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Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
1801
O'Donnell Financial Services
California
$214K +$154K +6,366 New
HVIA
1802
Hudson Valley Investment Advisors
New York
$213K +$154K +6,350 New
BWM
1803
BlackDiamond Wealth Management
New York
$213K +$154K +6,339 New
FBFS
1804
First Business Financial Services
Wisconsin
$213K -$79.1K -3,264 -34%
FWA
1805
FSM Wealth Advisors
Ohio
$211K +$153K +6,302 New
AWG
1806
Altus Wealth Group
Colorado
$211K -$626K -25,848 -80%
WIM
1807
Westside Investment Management
California
$211K +$30.3K +1,250 +25%
OHWP
1808
Oak Harbor Wealth Partners
North Carolina
$210K +$152K +6,272 New
RTC
1809
Riverview Trust Company
Washington
$210K – – –
PWA
1810
Physician Wealth Advisors
Utah
$210K +$35.1K +1,449 +30%
BWM
1811
BCS Wealth Management
Tennessee
$210K +$151K +6,245 New
MS
1812
Mizuho Securities
Japan
$209K +$151K +6,216 New
PPW
1813
Pasadena Private Wealth
California
$208K +$150K +6,208 New
GD
1814
Grandfield & Dodd
New York
$208K +$150K +6,208 New
GWM
1815
GSB Wealth Management
Connecticut
$208K +$150K +6,200 New
BG
1816
Bollard Group
Massachusetts
$208K – – –
CP
1817
Canopy Partners
Ohio
$208K +$150K +6,190 New
TBT
1818
Texas Bank & Trust
Texas
$208K +$150K +6,186 New
MCWS
1819
McKinley Carter Wealth Services
West Virginia
$207K +$150K +6,177 New
MWA
1820
Miller Wealth Advisors
Colorado
$207K – – –
CCFCSB
1821
Cape Cod Five Cents Savings Bank
Massachusetts
$207K – – –
HWA
1822
HHM Wealth Advisors
Tennessee
$207K -$53.7K -2,218 -26%
LP
1823
LGL Partners
Pennsylvania
$206K +$149K +6,154 New
DFS
1824
Dixon Fnancial Services
California
$206K +$149K +6,149 New
CWA
1825
Centerline Wealth Advisors
Kentucky
$206K +$149K +6,143 New
71 72
73
74 75