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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
2076
Grove Bank & Trust
Florida
$150K +$5.29K +140 +4%
TM
2077
Torren Management
California
$150K +$153K +4,060 New
GWP
2078
Gen-Wealth Partners
Michigan
$148K -$38.6K -1,021 -20%
RDFA
2079
Ritter Daniher Financial Advisory
Ohio
$147K +$49.5K +1,311 +49%
ITIM
2080
Indiana Trust & Investment Management
Indiana
$146K -$37.8K -1,000 -20%
GKIM
2081
GW&K Investment Management
Massachusetts
$145K +$4.49K +119 +3%
MA
2082
Montag & Associates
Georgia
$144K -$2.83K -75 -2%
AIS
2083
Advocate Investing Services
Maryland
$143K +$146K +3,875 New
OAJ
2084
Ogorek Anthony Joseph
New York
$142K -$36.3K -962 -20%
CWP
2085
Concord Wealth Partners
Virginia
$142K -$9.86K -261 -6%
PMFA
2086
Plante Moran Financial Advisors
Michigan
$141K +$1.51K +40 +1%
CFO
2087
CVA Family Office
Colorado
$141K +$7.33K +194 +5%
JWA
2088
JFS Wealth Advisors
Pennsylvania
$141K +$14.4K +381 +11%
ACA
2089
American Capital Advisory
Idaho
$139K +$1.44K +38 +1%
KFG
2090
Kingdom Financial Group
Arizona
$139K +$142K +3,758 New
TFM
2091
TFC Financial Management
Massachusetts
$138K +$566 +15 +0.4%
MDA
2092
Minot DeBlois Advisors
Massachusetts
$138K -$438K -11,608 -76%
AA
2093
Addison Advisors
Vermont
$137K +$415 +11 +0.3%
RFS
2094
Richardson Financial Services
Massachusetts
$137K +$130K +3,451 +531%
KFP
2095
Kerr Financial Planning
California
$132K -$11.3K -300 -10%
SAS
2096
Stelac Advisory Services
New York
$131K -$17K -451 -11%
HIIFS
2097
Harel Insurance Investments & Financial Services
Israel
$130K -$1.42M -37,601 -91%
WWM
2098
Wolff Wiese Magana
California
$130K +$4.08K +108 +3%
BOJHT
2099
Bank of Jackson Hole Trust
Wyoming
$129K +$45.8K +1,213 +53%
SGK
2100
Steigerwald Gordon & Koch
Virginia
$127K -$3.78K -100 -3%
82 83
84
85 86