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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1301
GC Wealth Management RIA
Massachusetts
$2.42M +$32K +519 +1%
CA
1302
Claro Advisors
Massachusetts
$2.41M +$78.6K +1,277 +3%
SW
1303
Simplicity Wealth
New Jersey
$2.41M +$1.93M +31,303 +405%
MCA
1304
MSH Capital Advisors
Arizona
$2.4M -$5.73K -93 -0.2%
TCM
1305
Twin Capital Management
Pennsylvania
$2.4M -$3.75K -61 -0.2%
PFSC
1306
Peoples Financial Services Corp
Pennsylvania
$2.38M -$61.6K -1,000 -3%
BFA
1307
Bill Few Associates
Pennsylvania
$2.37M -$10.7K -174 -0.5%
BMC
1308
Benin Management Corp
Connecticut
$2.37M +$16.1K +261 +0.7%
SS
1309
Sunbelt Securities
Texas
$2.36M -$108K -1,749 -4%
BSA
1310
Bull Street Advisors
Georgia
$2.36M -$4K -65 -0.2%
LFA
1311
Legacy Financial Advisors
Kentucky
$2.36M +$26.4K +428 +1%
DMBA
1312
Deseret Mutual Benefit Administrators
Utah
$2.36M +$60.8K +987 +3%
WWM
1313
Western Wealth Management
Colorado
$2.36M -$2.44M -39,661 -51%
OF
1314
Outfitter Financial
Maine
$2.35M -$251K -4,075 -10%
SSCM
1315
Sovereign's Capital Management
Georgia
$2.35M +$141K +2,291 +6%
PL
1316
Perpetual Ltd
Australia
$2.35M -$42.1K -684 -2%
GWCM
1317
Godshalk Welsh Capital Management
Pennsylvania
$2.34M -$1.85K -30 -0.1%
PCA
1318
Peddock Capital Advisors
Massachusetts
$2.34M -$62K -1,007 -3%
MCM
1319
Mainstay Capital Management
Michigan
$2.34M -$52.8K -857 -2%
IB
1320
Intrust Bank
Kansas
$2.33M +$95.9K +1,557 +4%
CFSG
1321
Community Financial Services Group
Vermont
$2.32M -$632K -10,263 -21%
BFG
1322
Beacon Financial Group
Texas
$2.31M -$552K -8,971 -19%
LWP
1323
LMG Wealth Partners
Louisiana
$2.31M -$9.3K -151 -0.4%
BCCM
1324
Bridge Creek Capital Management
Massachusetts
$2.3M -$61.6K -1,000 -3%
DF
1325
Donoghue Forlines
Massachusetts
$2.3M -$1.59M -25,816 -41%
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