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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
Perigon Wealth Management
California
$588K -$527K -4,815 -45%
ACA
1227
Anchor Capital Advisors
Massachusetts
$584K – – –
BC
1228
Brookfield Corp
Ontario, Canada
$584K +$644K +5,885 New
APP
1229
Avantax Planning Partners
Iowa
$581K -$6.67K -61 -1%
RB
1230
Rodgers Brothers
Pennsylvania
$578K +$54.7K +500 +9%
WTB
1231
Washington Trust Bank
Washington
$577K -$26K -238 -4%
AWA
1232
Arkadios Wealth Advisors
Georgia
$576K +$137K +1,249 +27%
CCA
1233
Conservest Capital Advisors
Pennsylvania
$575K +$657 +6 +0.1%
CCFCSB
1234
Cape Cod Five Cents Savings Bank
Massachusetts
$572K -$94.1K -860 -13%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$572K +$6.02K +55 +1%
JIP
1236
Jaffetilchin Investment Partners
Florida
$571K +$140K +1,284 +29%
GCC
1237
Game Creek Capital
Massachusetts
$570K -$219K -2,000 -26%
FNBOMD
1238
First National Bank of Mount Dora
Florida
$570K -$2.85K -26 -0.5%
AG
1239
AIA Group
Hong Kong
$569K -$1.42M -13,000 -69%
DLG
1240
Daniel L. Goodwin
$565K – – –
AUB
1241
Atlantic Union Bankshares
Virginia
$565K +$423K +3,865 +211%
MFG
1242
Merit Financial Group
Georgia
$565K -$3.94K -36 -0.6%
RIA
1243
Richwood Investment Advisors
Ohio
$564K – – –
PA
1244
Prossimo Advisors
California
$564K -$59.6K -545 -9%
IHL
1245
Investment House LLC
California
$564K +$51.1K +467 +9%
BFPW
1246
BOK Financial Private Wealth
Colorado
$563K -$159K -1,456 -21%
BFG
1247
Barber Financial Group
Kansas
$562K +$19.8K +181 +3%
ODG
1248
O'Dell Group
Ohio
$562K +$547 +5 +0.1%
BAM
1249
Brave Asset Management
New Jersey
$558K – – –
SP
1250
Successful Portfolios
Florida
$557K -$10.9K -100 -2%
48 49
50
51 52