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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2401
Smallwood Wealth Investment Management
New Jersey
$42.1K -$138 -3 -0.3%
MO
2402
McMillan Office
Michigan
$41.9K – – –
KA
2403
Kozak & Associates
Colorado
$41.7K – – –
ORAM
2404
One River Asset Management
Connecticut
$41.4K +$41.9K +915 +3,813%
RWS
2405
Retirement Wealth Solutions
Wisconsin
$40.9K +$4.67K +102 +12%
RCM
2406
Raleigh Capital Management
North Carolina
$40.8K +$5.82K +127 +16%
MDA
2407
Minot DeBlois Advisors
Massachusetts
$40.4K -$130K -2,832 -76%
PCFFS
2408
Pacific Center for Financial Services
California
$40.3K – – –
WG
2409
Wellington Group
Indiana
$40K +$6.97K +152 +20%
SIM
2410
Synergy Investment Management
Florida
$39.8K +$41.3K +902 New
VFM
2411
Vision Financial Markets
Connecticut
$39.7K – – –
IWS
2412
Intentional Wealth Strategies
Colorado
$39.3K +$40.8K +890 New
OCM
2413
Orion Capital Management
California
$39K +$138 +3 +0.3%
M
2414
MOTCO
Texas
$38.3K -$458 -10 -1%
HWM
2415
HighMark Wealth Management
Minnesota
$37.1K -$2.06K -45 -5%
SRCM
2416
Signature Resources Capital Management
California
$36.7K +$6.74K +147 +21%
CT
2417
Coastline Trust
Rhode Island
$36.4K +$32.1K +700 +560%
3FI
2418
3 Factor Indexing
California
$35.8K +$37.2K +812 New
FUBT
2419
First United Bank & Trust
Maryland
$35.3K – – –
KB
2420
Kimelman & Baird
New York
$35.3K – – –
SR
2421
Swiss Re
Switzerland
$35.2K – – –
GG
2422
Gleason Group
Kentucky
$34.6K – – –
FCG
2423
Financial Connections Group
California
$34K – – –
CCMI
2424
Creative Capital Management Investments
California
$33.9K – – –
KG
2425
Kilter Group
New York
$33.9K +$1.93K +42 +6%
95 96
97
98 99