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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2551
Avity Investment Management
Connecticut
$322K -$13K -267 -4%
WAM
2552
Weinberger Asset Management
California
$322K +$2.25K +46 +0.8%
WMP
2553
Wealth Management Partners
Arizona
$321K +$7.08K +145 +2%
TAM
2554
Titleist Asset Management
Texas
$321K +$300K +6,142 New
GWM
2555
Greenhouse Wealth Management
Connecticut
$321K +$2.1K +43 +0.7%
LF
2556
LifeSteps Financial
California
$320K -$7.33K -150 -2%
KC
2557
Kingfisher Capital
North Carolina
$319K +$2.34K +48 +0.8%
LSA
2558
Lansing Street Advisors
Pennsylvania
$318K +$243K +4,974 +448%
OPWM
2559
Oakwell Private Wealth Management
Texas
$318K +$4.25K +87 +1%
BCB
2560
Brian C. Broderick
$317K -$4.88K -100 -2%
CP
2561
Camelot Portfolios
Ohio
$317K -$3.91K -80 -1%
PO
2562
Private Ocean
California
$317K -$5.86K -120 -2%
BIA
2563
Benchmark Investment Advisors
Illinois
$316K -$25.8K -529 -8%
FDDB
2564
Fidelity D&D Bancorp
Pennsylvania
$316K +$309K +6,322 New
BWA
2565
Burt Wealth Advisors
Maryland
$315K +$15.4K +316 +6%
TWM
2566
TriaGen Wealth Management
California
$314K +$7.67K +157 +3%
FIM
2567
Fernwood Investment Management
Massachusetts
$314K +$48.6K +995 +20%
CAM
2568
Cacti Asset Management
Georgia
$314K – – –
MAM
2569
Mastrapasqua Asset Management
Tennessee
$314K – – –
RA
2570
Rise Advisors
New York
$313K +$42.9K +879 +17%
CIC
2571
Cutler Investment Counsel
Oregon
$313K – – –
OCPWS
2572
One Charles Private Wealth Services
Massachusetts
$313K +$1.32K +27 +0.5%
FC
2573
Financial Council
Maryland
$313K – – –
PS
2574
Planned Solutions
California
$312K +$391 +8 +0.1%
DA
2575
Detalus Advisors
Missouri
$312K -$2.44K -50 -0.8%
101 102
103
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