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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1076
Hoover Financial Advisors
Pennsylvania
$64K -$14.2K -88 -19%
TF
1077
Tompkins Financial
New York
$64K -$4.35K -27 -6%
KPCM
1078
Kings Point Capital Management
New York
$63K -$4.83K -30 -7%
HWA
1079
HHM Wealth Advisors
Tennessee
$63K – – –
CB
1080
CNB Bank
Pennsylvania
$60K – – –
PWA
1081
Phoenix Wealth Advisors
North Carolina
$60K +$21.1K +131 +54%
TC
1082
Trust Company
Kansas
$59K – – –
FRA
1083
Front Row Advisors
California
$57K -$4.03K -25 -7%
MSFP
1084
Mark Sheptoff Financial Planning
Connecticut
$57K – – –
LWP
1085
Lumature Wealth Partners
Georgia
$56K +$57.4K +356 New
SCA
1086
Stonebridge Capital Advisors
Minnesota
$55K +$56.4K +350 New
CFA
1087
Carroll Financial Associates
North Carolina
$54K +$806 +5 +1%
AA
1088
Ancora Advisors
Ohio
$53K -$1.29K -8 -2%
LTI
1089
Laffer Tengler Investments
Tennessee
$52.9K – – –
CCC
1090
Crescent Capital Consulting
Louisiana
$52K +$50.3K +312 +3,120%
AFS
1091
Annapolis Financial Services
Maryland
$50K – – –
ADIM
1092
Alpha DNA Investment Management
Maryland
$49K – – –
TIM
1093
Tortoise Investment Management
New York
$48K – – –
SWA
1094
SOA Wealth Advisors
New York
$46K -$48.5K -301 -50%
FMII
1095
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
ONST
1096
Old North State Trust
North Carolina
$45K – – –
GCM
1097
Gables Capital Management
Florida
$43K – – –
TFIPS
1098
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.7K – – –
BDWM
1099
Brewin Dolphin Wealth Management
Ireland
$42.2K – – –
SGAM
1100
Smith Group Asset Management
Texas
$41K +$5.96K +37 +17%
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44
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