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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1601
Forza Wealth Management
Florida
$989K +$43.5K +395 +5%
LOWM
1602
Laurel Oak Wealth Management
New Jersey
$987K +$956K +8,677 New
DWM
1603
Dynasty Wealth Management
Florida
$987K -$265K -2,404 -22%
PSB
1604
Piscataqua Savings Bank
New Hampshire
$984K -$5.18K -47 -0.5%
GFG
1605
Goldstone Financial Group
Illinois
$983K +$104K +942 +12%
MCM
1606
Mill Capital Management
North Carolina
$983K -$348K -3,162 -27%
FFO
1607
Fiduciary Family Office
Florida
$975K -$155K -1,406 -14%
PP
1608
PDS Planning
Ohio
$975K -$86.8K -788 -8%
BFO
1609
Biltmore Family Office
North Carolina
$974K – – –
NB
1610
Nicolet Bankshares
Wisconsin
$974K -$198K -1,802 -17%
TF
1611
Tompkins Financial
New York
$972K +$29.6K +269 +3%
EC
1612
EntryPoint Capital
New York
$971K +$940K +8,532 New
TBA
1613
Tower Bridge Advisors
Pennsylvania
$970K – – –
CAS
1614
Coppell Advisory Solutions
Texas
$970K +$219K +1,989 +31%
IRC
1615
Investors Research Corp
Georgia
$968K -$8.26K -75 -0.9%
IUHSA
1616
Itau Unibanco Holding S.A.
Brazil
$967K -$156K -1,415 -14%
BTW
1617
Boston Trust Walden
Massachusetts
$966K -$1.65K -15 -0.2%
CWG
1618
Cornerstone Wealth Group
North Carolina
$966K +$48.8K +443 +6%
ALAM
1619
Asahi Life Asset Management
Japan
$966K -$78.3K -711 -8%
NCM
1620
Northside Capital Management
Oregon
$964K – – –
RWB
1621
RMR Wealth Builders
New Jersey
$964K +$14.2K +129 +2%
HC
1622
Hara Capital
Washington
$963K – – –
STS
1623
SG Trading Solutions
Utah
$962K +$931K +8,456 New
AGAM
1624
Audent Global Asset Management
California
$962K +$109K +992 +13%
AIIMS
1625
Analyst IMS Investment Management Services
Israel
$961K -$38.1K -346 -4%
63 64
65
66 67