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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Ameliora Wealth Management
Switzerland
$103K – – –
AAM
1577
Alphadyne Asset Management
New York
$103K +$111K +1,440 New
EP
1578
Essential Partners
California
$102K -$179K -2,328 -62%
M
1579
MOTCO
Texas
$101K +$4.47K +58 +4%
ADL
1580
Asset Dedication LLC
California
$100K -$24.7K -320 -19%
1CP
1581
1015 Capital Partners
Pennsylvania
$99.5K +$154 +2 +0.1%
HWM
1582
HighMark Wealth Management
Minnesota
$97.9K -$40.1K -521 -28%
CHC
1583
City Holding Co
West Virginia
$97.7K -$12.1K -157 -10%
CT
1584
Colonial Trust
South Carolina
$97.1K +$3.85K +50 +4%
BBPWM
1585
Blue Bell Private Wealth Management
Pennsylvania
$96.8K – – –
CFFP
1586
Center for Financial Planning
Michigan
$96.3K – – –
FFA
1587
Frazier Financial Advisors
Ohio
$96.1K – – –
PFSC
1588
Peoples Financial Services Corp
Pennsylvania
$94.4K -$693 -9 -0.7%
JWM
1589
JPL Wealth Management
Colorado
$90.1K +$96.6K +1,254 New
BGAI
1590
Bruce G. Allen Investments
Colorado
$88.3K -$7.01K -91 -7%
S
1591
Sachetta
Massachusetts
$86.3K +$2.7K +35 +3%
BOJHT
1592
Bank of Jackson Hole Trust
Wyoming
$84.2K -$25.8K -335 -22%
SCM
1593
Silvant Capital Management
Georgia
$84K – – –
TWD
1594
True Wealth Design
Ohio
$83.7K +$9.94K +129 +12%
CB
1595
CNB Bank
Pennsylvania
$82.3K – – –
PWA
1596
Provenance Wealth Advisors
Florida
$81.9K +$62.2K +808 +243%
CYG
1597
Clean Yield Group
Vermont
$81.9K – – –
HP
1598
Havemeyer Place
Connecticut
$81.6K +$46.8K +607 +115%
SWIM
1599
Smallwood Wealth Investment Management
New Jersey
$80.2K – – –
WOSD
1600
WFA of San Diego
California
$75.9K -$9.24K -120 -10%
62 63
64
65 66