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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
901
PDS Planning
Ohio
$311K +$2.86K +21 +1%
PWM
902
Palumbo Wealth Management
New York
$311K +$17.1K +125 +6%
TCOV
903
Trust Company of Vermont
Vermont
$308K +$294K +2,155 New
SP
904
Stonebrook Private
Michigan
$307K +$23.1K +169 +9%
LA
905
LVW Advisors
New York
$306K +$15.1K +111 +5%
AIM
906
Aigen Investment Management
New York
$303K -$1.96M -14,344 -87%
PTP
907
Platform Technology Partners
New York
$303K -$51.2K -375 -15%
FGP
908
Freestone Grove Partners
California
$302K -$16.3M -119,449 -98%
WF
909
Welch & Forbes
Massachusetts
$301K – – –
SAM
910
SP Asset Management
California
$300K – – –
VDC
911
Van Diest Capital
Iowa
$300K -$530K -3,886 -65%
KWA
912
Kingswood Wealth Advisors
California
$295K +$1.5K +11 +0.5%
TC
913
Truvestments Capital
Florida
$292K -$7.09K -52 -2%
LIA
914
LBMC Investment Advisors
Tennessee
$292K +$278K +2,038 New
VF
915
Vest Financial
Virginia
$291K -$51.8K -380 -16%
AA
916
Armis Advisers
Georgia
$290K +$45.8K +336 +21%
PWPS
917
Pinnacle Wealth Planning Services
Ohio
$289K -$20.7K -152 -7%
FFA
918
Founders Financial Alliance
North Carolina
$288K -$8.46K -62 -3%
IWA
919
Icon Wealth Advisors
Texas
$288K -$28.9K -212 -10%
FFA
920
Fi3 Financial Advisors
Indiana
$287K -$327K -2,394 -53%
GS
921
GTS Securities
Florida
$287K -$56.3K -413 -17%
FWA
922
FSM Wealth Advisors
Ohio
$286K -$178K -1,305 -40%
LIA
923
Limestone Investment Advisors
New York
$285K +$192K +1,404 +240%
RPWA
924
Regent Peak Wealth Advisors
Georgia
$284K +$270K +1,983 New
EFG
925
Everhart Financial Group
Ohio
$280K +$5.32K +39 +2%
35 36
37
38 39