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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1626
Legacy Bridge
Iowa
$29K – – –
RWM
1627
Ruedi Wealth Management
Illinois
$29K – – –
VWM
1628
Valley Wealth Managers
New Jersey
$29K – – –
PSB
1629
Piscataqua Savings Bank
New Hampshire
$29K – – –
SA
1630
Scarborough Advisors
Maryland
$28.7K – – –
CG
1631
Cutler Group
California
$28K -$4.65M -18,589 -99%
SCM
1632
Silvant Capital Management
Georgia
$27.9K – – –
CT
1633
Caldwell Trust
Florida
$27.5K -$85.1K -340 -78%
PCTC
1634
Perkins Coie Trust Company
Washington
$27.5K -$4.75K -19 -17%
JFGIW
1635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.1K -$21.8K -87 -48%
KWAG
1636
Kiely Wealth Advisory Group
North Carolina
$26.7K – – –
HWM
1637
HighMark Wealth Management
Minnesota
$26.3K – – –
BIA
1638
Bell Investment Advisors
California
$25.2K +$1K +4 +5%
TCA
1639
Trifecta Capital Advisors
Illinois
$24.3K – – –
PMFA
1640
Plante Moran Financial Advisors
Michigan
$24K +$12.5K +50 +152%
HCM
1641
Hollencrest Capital Management
California
$23.8K +$18K +72 +720%
QPBE
1642
Quintet Private Bank (Europe)
Luxembourg
$23.1K -$26.3K -105 -60%
WOC
1643
West Oak Capital
California
$22K – – –
BONH
1644
Bank of New Hampshire
New Hampshire
$21.7K -$18.8K -75 -50%
GWSA
1645
Global Wealth Strategies & Associates
Colorado
$21.4K +$250 +1 +1%
NECFA
1646
New England Capital Financial Advisors
Connecticut
$21.3K +$250 +1 +1%
FP
1647
Financial Perspectives
Minnesota
$20K – – –
BWAM
1648
Boyd Watterson Asset Management
Ohio
$19.1K – – –
TFGT
1649
TS Financial Group (TSFG)
Illinois
$19K – – –
FFA
1650
Frazier Financial Advisors
Ohio
$17.7K – – –
64 65
66
67 68