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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
501
Marshall & Sterling Wealth Advisors
New York
$8.57K – – –
CT
502
Colonial Trust
South Carolina
$8.3K +$7.12K +29 New
CFO
503
CVA Family Office
Colorado
$7.72K -$12.3K -50 -65%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$7.43K -$2.94K -12 -32%
CPG
505
Cornerstone Planning Group
New Jersey
$7.31K +$5.15K +21 +700%
FG
506
Fairman Group
Pennsylvania
$6.86K – – –
TFM
507
TFC Financial Management
Massachusetts
$5.72K – – –
CAM
508
Chesapeake Asset Management
New York
$5.71K – – –
PGAM
509
Princeton Global Asset Management
New Jersey
$5.71K +$4.91K +20 New
CH
510
Cromwell Holdings
Wyoming
$5.43K +$4.66K +19 New
WTC
511
WhitTier Trust Company
Nevada
$5.43K +$4.66K +19 New
CIAM
512
Caitong International Asset Management
Hong Kong
$4.57K -$901K -3,672 -100%
TPCW
513
TD Private Client Wealth
New York
$4.57K +$3.93K +16 New
WSFS
514
Wilmington Savings Fund Society
Delaware
$4.29K +$2.45K +10 +200%
CIA
515
Cape Investment Advisory
Georgia
$4.29K +$3.68K +15 New
GI
516
GAMMA Investing
California
$4K – – –
PCM
517
Penserra Capital Management
California
$4K – – –
OAJ
518
Ogorek Anthony Joseph
New York
$4K +$3.68K +15 New
FPF
519
First Pacific Financial
Washington
$3.43K +$2.94K +12 New
SO
520
Sierra Ocean
California
$3.43K +$2.94K +12 New
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$2.57K +$2.21K +9 New
AA
522
Addison Advisors
Vermont
$2.29K +$1.96K +8 New
BIG
523
Brooklyn Investment Group
New York
$2.04K +$245 +1 +14%
ZBNA
524
Zions Bancorporation, National Association
Utah
$2K – – –
HWM
525
HighMark Wealth Management
Minnesota
$2K +$1.72K +7 New
19 20
21
22 23