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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1651
Community Bank
New York
$131K -$13.5K -600 -8%
SWM
1652
Sugarloaf Wealth Management
Georgia
$130K -$4.51K -200 -3%
EWP
1653
Elevation Wealth Partners
California
$128K +$4.51K +200 +3%
APW
1654
Aventura Private Wealth
Florida
$128K +$143K +6,360 New
MFC
1655
Mechanics Financial Corp
Ohio
$127K – – –
CT
1656
Clearstead Trust
Maine
$126K -$84K -3,727 -37%
PFSC
1657
Peoples Financial Services Corp
Pennsylvania
$125K – – –
FFL
1658
Financial Freedom LLC
Ohio
$125K -$57.6K -2,555 -29%
MWA
1659
Miller Wealth Advisors
Colorado
$124K +$3.83K +170 +3%
GFPC
1660
Global Financial Private Client
Florida
$124K -$81.3K -3,607 -37%
OLVIG
1661
Oliver Lagore Vanvalin Investment Group
Michigan
$123K +$45 +2 +0%
RS
1662
R Squared
Hong Kong
$123K +$138K +6,140 New
GIM
1663
Generali Investments Management
Slovenia
$122K +$137K +6,096 New
TFM
1664
TFC Financial Management
Massachusetts
$122K +$473 +21 +0.3%
GSIAS
1665
Garden State Investment Advisory Services
New Jersey
$121K +$136K +6,030 New
CFG
1666
CKW Financial Group
Hawaii
$120K -$1.87K -83 -1%
CWP
1667
Concord Wealth Partners
Virginia
$120K -$280K -12,417 -68%
ITIM
1668
Indiana Trust & Investment Management
Indiana
$119K +$3.61K +160 +3%
BG
1669
Bollard Group
Massachusetts
$118K – – –
MWA
1670
Medallion Wealth Advisors
Connecticut
$117K +$131K +5,808 New
ZB
1671
Zions Bancorporation
Utah
$117K -$16.5K -731 -11%
WFA
1672
Wellspring Financial Advisors
Ohio
$117K -$120K -5,320 -27%
GIA
1673
GHP Investment Advisors
Colorado
$116K -$32.2K -1,427 -20%
PIS
1674
POM Investment Strategies
North Carolina
$114K -$4.51K -200 -3%
SSG
1675
Summit Securities Group
New York
$114K +$15.4K +682 +14%
65 66
67
68 69