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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
1076
Evelyn Partners Investment Management
$9.2K +$9.43K +70 New
CAL
1077
Capital Advisors Ltd
Ohio
$9K – – –
DJSG
1078
D.J. St. Germain
Massachusetts
$8.94K – – –
SSG
1079
Summit Securities Group
New York
$8.94K +$9.16K +68 New
DWM
1080
Dogwood Wealth Management
Kansas
$7.88K +$8.08K +60 New
MWA
1081
Medallion Wealth Advisors
Connecticut
$7.88K +$8.08K +60 New
CPG
1082
Cornerstone Planning Group
New Jersey
$7.74K +$2.69K +20 +50%
DF
1083
Dunhill Financial
United Kingdom
$7.72K – – –
FWM
1084
FSA Wealth Management
Massachusetts
$7.62K – – –
API
1085
Asset Planning Inc
California
$7.49K +$7.68K +57 New
AAG
1086
Armstrong Advisory Group
Massachusetts
$7.23K – – –
WTFG
1087
Wood Tarver Financial Group
Idaho
$7K +$7.95K +59 New
SSB
1088
Sandy Spring Bank
Maryland
$6.96K – – –
GGI
1089
Godsey & Gibb Inc
Virginia
$6.57K – – –
NA
1090
Nordwand Advisors
Pennsylvania
$6.57K – – –
WAS
1091
Winch Advisory Services
Wisconsin
$6.57K – – –
PWMG
1092
Prestige Wealth Management Group
New Jersey
$6.31K -$539 -4 -8%
FIA
1093
FPC Investment Advisory
California
$6.3K +$6.47K +48 New
ACM
1094
Anfield Capital Management
California
$6.18K +$6.33K +47 New
AF
1095
Aviso Financial
Ontario, Canada
$6.04K – – –
HWP
1096
Highline Wealth Partners
California
$6.04K – – –
CMP
1097
Coston McIsaac & Partners
Maine
$6K – – –
TFM
1098
TFC Financial Management
Massachusetts
$5.91K +$5.52K +41 +1,025%
SRCM
1099
Signature Resources Capital Management
California
$5.91K -$1.62K -12 -21%
BLC
1100
Brown, Lisle/Cummings
Rhode Island
$5.91K – – –
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