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Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1301
Indiana Trust & Investment Management
Indiana
$12.3K – – –
RMP
1302
Richards, Merrill & Peterson
Washington
$12K +$1.84K +16 +21%
PP
1303
Pacifica Partners
Canada
$12K +$3.81K +33 +55%
NMG
1304
New Millennium Group
Utah
$11.9K -$1.61K -14 -13%
RF
1305
Rossby Financial
Florida
$11.7K +$11.2K +97 New
T
1306
Transce3nd
Texas
$11.4K – – –
TFM
1307
TFC Financial Management
Massachusetts
$11.4K +$8.76K +76 +760%
MFC
1308
Mechanics Financial Corp
Ohio
$11.2K – – –
VIS
1309
Vega Investment Solutions
France
$11K – – –
CWM
1310
Copia Wealth Management
Oregon
$10.7K +$8.76K +76 +1,520%
AWM
1311
Ameliora Wealth Management
Switzerland
$9.92K – – –
CWM
1312
CarsonAllaria Wealth Management
Illinois
$9.92K – – –
ICM
1313
Islay Capital Management
Texas
$9.92K – – –
PPA
1314
Painted Porch Advisors
California
$9.39K – – –
GI
1315
GS Investments
Minnesota
$9.26K – – –
GJIA
1316
Glass Jacobson Investment Advisors
Maryland
$9.24K – – –
HNW
1317
High Note Wealth
Minnesota
$8.6K -$3.11K -27 -29%
CTC
1318
Central Trust Company
Missouri
$8.53K +$4.04K +35 +117%
OC
1319
Oakworth Capital
Alabama
$8.46K – – –
SC
1320
Swan Capital
Florida
$8.07K -$3.81K -33 -35%
ACA
1321
American Capital Advisory
Idaho
$7.93K – – –
CTWM
1322
Cherry Tree Wealth Management
Minnesota
$7.93K +$5.76K +50 +500%
CWM
1323
Compass Wealth Management
Connecticut
$7.93K +$6.92K +60 New
SFGP
1324
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.67K – – –
NB
1325
NBT Bank
New York
$7.14K +$6.23K +54 New
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