%
NECFA
3634
New England Capital Financial Advisors
Connecticut
$146K +$246 +1 +0.2%
CPG
3635
Cornerstone Planning Group
New Jersey
$143K +$493 +2 +0.4%
TFM
3636
TFC Financial Management
Massachusetts
$142K +$246 +1 +0.2%
PWMG
3637
Private Wealth Management Group
New Jersey
$142K +$134K +544 New
CYG
3638
Clean Yield Group
Vermont
$141K – – –
IA
3639
IFS Advisors
Kansas
$137K +$2.46K +10 +2%
RS
3640
Rakuten Securities
Japan
$133K +$126K +512 New
AWM
3641
Able Wealth Management
New Jersey
$133K +$125K +509 New
MCM
3642
MidAtlantic Capital Management
Virginia
$132K +$125K +506 New
CPG
3643
Custom Portfolio Group
Colorado
$132K +$125K +506 New
BBPWM
3644
Blue Bell Private Wealth Management
Pennsylvania
$130K +$47.8K +194 +63%
MIM
3645
Meridiem Investment Management
United Kingdom
$130K +$123K +500 New
PWMA
3646
Pension & Wealth Management Advisors
Massachusetts
$130K +$108K +440 +733%
RWM
3647
Raffa Wealth Management
District of Columbia
$128K -$75.9K -308 -39%
TLA
3648
Tanglewood Legacy Advisors
Texas
$122K – – –
HWM
3649
HighMark Wealth Management
Minnesota
$121K – – –
LWA
3650
Lowe Wealth Advisors
Maryland
$119K -$2.46K -10 -2%
144 145
146
147 148