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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2551
Ipswich Investment Management
Massachusetts
$359K -$7.66K -150 -2%
EBT
2552
Enterprise Bank & Trust
Massachusetts
$359K +$112K +2,186 +44%
SDWIA
2553
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$359K – – –
DA
2554
DCM Advisors
New York
$359K +$363K +7,100 New
IPW
2555
Invictus Private Wealth
Colorado
$359K -$5.21K -102 -1%
LI
2556
LVZ Inc
Michigan
$358K +$20.4K +399 +6%
1WM
2557
1900 Wealth Management
Texas
$358K -$17K -333 -4%
CBFP
2558
Cedar Brook Financial Partners
Ohio
$357K -$8.69K -170 -2%
FDS
2559
Freedom Day Solutions
Texas
$356K -$23.1K -453 -6%
MCM
2560
Mengis Capital Management
Oregon
$355K – – –
MHR
2561
Matthew Hamilton Rosenberg
$355K -$2.5K -49 -0.7%
MF
2562
Manchester Financial
California
$354K +$664 +13 +0.2%
SIG
2563
Spinnaker Investment Group
California
$354K +$2.04K +40 +0.6%
FFWM
2564
Future Financial Wealth Management
Ohio
$354K -$50.9K -996 -12%
FAM
2565
Flaharty Asset Management
Florida
$353K – – –
GWI
2566
Grace & White Inc
New York
$351K – – –
MWP
2567
Madison Wealth Partners
Wisconsin
$350K +$354K +6,935 New
NPF
2568
Norris Perne & French
Michigan
$350K -$920 -18 -0.3%
FIM
2569
Fernwood Investment Management
Massachusetts
$350K – – –
WP
2570
Westmount Partners
California
$349K +$7.71K +151 +2%
RA
2571
Rise Advisors
New York
$348K -$154K -3,017 -44%
RMF
2572
Red Mountain Financial
Colorado
$347K +$351K +6,876 New
LT
2573
Legacy Trust
Michigan
$347K -$1.64K -32 -0.5%
SFC
2574
SYM Financial Corp
Indiana
$346K +$350K +6,854 New
NAS
2575
NWF Advisory Services
California
$346K +$25.6K +501 +8%
101 102
103
104 105