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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1526
Princeton Global Asset Management
New Jersey
$57.2K -$4.79K -80 -9%
CT
1527
Caldwell Trust
Florida
$56.2K +$25K +417 +101%
CPA
1528
Compass Planning Associates
Massachusetts
$56.1K +$598 +10 +1%
DAM
1529
Delta Asset Management
Tennessee
$55.6K – – –
AP
1530
Atwood & Palmer
Missouri
$55.6K +$34.1K +570 +228%
FP
1531
Financial Perspectives
Minnesota
$54.5K – – –
WF
1532
Wayfinding Financial
Washington
$54K +$48.4K +808 New
AAG
1533
Armstrong Advisory Group
Massachusetts
$53.7K – – –
LAM
1534
Lummis Asset Management
Texas
$53.4K +$47.9K +800 New
HFS
1535
Hopwood Financial Services
Virginia
$53K +$7.96K +133 +20%
KFP
1536
Keener Financial Planning
Texas
$53K – – –
CT
1537
Clearstead Trust
Maine
$52K +$16K +267 +53%
PB
1538
Pinnacle Bancorp
Nebraska
$51.9K -$69.8K -1,166 -60%
MCM
1539
MV Capital Management
Maryland
$50.2K +$17.3K +289 +64%
ITIM
1540
Indiana Trust & Investment Management
Indiana
$50.1K -$5.68K -95 -11%
MWM
1541
Mascoma Wealth Management
New Hampshire
$49K – – –
QL
1542
Quarry LP
New York
$48.8K -$86.4K -1,443 -67%
SO
1543
Sierra Ocean
California
$48.7K +$36.7K +614 +585%
GJIA
1544
Glass Jacobson Investment Advisors
Maryland
$48.2K – – –
KSB
1545
Kennebec Savings Bank
Maine
$48K – – –
HWA
1546
Heritage Wealth Advisors
Virginia
$47.4K – – –
BWL
1547
Bogart Wealth LLC
Virginia
$46.6K -$6.76K -113 -14%
HWM
1548
Hemington Wealth Management
Virginia
$46K +$10.3K +172 +34%
OIAM
1549
OFI Invest Asset Management
France
$45.8K -$46.1K -770 -51%
NRWA
1550
North Ridge Wealth Advisors
Oregon
$45.3K – – –
60 61
62
63 64