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Name Holding Trade Value Shares
Change 		Change in
Stake
MUMSS
4201
Mitsubishi UFJ Morgan Stanley Securities
Japan
$244K +$237K +696 New
APW
4202
Alliance Private Wealth
Massachusetts
$244K +$253K +742 New
SAS
4203
Stelac Advisory Services
New York
$244K -$27.6K -81 -10%
BWP
4204
Bernardo Wealth Planning
Pennsylvania
$243K +$4.77K +14 +2%
BPW
4205
BLVD Private Wealth
Kentucky
$243K -$6.47K -19 -3%
AAMG
4206
AMG Asset Management Group
Georgia
$243K +$236K +694 New
MWM
4207
MOR Wealth Management
Pennsylvania
$243K +$236K +694 New
STB
4208
S&T Bank
Pennsylvania
$243K -$16K -47 -6%
AFWM
4209
Arta Finance Wealth Management
California
$243K +$236K +693 New
ONST
4210
Old North State Trust
North Carolina
$243K – – –
FPGK
4211
Financial Partners Group (Kansas)
Kansas
$243K +$12.3K +36 +5%
WIP
4212
WealthCare Investment Partners
Rhode Island
$242K +$341 +1 +0.1%
NWM
4213
Northwest Wealth Management
Iowa
$242K -$55.2K -162 -19%
TCM
4214
Triumph Capital Management
Colorado
$242K +$235K +691 New
TFGT
4215
TS Financial Group (TSFG)
Illinois
$242K – – –
BWA
4216
BlueSky Wealth Advisors
North Carolina
$242K – – –
SFS
4217
Security Financial Services
Indiana
$242K +$28.3K +83 +14%
BI
4218
Breachway Investments
Rhode Island
$242K +$235K +690 New
CSW
4219
Cogent Strategic Wealth
Illinois
$241K +$252K +740 New
BWIA
4220
Bryant Woods Investment Advisors
New York
$241K – – –
CISOA
4221
Capital Investment Services of America
Wisconsin
$240K – – –
SIC
4222
SFE Investment Counsel
California
$240K +$341 +1 +0.1%
CP
4223
Creekside Partners
California
$240K – – –
FA
4224
Financial Avengers
California
$239K +$681 +2 +0.3%
RWM
4225
Reston Wealth Management
Virginia
$238K +$231K +679 New
167 168
169
170 171