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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2226
PFS Partners
New Jersey
$91.5K +$8.19K +250 +9%
EFP
2227
EnRich Financial Partners
Wisconsin
$89.3K -$3.28K -100 -3%
M
2228
MOTCO
Texas
$87.1K -$9.83K -300 -10%
CTA
2229
Colonial Trust Advisors
South Carolina
$86.4K +$7.11K +217 +8%
MLA
2230
MB, Levis & Associates
Pennsylvania
$86.2K – – –
QL
2231
Quarry LP
New York
$81.4K +$86.1K +2,629 New
LIA
2232
Lynx Investment Advisory
District of Columbia
$80.5K +$85.2K +2,600 New
TFF
2233
The Family Firm
Maryland
$80.4K +$85K +2,595 New
AW
2234
Avion Wealth
Texas
$80K -$426 -13 -0.5%
PWMA
2235
Pension & Wealth Management Advisors
Massachusetts
$79.9K – – –
CWM
2236
CarsonAllaria Wealth Management
Illinois
$77.7K +$33 +1 +0%
MCA
2237
Maryland Capital Advisors
Maryland
$77.4K – – –
TC
2238
Tacita Capital
Ontario, Canada
$77.4K – – –
AP
2239
Aspect Partners
Virginia
$76.9K +$2.62K +80 +3%
TCM
2240
Tradewinds Capital Management
Washington
$75.5K +$4.49K +137 +6%
WBC
2241
West Branch Capital
Massachusetts
$75.1K -$12.7K -389 -14%
OCM
2242
Orion Capital Management
California
$74.4K – – –
WAM
2243
WFA Asset Management
Wisconsin
$73.6K -$9.54K -291 -11%
DPW
2244
DiNuzzo Private Wealth
Pennsylvania
$73.4K -$524 -16 -0.7%
TCCM
2245
Timber Creek Capital Management
Massachusetts
$71.4K – – –
VWM
2246
Venturi Wealth Management
Texas
$70.4K +$30.3K +926 +69%
RBC
2247
Roble Belko & Company
Pennsylvania
$70K – – –
OC
2248
Oakmont Corp
California
$69.9K – – –
TCM
2249
TruNorth Capital Management
Michigan
$69.3K +$17.6K +538 +32%
CAC
2250
Core Alternative Capital
Georgia
$69.2K – – –
88 89
90
91 92