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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2601
Buck Wealth Strategies
Colorado
$158K +$167K +1,639 New
DMIC
2602
Dixon Mitchell Investment Counsel
British Columbia, Canada
$154K -$80.7K -792 -33%
FC
2603
Financial Consulate
Maryland
$153K +$204 +2 +0.1%
WA
2604
Whipplewood Advisors
Colorado
$153K -$12.2K -120 -7%
USB
2605
Union Savings Bank
Connecticut
$152K -$26.5K -260 -14%
BHWM
2606
Bay Harbor Wealth Management
Maryland
$150K +$67.9K +666 +74%
AP
2607
Atwood & Palmer
Missouri
$147K -$3.16K -31 -2%
APFP
2608
Action Point Financial Planning
Michigan
$146K +$155K +1,523 New
ABWM
2609
Alpine Bank Wealth Management
Colorado
$146K +$154K +1,515 New
LD
2610
Lipe & Dalton
New York
$142K – – –
PS
2611
Planning Strategies
Pennsylvania
$142K +$150K +1,473 New
VPW
2612
Vaquero Private Wealth
Texas
$139K +$147K +1,441 New
HWM
2613
HighMark Wealth Management
Minnesota
$138K +$12.6K +124 +9%
GKIM
2614
GW&K Investment Management
Massachusetts
$137K +$3.98K +39 +3%
CWM
2615
Consultiva Wealth Management
Puerto Rico
$133K – – –
TCA
2616
Trifecta Capital Advisors
Illinois
$131K -$10.1K -99 -7%
HC
2617
Hurley Capital
New York
$131K – – –
APW
2618
Allied Private Wealth
Florida
$129K +$136K +1,334 New
TWD
2619
True Wealth Design
Ohio
$126K -$12.9K -127 -9%
BONH
2620
Bank of New Hampshire
New Hampshire
$126K -$20.1K -197 -13%
DWA
2621
Delos Wealth Advisors
Texas
$125K – – –
PPC
2622
Park Place Capital
Alabama
$121K +$53.7K +527 +72%
PGAM
2623
Princeton Global Asset Management
New Jersey
$120K – – –
BWM
2624
Bernard Wealth Management
Michigan
$120K -$8.77K -86 -6%
MASM
2625
MH & Associates Securities Management
California
$119K – – –
103 104
105
106 107