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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1251
Mowery & Schoenfeld Wealth Management
Illinois
$17K – – –
SWP
1252
Strategic Wealth Partners
Ohio
$17K – – –
RTC
1253
Riverview Trust Company
Washington
$17K +$18.9K +5 New
SEP
1254
Signature Equity Partners
Ohio
$17K +$18.9K +5 New
CTWM
1255
Cherry Tree Wealth Management
Minnesota
$13.6K -$3.78K -1 -20%
ADL
1256
Asset Dedication LLC
California
$13.6K – – –
BIA
1257
Bell Investment Advisors
California
$13.6K – – –
CCM
1258
Chilton Capital Management
Texas
$13.6K – – –
KFA
1259
Kelleher Financial Advisors
New York
$13.6K – – –
TFM
1260
TFC Financial Management
Massachusetts
$13.6K – – –
UCB
1261
United Community Bank
South Carolina
$13.6K – – –
RF
1262
Rossby Financial
Florida
$13.6K +$7.56K +2 +100%
VNA
1263
Valley National Advisers
Pennsylvania
$12K +$3.78K +1 +33%
DIP
1264
DT Investment Partners
Pennsylvania
$10.2K – – –
FFA
1265
Frazier Financial Advisors
Ohio
$10.2K – – –
HHMI
1266
Howard Hughes Medical Institute
Maryland
$10.2K – – –
HFS
1267
Hughes Financial Services
Virginia
$10.2K – – –
IWM
1268
IMG Wealth Management
Florida
$10.2K – – –
RTL
1269
Red Tortoise LLC
Georgia
$10.2K – – –
SNB
1270
Security National Bank
Nebraska
$10.2K – – –
RWM
1271
Raffa Wealth Management
District of Columbia
$10.2K +$3.78K +1 +50%
SIC
1272
SJS Investment Consulting
Ohio
$10.2K +$3.78K +1 +50%
HWP
1273
Highline Wealth Partners
California
$10.2K +$7.56K +2 +200%
KG
1274
Kilter Group
New York
$10.2K +$7.56K +2 +200%
HDIM
1275
Hanson & Doremus Investment Management
Vermont
$7K – – –
49 50
51
52 53