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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3526
Peck Wealth Management
New York
$155K – – –
SWIM
3527
Smallwood Wealth Investment Management
New Jersey
$155K -$4.93K -63 -3%
FFO
3528
Fortitude Family Office
Arizona
$154K -$240K -3,066 -61%
SR
3529
Syntax Research
Florida
$153K -$7.75K -99 -5%
TCM
3530
TD Capital Management
Tennessee
$152K +$235 +3 +0.2%
STB
3531
S&T Bank
Pennsylvania
$150K -$16.3K -208 -10%
PCFFS
3532
Pacific Center for Financial Services
California
$147K -$41K -524 -22%
BSC
3533
Brown Shipley & Co
United Kingdom
$146K +$12.8K +164 +10%
CTWM
3534
Cherry Tree Wealth Management
Minnesota
$145K – – –
GWSA
3535
Global Wealth Strategies & Associates
Colorado
$143K +$24.7K +315 +21%
AW
3536
Avion Wealth
Texas
$143K +$25.8K +329 +22%
MIM
3537
Marshall Investment Management
Colorado
$143K +$144K +1,841 New
LC
3538
Lavaca Capital
Texas
$139K +$41.3K +527 +41%
FMTCOCP
3539
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K -$2.35K -30 -2%
MMCM
3540
Murphy & Mullick Capital Management
New York
$132K – – –
SI
3541
Sava Infond
Slovenia
$130K – – –
CMP
3542
Coston McIsaac & Partners
Maine
$129K -$3.6K -46 -3%
WAG
3543
Wiser Advisor Group
Arizona
$127K +$626 +8 +0.5%
VR
3544
Vision Retirement
New Jersey
$127K -$11.3K -144 -8%
WAS
3545
Winch Advisory Services
Wisconsin
$127K +$705 +9 +0.6%
FRA
3546
Front Row Advisors
California
$126K – – –
FWA
3547
Flagship Wealth Advisors
Massachusetts
$126K – – –
C
3548
Covestor
United Kingdom
$126K -$80.4K -1,027 -39%
OAJ
3549
Ogorek Anthony Joseph
New York
$125K -$2.35K -30 -2%
BFS
3550
Burkett Financial Services
South Carolina
$124K +$705 +9 +0.6%
140 141
142
143 144