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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
801
Bank of Jackson Hole Trust
Wyoming
$8.19K -$7.62K -50 -50%
FWM
802
FSA Wealth Management
Massachusetts
$8.19K – – –
HFM
803
Hartford Financial Management
Connecticut
$8.19K – – –
BSB
804
Bangor Savings Bank
Maine
$8.19K +$7.62K +50 New
RWM
805
Rialto Wealth Management
New York
$7.21K +$1.68K +11 +33%
TC
806
Truvestments Capital
Florida
$7.05K – – –
CAL
807
Capital Advisors Ltd
Ohio
$7K -$6.25K -41 -48%
AW
808
Avion Wealth
Texas
$7K +$3.2K +21 +84%
RAM
809
Riggs Asset Management
Pennsylvania
$6.55K +$6.1K +40 New
HI
810
Harbour Investments
Wisconsin
$6.39K -$343K -2,251 -98%
FFO
811
Fortitude Family Office
Arizona
$6.39K +$2.29K +15 +63%
WA
812
Whipplewood Advisors
Colorado
$6.06K +$2.59K +17 +85%
HHMI
813
Howard Hughes Medical Institute
Maryland
$6.06K +$5.64K +37 New
PGAM
814
Princeton Global Asset Management
New Jersey
$5.9K +$5.49K +36 New
AP
815
Aspect Partners
Virginia
$5.24K – – –
GWP
816
Gen-Wealth Partners
Michigan
$5.24K – – –
RWS
817
Retirement Wealth Solutions
Wisconsin
$5.24K – – –
JWA
818
JFS Wealth Advisors
Pennsylvania
$5.08K -$5.49K -36 -54%
SRCM
819
Signature Resources Capital Management
California
$4.92K +$4.57K +30 New
HWP
820
Highline Wealth Partners
California
$4.75K +$1.22K +8 +38%
KG
821
Kilter Group
New York
$4.26K +$3.96K +26 New
NSIM
822
North Star Investment Management
Illinois
$4.26K – – –
SPF
823
South Plains Financial
Texas
$4.26K – – –
BFS
824
Bare Financial Services
Pennsylvania
$4.26K +$3.05K +20 +333%
CFS
825
Compass Financial Services
Iowa
$4.1K – – –
31 32
33
34 35