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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1476
Channel Wealth
California
$480K +$79.8K +471 +23%
ML
1477
McAdam LLC
Pennsylvania
$479K +$17.5K +103 +4%
CB
1478
Community Bank
New York
$478K – – –
AWM
1479
Accurate Wealth Management
Florida
$477K +$98.4K +581 +30%
JEST
1480
JTC Employer Solutions Trustee
Jersey
$476K – – –
CFAM
1481
Center For Asset Management
Florida
$475K -$1.02K -6 -0.2%
RFA
1482
Register Financial Advisors
Georgia
$474K – – –
LNB
1483
Ledyard National Bank
$474K +$90.1K +532 +27%
WP
1484
WealthPLAN Partners
Nebraska
$472K +$508 +3 +0.1%
FMTC
1485
Farmers & Merchants Trust Company
California
$472K -$4.58K -27 -1%
KFS
1486
Kaizen Financial Strategies
California
$472K – – –
CNBT
1487
Cornerstone National Bank & Trust
Illinois
$471K – – –
MP
1488
McDonald Partners
Ohio
$471K +$508 +3 +0.1%
BBPWM
1489
Blue Bell Private Wealth Management
Pennsylvania
$470K +$339 +2 +0.1%
PSB
1490
Piscataqua Savings Bank
New Hampshire
$470K – – –
WDA
1491
Wendell David Associates
New Hampshire
$469K – – –
BE
1492
Bonness Enterprises
District of Columbia
$468K – – –
WFA
1493
Wade Financial Advisory
California
$466K – – –
IIC
1494
Ironwood Investment Counsel
Arizona
$465K – – –
SCP
1495
Sivia Capital Partners
California
$465K +$14.1K +83 +3%
KA
1496
Kintegral Advisory
New York
$463K -$5.42K -32 -1%
GLR
1497
Great Lakes Retirement
Ohio
$463K +$261K +1,543 +169%
AA
1498
Advisory Alpha
Michigan
$462K +$113K +669 +38%
PP
1499
PFS Partners
New Jersey
$461K -$19K -112 -4%
AIM
1500
Aigen Investment Management
New York
$460K +$413K +2,437 New
58 59
60
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