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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1001
Highline Wealth Partners
California
$16.6K +$4.77K +19 +45%
WA
1002
WPG Advisers
Maryland
$16.3K – – –
AG
1003
AmeriFlex Group
Nevada
$16.3K +$15.1K +60 New
CAL
1004
Capital Analysts LLC
Pennsylvania
$16K -$752 -3 -5%
GGI
1005
Godsey & Gibb Inc
Virginia
$14.7K +$4.77K +19 +54%
PAM
1006
Palisade Asset Management
Minnesota
$14.7K +$13.5K +54 New
RA
1007
Rise Advisors
New York
$14.7K +$1.76K +7 +15%
CHC
1008
City Holding Co
West Virginia
$14.1K +$1.76K +7 +16%
CAL
1009
Capital Advisors Ltd
Ohio
$14K – – –
CT
1010
Colonial Trust
South Carolina
$13.9K – – –
TCM
1011
Tradewinds Capital Management
Washington
$13.6K – – –
DIP
1012
DT Investment Partners
Pennsylvania
$11.2K – – –
BCWM
1013
Bartlett & Co Wealth Management
Ohio
$11.2K +$10K +40 +4,000%
HIA
1014
Harbor Investment Advisory
Maryland
$10.3K +$5.02K +20 +111%
MAM
1015
Marquette Asset Management
Minnesota
$10.3K +$9.53K +38 New
AWM
1016
Abound Wealth Management
Tennessee
$10.3K +$502 +2 +6%
CIAS
1017
CBIZ Investment Advisory Services
Ohio
$9.79K +$7.02K +28 +350%
TCOV
1018
Trust Company of Vermont
Vermont
$9.52K – – –
KG
1019
Kilter Group
New York
$9.52K +$752 +3 +9%
VNA
1020
Valley National Advisers
Pennsylvania
$9K +$6.52K +26 +260%
MSWA
1021
Marshall & Sterling Wealth Advisors
New York
$8.7K – – –
RTL
1022
Red Tortoise LLC
Georgia
$8.16K – – –
UCB
1023
United Community Bank
South Carolina
$8.16K – – –
BWL
1024
Bogart Wealth LLC
Virginia
$8.16K +$5.27K +21 +233%
EPW
1025
Evergreen Private Wealth
Colorado
$7.89K – – –
39 40
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