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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1101
Gleason Group
Kentucky
$9.5K +$12.4K +99 New
AWM
1102
Abound Wealth Management
Tennessee
$9.02K -$12.2K -97 -51%
HPC
1103
HM Payson & Co
Maine
$9.02K -$2.88K -23 -20%
CRI
1104
Commonwealth Retirement Investments
Virginia
$9.02K +$11.8K +94 New
CAL
1105
Capital Analysts LLC
Pennsylvania
$9K +$376 +3 +3%
ITIM
1106
Indiana Trust & Investment Management
Indiana
$8.93K – – –
VNA
1107
Valley National Advisers
Pennsylvania
$8.64K -$8.02K -64 -42%
MFC
1108
Mechanics Financial Corp
Ohio
$8.64K +$626 +5 +6%
PS
1109
Planning Strategies
Pennsylvania
$8.64K +$11.3K +90 New
EWM
1110
Evermay Wealth Management
Virginia
$8.64K – – –
BA
1111
Blueline Advisors
New Hampshire
$8.45K +$11K +88 New
OCM
1112
Osbon Capital Management
Massachusetts
$8.45K – – –
AMH
1113
Apollo Management Holdings
New York
$8.45K +$11K +88 New
UFPG
1114
United Financial Planning Group
New York
$8.25K +$10.8K +86 New
SWM
1115
SHP Wealth Management
Massachusetts
$8.16K +$4.01K +32 +60%
TWD
1116
True Wealth Design
Ohio
$8.06K -$2.13K -17 -17%
AA
1117
Ancora Advisors
Ohio
$7.77K -$752 -6 -7%
PP
1118
Pacifica Partners
Canada
$7.4K – – –
DIP
1119
DT Investment Partners
Pennsylvania
$7.2K – – –
AWA
1120
Acumen Wealth Advisors
Tennessee
$7.18K -$376 -3 -4%
TC
1121
Truvestments Capital
Florida
$6.72K -$75.2K -600 -90%
SFS
1122
Sunrise Financial Services
Washington
$6.72K -$125 -1 -1%
BIA
1123
Bell Investment Advisors
California
$6.33K -$6.26K -50 -43%
OC
1124
Oakworth Capital
Alabama
$6.14K – – –
TPCW
1125
TD Private Client Wealth
New York
$5.95K -$1.63K -13 -17%
43 44
45
46 47