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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1526
Golden State Equity Partners
California
$1.65M +$770K +12,513 +88%
MWA
1527
Midland Wealth Advisors
Illinois
$1.64M -$58.5K -950 -3%
FDP
1528
Financiere des Professionnels
Quebec, Canada
$1.64M +$676K +10,983 +70%
AC
1529
Addison Capital
Pennsylvania
$1.64M -$6.16K -100 -0.4%
GFA
1530
Gifford Fong Associates
California
$1.64M – – –
SCM
1531
SCS Capital Management
Massachusetts
$1.64M +$1.63M +26,537 New
WW
1532
Waterfront Wealth
Kansas
$1.64M +$8.43K +137 +0.5%
DI
1533
Diligent Investors
California
$1.63M -$74.7K -1,213 -4%
OHWP
1534
Oak Harbor Wealth Partners
North Carolina
$1.63M +$422K +6,860 +35%
VIM
1535
Vista Investment Management
Pennsylvania
$1.63M -$106K -1,720 -6%
TIA
1536
Traphagen Investment Advisors
New Jersey
$1.63M +$49.9K +811 +3%
BTC
1537
Bank & Trust Company
Illinois
$1.62M -$46.1K -749 -3%
SWA
1538
SOA Wealth Advisors
New York
$1.62M -$4.43K -72 -0.3%
VCAM
1539
Van Cleef Asset Management
Ohio
$1.61M -$152K -2,470 -9%
CPRC
1540
Consolidated Portfolio Review Corp
New York
$1.61M +$260K +4,226 +19%
EWM
1541
EPG Wealth Management
Georgia
$1.6M +$18.4K +299 +1%
TPI
1542
Trust Point Inc
Wisconsin
$1.6M -$342K -5,559 -18%
CPIA
1543
Cornell Pochily Investment Advisors
New York
$1.6M -$81.9K -1,330 -5%
AAS
1544
Annex Advisory Services
Wisconsin
$1.6M +$1.23M +20,027 +340%
PSB
1545
Piscataqua Savings Bank
New Hampshire
$1.6M +$22.6K +367 +1%
SFS
1546
Strategic Financial Services
New York
$1.6M -$65.6K -1,066 -4%
EAM
1547
EdenTree Asset Management
United Kingdom
$1.6M – – –
WSC
1548
Wellington Shields & Co
New York
$1.59M -$255K -4,150 -14%
CCA
1549
Cobblestone Capital Advisors
New York
$1.59M +$739 +12 +0%
OIA
1550
Optimum Investment Advisors
Illinois
$1.59M -$69.5K -1,129 -4%
60 61
62
63 64