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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1751
Orion Capital Management
California
$47K +$54.5K +150 New
BFS
1752
Beacon Financial Strategies
North Carolina
$46.5K – – –
DF
1753
DecisionPoint Financial
Arizona
$45.8K +$727 +2 +1%
SL
1754
Salomon & Ludwin
Virginia
$45.2K – – –
AWM
1755
Activest Wealth Management
Florida
$45.1K -$42.1K -116 -45%
BWL
1756
Bogart Wealth LLC
Virginia
$44.8K +$37.8K +104 +267%
CMP
1757
Coston McIsaac & Partners
Maine
$44K – – –
CB
1758
Community Bank
New York
$42.3K +$49.1K +135 New
GG
1759
Gleason Group
Kentucky
$40.6K +$6.54K +18 +16%
SWM
1760
SHP Wealth Management
Massachusetts
$39.4K +$12.4K +34 +37%
BFPW
1761
BOK Financial Private Wealth
Colorado
$39.3K +$10.2K +28 +29%
FPF
1762
First Pacific Financial
Washington
$38.8K -$5.81K -16 -11%
PFO
1763
Pioneer Family Office
Florida
$37.6K – – –
SVWA
1764
Sarver Vrooman Wealth Advisors
Missouri
$37.3K -$1.09K -3 -2%
CB
1765
CNB Bank
Pennsylvania
$37.3K -$9.08K -25 -17%
RF
1766
Rossby Financial
Florida
$36.6K -$727 -2 -2%
MI
1767
Markowski Investments
Florida
$36.6K +$42.5K +117 New
TCM
1768
Triumph Capital Management
Colorado
$36.1K +$363 +1 +0.9%
FC
1769
Financial Consulate
Maryland
$35.9K +$2.18K +6 +6%
BIA
1770
Bell Investment Advisors
California
$34.4K – – –
PAP
1771
Persistent Asset Partners
Hong Kong
$34.1K +$39.6K +109 New
KTC
1772
Kentucky Trust Company
Kentucky
$33.8K +$2.91K +8 +8%
GJIA
1773
Glass Jacobson Investment Advisors
Maryland
$33.5K – – –
SFCL
1774
Strengthening Families & Communities LLC
Massachusetts
$33K +$2.18K +6 +6%
JWM
1775
JPL Wealth Management
Colorado
$31.6K +$11.6K +32 +46%
69 70
71
72 73