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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
701
Crews Bank & Trust
Florida
$10.2K – – –
ME
702
McIlrath & Eck
Washington
$9.58K – – –
LWM
703
Lodestone Wealth Management
Washington
$9.58K +$9.26K +33 New
AEPWM
704
Atlantic Edge Private Wealth Management
Florida
$9.29K – – –
DWM
705
Dogwood Wealth Management
Kansas
$9.29K +$7.58K +27 +540%
KFI
706
Key Financial Inc
Pennsylvania
$8.71K – – –
GAAM
707
Guinness Atkinson Asset Management
California
$8.51K +$8.14K +29 New
CMBA
708
C.M. Bidwell & Associates
Hawaii
$8.42K – – –
PSB
709
Piscataqua Savings Bank
New Hampshire
$8.41K – – –
FNWA
710
Financial Network Wealth Advisors
Utah
$7.83K -$1.12K -4 -13%
STB
711
S&T Bank
Pennsylvania
$7.83K – – –
FAMI
712
Fideuram Asset Management (Ireland)
$7.33K +$4.49K +16 New
TCM
713
TD Capital Management
Tennessee
$7.25K – – –
DWM
714
Darwin Wealth Management
Florida
$7.08K – – –
ADL
715
Asset Dedication LLC
California
$6.96K – – –
TPBG
716
Turning Point Benefit Group
Maryland
$6.38K -$561 -2 -8%
RA
717
Ransom Advisory
Rhode Island
$6.38K +$6.18K +22 New
HI
718
Harbour Investments
Wisconsin
$6.09K +$1.4K +5 +31%
AS
719
Altshuler Shaham
Israel
$6.09K +$5.89K +21 New
AW
720
Ankerstar Wealth
Texas
$6.09K +$5.89K +21 New
AW
721
Avion Wealth
Texas
$6K +$5.89K +21 +2,100%
GCM
722
Gunpowder Capital Management
Maryland
$5.8K +$5.62K +20 New
CPG
723
Cornerstone Planning Group
New Jersey
$5.67K +$3.09K +11 +110%
SWP
724
Strategic Wealth Partners
Ohio
$5.27K – – –
GWM
725
Geneos Wealth Management
Colorado
$5.22K -$2.25K -8 -31%
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