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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1701
Maltin Wealth Management
New Jersey
$242K +$229K +723 New
EWM
1702
Elevation Wealth Management
Minnesota
$242K +$229K +722 New
WSFS
1703
Wilmington Savings Fund Society
Delaware
$241K +$34.6K +109 +18%
RZH
1704
Relyea Zuckerberg Hanson
Connecticut
$241K +$229K +721 New
ABC
1705
Associated Banc-Corp
Wisconsin
$241K +$228K +720 New
HOWA
1706
Heritage Oak Wealth Advisors
Florida
$241K +$228K +719 New
AFA
1707
American Financial Advisors
Georgia
$241K +$228K +718 New
PRTG
1708
Post Resch Tallon Group
New York
$239K -$132K -415 -37%
IAS
1709
Investment Advisory Services
Texas
$239K +$226K +714 New
OAM
1710
Oxford Asset Management
United Kingdom
$238K +$226K +712 New
CCM
1711
Canal Capital Management
Virginia
$238K +$226K +712 New
LWMI
1712
Legacy Wealth Management (Idaho)
Idaho
$238K +$91.7K +289 +68%
NW
1713
Naviter Wealth
Arkansas
$238K +$225K +710 New
WFPG
1714
Waller Financial Planning Group
Ohio
$236K +$224K +705 New
AP
1715
Advisortrust Partners
North Carolina
$236K +$224K +705 New
WAAG
1716
Wealth Alliance Advisory Group
Kansas
$235K +$223K +703 New
WIM
1717
Wiregrass Investment Management
Georgia
$234K +$222K +700 New
QPWM
1718
Quadrant Private Wealth Management
Pennsylvania
$234K -$35.5K -112 -14%
LOWM
1719
Laurel Oak Wealth Management
New Jersey
$234K +$221K +698 New
ACG
1720
Allen Capital Group
Nebraska
$233K +$221K +697 New
GKIM
1721
GW&K Investment Management
Massachusetts
$233K -$110K -348 -33%
PFBT
1722
Parkside Financial Bank & Trust
Missouri
$233K +$37.1K +117 +20%
WA
1723
WESPAC Advisors
California
$233K +$220K +695 New
DW30
1724
Drucker Wealth 3.0
New Jersey
$232K +$220K +693 New
AL
1725
Aspiriant LLC
California
$232K +$219K +692 New
67 68
69
70 71