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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
2601
Bell & Brown Wealth Advisors
California
$203K -$38K -943 -16%
EB
2602
Exchange Bank
California
$203K -$19.6K -485 -9%
OPWM
2603
Oxinas Partners Wealth Management
Indiana
$203K +$195K +4,828 New
CWM
2604
Connecticut Wealth Management
Connecticut
$202K -$67K -1,661 -26%
DCM
2605
Dimension Capital Management
Florida
$202K +$195K +4,824 New
RWA
2606
River Wealth Advisors
Pennsylvania
$202K +$194K +4,816 New
FWM
2607
Fonville Wealth Management
Virginia
$202K +$194K +4,811 New
NB
2608
Northwest Bancshares
Pennsylvania
$202K +$194K +4,810 New
ECG
2609
Edge Capital Group
Georgia
$202K -$30K -743 -13%
VCM
2610
Viewpoint Capital Management
Washington
$202K -$20.2K -502 -9%
BHWM
2611
Beaird Harris Wealth Management
Texas
$201K +$8.67K +215 +5%
SCI
2612
Stableford Capital II
Arizona
$201K +$193K +4,786 New
JGUA
2613
John G. Ullman & Associates
New York
$200K +$193K +4,774 New
A
2614
Allianz
Germany
$200K +$192K +4,770 New
NCM
2615
Narwhal Capital Management
Georgia
$200K -$169K -4,198 -47%
LFA
2616
LGT Financial Advisors
Texas
$198K +$1.25K +31 +0.7%
KFS
2617
Kelly Financial Services
Massachusetts
$198K +$14.1K +349 +8%
CA
2618
Centerpoint Advisors
Massachusetts
$197K +$484 +12 +0.3%
MTIC
2619
Missouri Trust & Investment Company
Missouri
$196K +$48.4K +1,200 +35%
TIM
2620
Tortoise Investment Management
New York
$193K +$807 +20 +0.4%
MFT
2621
Moisand Fitzgerald Tamayo
Florida
$193K – – –
CAM
2622
Chesapeake Asset Management
New York
$192K -$192K -4,760 -51%
CCA
2623
Catalyst Capital Advisors
New York
$191K – – –
FP
2624
Financial Perspectives
Minnesota
$189K -$8.43K -209 -4%
CWC
2625
Carolinas Wealth Consulting
North Carolina
$187K -$1.59M -39,330 -90%
103 104
105
106 107