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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1801
Vicus Capital
Pennsylvania
$214K +$155K +6,382 New
CIP
1802
Convergence Investment Partners
Florida
$214K +$154K +6,375 New
ODFS
1803
O'Donnell Financial Services
California
$214K +$154K +6,366 New
HVIA
1804
Hudson Valley Investment Advisors
New York
$213K +$154K +6,350 New
BWM
1805
BlackDiamond Wealth Management
New York
$213K +$154K +6,339 New
FBFS
1806
First Business Financial Services
Wisconsin
$213K -$79.1K -3,264 -34%
FWA
1807
FSM Wealth Advisors
Ohio
$211K +$153K +6,302 New
AWG
1808
Altus Wealth Group
Colorado
$211K -$626K -25,848 -80%
WIM
1809
Westside Investment Management
California
$211K +$30.3K +1,250 +25%
OHWP
1810
Oak Harbor Wealth Partners
North Carolina
$210K +$152K +6,272 New
RTC
1811
Riverview Trust Company
Washington
$210K – – –
PWA
1812
Physician Wealth Advisors
Utah
$210K +$35.1K +1,449 +30%
BWM
1813
BCS Wealth Management
Tennessee
$210K +$151K +6,245 New
MS
1814
Mizuho Securities
Japan
$209K +$151K +6,216 New
PPW
1815
Pasadena Private Wealth
California
$208K +$150K +6,208 New
GD
1816
Grandfield & Dodd
New York
$208K +$150K +6,208 New
GWM
1817
GSB Wealth Management
Connecticut
$208K +$150K +6,200 New
BG
1818
Bollard Group
Massachusetts
$208K – – –
CP
1819
Canopy Partners
Ohio
$208K +$150K +6,190 New
TBT
1820
Texas Bank & Trust
Texas
$208K +$150K +6,186 New
MCWS
1821
McKinley Carter Wealth Services
West Virginia
$207K +$150K +6,177 New
MWA
1822
Miller Wealth Advisors
Colorado
$207K – – –
CCFCSB
1823
Cape Cod Five Cents Savings Bank
Massachusetts
$207K – – –
HWA
1824
HHM Wealth Advisors
Tennessee
$207K -$53.7K -2,218 -26%
LP
1825
LGL Partners
Pennsylvania
$206K +$149K +6,154 New
71 72
73
74 75