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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
3026
Crews Bank & Trust
Florida
$74.5K +$55.4K +184 +317%
CAL
3027
Capital Advisors Ltd
Ohio
$74K -$301 -1 -0.4%
MW
3028
Merited Wealth
Florida
$73.6K +$72K +239 New
HHMI
3029
Howard Hughes Medical Institute
Maryland
$70.2K – – –
AEPWM
3030
Atlantic Edge Private Wealth Management
Florida
$69.7K – – –
PWS
3031
Peterson Wealth Services
Utah
$69.6K -$218K -725 -76%
WT
3032
WHI Trust
Illinois
$69.3K +$67.8K +225 New
EF
3033
Entrust Financial
Pennsylvania
$69K +$67.5K +224 New
JWM
3034
Jessup Wealth Management
Ohio
$68.6K +$67.2K +223 New
MS
3035
Monetary Solutions
Ohio
$68.5K +$66.8K +222 New
MI
3036
Motiv8 Investments
Florida
$68K +$66.8K +222 New
RIP
3037
RAM Investment Partners
Washington
$65.9K +$64.4K +214 New
WAG
3038
Wilkerson Advisory Group
Missouri
$65.3K +$63.8K +212 New
PFO
3039
Pioneer Family Office
Florida
$65.3K +$63.8K +212 New
OCM
3040
Osbon Capital Management
Massachusetts
$65K +$63.5K +211 New
WG
3041
Wellington Group
Indiana
$64.7K +$63.2K +210 New
DWS
3042
Dynamic Wealth Strategies
California
$64.1K – – –
TFA
3043
Toth Financial Advisory
Virginia
$62.2K +$4.82K +16 +9%
CFS
3044
CGC Financial Services
Oregon
$62.2K +$27.1K +90 +80%
MDA
3045
Minot DeBlois Advisors
Massachusetts
$61.6K – – –
TWM
3046
Timmons Wealth Management
Massachusetts
$60.7K +$59.3K +197 New
Q1WB
3047
Quest 10 Wealth Builders
Virginia
$60.3K -$2.71K -9 -4%
FPF
3048
First Pacific Financial
Washington
$58.9K -$4.22K -14 -7%
NWS
3049
Nvest Wealth Strategies
Ohio
$57.9K +$56.6K +188 New
AP
3050
Aspect Partners
Virginia
$57.9K +$2.41K +8 +4%
120 121
122
123 124