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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
526
Avalon Trust
New Mexico
$30K – – –
GFPC
527
Global Financial Private Client
Florida
$30K +$28.2K +300 New
AWM
528
AllSquare Wealth Management
New York
$27.3K – – –
NSIM
529
North Star Investment Management
Illinois
$27K – – –
FP
530
Financial Perspectives
Minnesota
$26.4K – – –
AIM
531
Anchor Investment Management
South Carolina
$25K – – –
BWP
532
Baldwin Wealth Partners
Massachusetts
$25K – – –
SR
533
Syntax Research
Florida
$25K – – –
GBT
534
Grove Bank & Trust
Florida
$24.9K +$6.11K +65 +35%
PFSC
535
Peoples Financial Services Corp
Pennsylvania
$23.9K -$564 -6 -2%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$23.5K -$28K -298 -56%
CWP
537
Concord Wealth Partners
Virginia
$23.4K +$3.2K +34 +17%
TF
538
Tompkins Financial
New York
$22K – – –
OAJ
539
Ogorek Anthony Joseph
New York
$22K – – –
HPC
540
HM Payson & Co
Maine
$20.8K +$19.6K +208 New
ADL
541
Asset Dedication LLC
California
$20.6K +$18.9K +201 +4,020%
RWA
542
Redmont Wealth Advisors
Illinois
$20.5K – – –
PA
543
PSI Advisors
Florida
$20K – – –
CA
544
CoreCap Advisors
Michigan
$19.3K -$7.05K -75 -28%
CTA
545
Colonial Trust Advisors
South Carolina
$19.1K – – –
HBW
546
Hazlett, Burt & Watson
West Virginia
$18K – – –
VNA
547
Valley National Advisers
Pennsylvania
$17K – – –
FPF
548
First Pacific Financial
Washington
$16.9K – – –
RA
549
Rise Advisors
New York
$16.8K – – –
AA
550
Addison Advisors
Vermont
$16.8K – – –
20 21
22
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