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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1451
Whittier Trust
California
$43.5K – – –
NECFA
1452
New England Capital Financial Advisors
Connecticut
$43.5K +$664 +53 +2%
BWL
1453
Bogart Wealth LLC
Virginia
$42.9K +$2.63K +210 +7%
BIA
1454
Bell Investment Advisors
California
$42.6K -$6.82K -545 -14%
CWAF
1455
Core Wealth Advisors (Florida)
Florida
$42.5K +$1.25K +100 +3%
ONST
1456
Old North State Trust
North Carolina
$42K – – –
BONH
1457
Bank of New Hampshire
New Hampshire
$41.9K -$45.5K -3,630 -52%
WBC
1458
West Branch Capital
Massachusetts
$41.8K -$37.6K -3,000 -47%
CHC
1459
City Holding Co
West Virginia
$41.6K +$3.99K +319 +11%
IWP
1460
IAG Wealth Partners
Wisconsin
$41.5K +$13.4K +1,067 +48%
SIC
1461
SJS Investment Consulting
Ohio
$41.4K -$9.95K -795 -19%
PCFFS
1462
Pacific Center for Financial Services
California
$41.3K +$41.1K +3,280 New
VF
1463
VitalStone Financial
Texas
$41K +$6.64K +530 +37%
SWA
1464
SOA Wealth Advisors
New York
$40.7K +$163 +13 +0.4%
VCM
1465
Vigilant Capital Management
Maine
$40K +$9.83K +785 +33%
CB
1466
Centennial Bank
Arkansas
$39.4K – – –
DCBT
1467
Dakota Community Bank & Trust
North Dakota
$38.1K +$15.6K +1,245 +70%
LWANC
1468
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.1K – – –
FCMT
1469
Founders Capital Management (Texas)
Texas
$38K – – –
SA
1470
SRH Advisors
Kansas
$38K – – –
HWM
1471
HighMark Wealth Management
Minnesota
$37.7K +$21.1K +1,687 +129%
CAM
1472
Costello Asset Management
Pennsylvania
$37.3K – – –
AAP
1473
Arax Advisory Partners
Colorado
$37.1K -$2.4K -192 -6%
PFA
1474
Pathway Financial Advisers
Indiana
$37.1K -$12.1K -965 -25%
AW
1475
Avion Wealth
Texas
$37K +$1.67K +133 +4%
57 58
59
60 61