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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1751
HighMark Wealth Management
Minnesota
$142K +$982 +11 +0.8%
HPBT
1752
Hickory Point Bank & Trust
Illinois
$142K -$11.2K -125 -8%
CHC
1753
City Holding Co
West Virginia
$141K – – –
PS
1754
Pinney & Scofield
Massachusetts
$140K -$14K -157 -10%
BBPWM
1755
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
WETS
1756
Wealth Enhancement Trust Services
South Dakota
$139K +$40K +448 +50%
CFFP
1757
Center for Financial Planning
Michigan
$139K – – –
S
1758
Sachetta
Massachusetts
$138K +$11.7K +131 +11%
EP
1759
Essential Partners
California
$137K -$9.46K -106 -7%
PFSC
1760
Peoples Financial Services Corp
Pennsylvania
$136K – – –
TAP
1761
Tounjian Advisory Partners
Florida
$135K -$1.57M -17,640 -93%
JWM
1762
JPL Wealth Management
Colorado
$134K +$3.3K +37 +3%
BC
1763
Bayforest Capital
United Kingdom
$131K -$317K -3,546 -74%
KFAS
1764
Keating Financial Advisory Services
Kansas
$130K +$43.2K +484 +63%
BGAI
1765
Bruce G. Allen Investments
Colorado
$126K -$1.25K -14 -1%
HWA
1766
Heritage Wealth Advisors
Virginia
$124K +$44.6K +500 +71%
ABC
1767
Anchor Bay Capital
California
$121K +$113K +1,265 New
SCM
1768
Silvant Capital Management
Georgia
$121K – – –
CRI
1769
Commonwealth Retirement Investments
Virginia
$120K +$103K +1,158 New
PWA
1770
Provenance Wealth Advisors
Florida
$119K +$625 +7 +0.6%
CB
1771
CNB Bank
Pennsylvania
$119K – – –
SWIM
1772
Smallwood Wealth Investment Management
New Jersey
$116K – – –
FA
1773
Fountainhead AM
New Jersey
$115K +$99.3K +1,112 New
FCAS
1774
First Command Advisory Services
Texas
$114K +$6.61K +74 +7%
TWD
1775
True Wealth Design
Ohio
$112K -$7.14K -80 -7%
69 70
71
72 73