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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2251
Highline Wealth Partners
California
$122K +$125K +548 +856%
ATC
2252
Adirondack Trust Company
New York
$115K – – –
PWMA
2253
Pension & Wealth Management Advisors
Massachusetts
$115K – – –
PFGWM
2254
Price Financial Group Wealth Management
Oregon
$114K +$115K +507 New
MFC
2255
Mechanics Financial Corp
Ohio
$113K -$1.14K -5 -0.9%
EPIMS
2256
Evelyn Partners Investment Management Services
$112K +$15.9K +70 +14%
OCM
2257
Osbon Capital Management
Massachusetts
$110K +$125K +550 +55,000%
RG
2258
RHL Group
Michigan
$109K +$11.4K +50 +10%
WAU
2259
Wellington-Altus USA
Manitoba, Canada
$108K – – –
RIAS
2260
Rachor Investment Advisory Services
Michigan
$107K – – –
SA
2261
Seneschal Advisors
Washington
$106K – – –
DF
2262
Dunhill Financial
United Kingdom
$106K +$68.3K +300 +40%
TPWA
2263
Twin Peaks Wealth Advisors
California
$104K +$119K +523 New
NWM
2264
Nova Wealth Management
Florida
$100K +$23.7K +104 +26%
WAS
2265
Winch Advisory Services
Wisconsin
$100K – – –
TFA
2266
Transamerica Financial Advisors
Florida
$100K +$25.5K +112 +29%
NL
2267
NorthAvenue LLC
Ohio
$100K – – –
MCI
2268
MRP Capital Investments
Georgia
$99.5K – – –
DWA
2269
Dougherty Wealth Advisers
Minnesota
$99.3K – – –
RF
2270
Rossby Financial
Florida
$95.4K +$29.4K +129 +39%
PCFFS
2271
Pacific Center for Financial Services
California
$94.3K – – –
SA
2272
SRH Advisors
Kansas
$92.2K – – –
JFA
2273
JNBA Financial Advisors
Minnesota
$91.7K -$911 -4 -0.9%
BC
2274
Barrett & Company
Rhode Island
$91.6K +$34.2K +150 +48%
PP
2275
PFS Partners
New Jersey
$91.4K – – –
89 90
91
92 93