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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
1576
Wall Street Financial Group
Illinois
$104K +$112K +1,452 New
AWM
1577
Ameliora Wealth Management
Switzerland
$103K – – –
AAM
1578
Alphadyne Asset Management
New York
$103K +$111K +1,440 New
EP
1579
Essential Partners
California
$102K -$179K -2,328 -62%
M
1580
MOTCO
Texas
$101K +$4.47K +58 +4%
ADL
1581
Asset Dedication LLC
California
$100K -$24.7K -320 -19%
1CP
1582
1015 Capital Partners
Pennsylvania
$99.5K +$154 +2 +0.1%
HWM
1583
HighMark Wealth Management
Minnesota
$97.9K -$40.1K -521 -28%
CHC
1584
City Holding Co
West Virginia
$97.7K -$12.1K -157 -10%
CT
1585
Colonial Trust
South Carolina
$97.1K +$3.85K +50 +4%
BBPWM
1586
Blue Bell Private Wealth Management
Pennsylvania
$96.8K – – –
CFFP
1587
Center for Financial Planning
Michigan
$96.3K – – –
FFA
1588
Frazier Financial Advisors
Ohio
$96.1K – – –
PFSC
1589
Peoples Financial Services Corp
Pennsylvania
$94.4K -$693 -9 -0.7%
WAU
1590
Wellington-Altus USA
Manitoba, Canada
$93.6K +$24.8K +322 +55%
JWM
1591
JPL Wealth Management
Colorado
$90.1K +$96.6K +1,254 New
BGAI
1592
Bruce G. Allen Investments
Colorado
$88.3K -$7.01K -91 -7%
S
1593
Sachetta
Massachusetts
$86.3K +$2.7K +35 +3%
BOJHT
1594
Bank of Jackson Hole Trust
Wyoming
$84.2K -$25.8K -335 -22%
SCM
1595
Silvant Capital Management
Georgia
$84K – – –
TWD
1596
True Wealth Design
Ohio
$83.7K +$9.94K +129 +12%
CB
1597
CNB Bank
Pennsylvania
$82.3K – – –
PWA
1598
Provenance Wealth Advisors
Florida
$81.9K +$62.2K +808 +243%
CYG
1599
Clean Yield Group
Vermont
$81.9K – – –
HP
1600
Havemeyer Place
Connecticut
$81.6K +$46.8K +607 +115%
62 63
64
65 66