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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2676
Scarborough Advisors
Maryland
$600K +$22K +71 +4%
SWM
2677
SFG Wealth Management
Maryland
$599K – – –
OCPWS
2678
One Charles Private Wealth Services
Massachusetts
$599K +$5.88K +19 +1%
AWA
2679
Alta Wealth Advisors
Massachusetts
$597K -$22.3K -72 -4%
LWP
2680
LMG Wealth Partners
Louisiana
$597K – – –
KJHP
2681
K.J. Harrison & Partners
Ontario, Canada
$597K +$533K +1,722 New
SFS
2682
Sharp Financial Services
Pennsylvania
$596K +$532K +1,719 New
PSFG
2683
Prairie Sky Financial Group
Illinois
$595K +$310 +1 +0.1%
PHIC
2684
Pine Haven Investment Counsel
Massachusetts
$593K – – –
BWM
2685
BCS Wealth Management
Tennessee
$592K – – –
CT
2686
ClearAlpha Technologies
Connecticut
$592K +$529K +1,708 New
BSSFA
2687
Baron Silver Stevens Financial Advisors
Florida
$590K +$46.5K +150 +10%
PWMA
2688
Pension & Wealth Management Advisors
Massachusetts
$589K -$20.4K -66 -4%
LW
2689
Libra Wealth
California
$588K – – –
TCM
2690
Tributary Capital Management
Nebraska
$587K -$9.29K -30 -2%
PWM
2691
Palumbo Wealth Management
New York
$587K -$7.43K -24 -1%
FWP
2692
Firethorn Wealth Partners
Georgia
$587K +$34.4K +111 +7%
ACM
2693
Armbruster Capital Management
New York
$587K – – –
WS
2694
Wela Strategies
Georgia
$587K +$1.24K +4 +0.2%
BMC
2695
Benin Management Corp
Connecticut
$585K +$74.3K +240 +17%
CG
2696
Clarus Group
Texas
$584K -$40K -129 -7%
BEW
2697
Burton Enright Welch
California
$584K +$21.4K +69 +4%
HS
2698
Horan Securities
United States
$583K -$310 -1 -0.1%
CSB
2699
City State Bank
Iowa
$582K -$2.79K -9 -0.5%
MPW
2700
Monterey Private Wealth
California
$582K +$619 +2 +0.1%
106 107
108
109 110