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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1801
Gemmer Asset Management
California
$239K +$246K +2,024 New
BBW
1802
Blue Barn Wealth
Utah
$238K -$4.98K -41 -2%
CWP
1803
Cyndeo Wealth Partners
Florida
$238K +$245K +2,014 New
JC
1804
JB Capital
Connecticut
$237K -$3.04K -25 -1%
C
1805
Covestor
United Kingdom
$237K -$93.1K -766 -28%
NF
1806
Norwood Financial
Pennsylvania
$237K -$3.04K -25 -1%
GAA
1807
Global Assets Advisory
Florida
$236K +$8.63K +71 +4%
DAM
1808
Deltec Asset Management
New York
$236K – – –
SPIA
1809
Strategic Point Investment Advisors
Rhode Island
$236K – – –
IIC
1810
Integrated Investment Consultants
Michigan
$236K +$243K +1,997 New
PPWM
1811
Paragon Private Wealth Management
Kentucky
$234K +$241K +1,986 New
MW
1812
MBL Wealth
North Carolina
$234K -$100K -825 -29%
RWB
1813
RMR Wealth Builders
New Jersey
$233K -$103K -848 -30%
PWW
1814
Pettyjohn Wood & White
Virginia
$233K -$3.04K -25 -1%
GP
1815
Girard Partners
Pennsylvania
$232K +$239K +1,968 New
ANBT
1816
American National Bank & Trust
Texas
$232K +$42.3K +348 +21%
BFW
1817
Brady Family Wealth
Missouri
$232K +$239K +1,963 New
CCP
1818
Cassia Capital Partners
North Carolina
$231K +$238K +1,960 New
VC
1819
Vicus Capital
Pennsylvania
$230K +$237K +1,951 New
BCV
1820
Banque Cantonale Vaudoise
Switzerland
$230K -$3.51M -28,860 -94%
FCFC
1821
First Citizens Financial Corp
Iowa
$230K +$237K +1,948 New
AWM
1822
Aprio Wealth Management
Georgia
$229K +$236K +1,943 New
CHAM
1823
Clear Harbor Asset Management
Connecticut
$228K +$235K +1,934 New
LCM
1824
LCM Capital Management
Illinois
$228K +$235K +1,933 New
EWM
1825
Endurance Wealth Management
Rhode Island
$228K – – –
71 72
73
74 75