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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2101
Drive Wealth Management
Utah
$625K +$65.5K +1,294 +12%
TIA
2102
Tiemann Investment Advisors
California
$617K -$43K -850 -7%
HBW
2103
Hazlett, Burt & Watson
West Virginia
$617K +$10.4K +205 +2%
GWS
2104
Glassman Wealth Services
Virginia
$616K -$19.4K -384 -3%
JWA
2105
JFS Wealth Advisors
Pennsylvania
$616K +$19K +375 +3%
SPP
2106
Single Point Partners
Massachusetts
$613K +$138K +2,723 +29%
BCM
2107
Bayesian Capital Management
New York
$612K -$4.51M -89,237 -88%
BC
2108
Bridgefront Capital
Texas
$610K -$630K -12,454 -51%
AAP
2109
Arax Advisory Partners
Colorado
$610K +$1.72K +34 +0.3%
DWM
2110
Darwin Wealth Management
Florida
$609K +$30.3K +599 +5%
HWA
2111
Heartwood Wealth Advisors
Virginia
$608K +$30.2K +598 +5%
EWM
2112
Evermay Wealth Management
Virginia
$608K +$67.1K +1,327 +12%
TC
2113
Titleist Capital
Texas
$605K -$122K -2,420 -17%
JPMIA
2114
J.P. Marvel Investment Advisors
Massachusetts
$605K – – –
MPW
2115
Monterey Private Wealth
California
$604K -$24.9K -492 -4%
STA
2116
Summit Trail Advisors
New York
$604K +$13.3K +263 +2%
PWM
2117
Penobscot Wealth Management
Maine
$602K -$20.2K -400 -3%
QIM
2118
Quest Investment Management
Oregon
$602K -$13.8K -273 -2%
WCF
2119
West Coast Financial
California
$601K -$103K -2,039 -15%
AC
2120
Addison Capital
Pennsylvania
$601K +$202 +4 +0%
RCA
2121
Reitz Capital Advisors
Michigan
$601K +$158K +3,120 +36%
PFBT
2122
Parkside Financial Bank & Trust
Missouri
$600K -$86.6K -1,712 -13%
TCM
2123
Tributary Capital Management
Nebraska
$599K -$17.1K -339 -3%
JWM
2124
Jupiter Wealth Management
Colorado
$599K – – –
WDG
2125
Wealth Dimensions Group
Ohio
$597K – – –
83 84
85
86 87