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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
1026
Banque Transatlantique
France
$136K +$11.9K +35 +5%
CB
1027
CNB Bank
Pennsylvania
$133K – – –
CMA
1028
Cedar Mountain Advisors
Oregon
$131K – – –
LWM
1029
Lodestone Wealth Management
Washington
$126K -$79.1K -232 -39%
PTC
1030
Private Trust Company
Ohio
$126K +$16.7K +49 +16%
PPA
1031
Pilgrim Partners Asia
Singapore
$123K – – –
PCFFS
1032
Pacific Center for Financial Services
California
$116K – – –
PMFA
1033
Plante Moran Financial Advisors
Michigan
$114K +$682 +2 +0.6%
PB
1034
Pinnacle Bancorp
Nebraska
$114K -$36.8K -108 -25%
BF
1035
Brooklyn FI
New York
$113K +$118K +346 New
HI
1036
Harbour Investments
Wisconsin
$109K +$60K +176 +130%
TWD
1037
True Wealth Design
Ohio
$108K +$15.3K +45 +17%
BC
1038
Barrett & Company
Rhode Island
$107K – – –
WB
1039
Webster Bank
Connecticut
$107K – – –
SSG
1040
Summit Securities Group
New York
$105K +$93.1K +273 +975%
DIP
1041
DT Investment Partners
Pennsylvania
$105K – – –
WETS
1042
Wealth Enhancement Trust Services
South Dakota
$105K +$18.8K +55 +22%
TWIM
1043
TIAA Wealth Investment Management
New York
$102K +$63.4K +186 +172%
DMBA
1044
Deseret Mutual Benefit Administrators
Utah
$97K -$26.3K -77 -22%
PPC
1045
Park Place Capital
Alabama
$93.5K – – –
WA
1046
Westfuller Advisors
New York
$91.4K – – –
FCAS
1047
First Command Advisory Services
Texas
$84.4K +$76.4K +224 +1,318%
CAM
1048
Costello Asset Management
Pennsylvania
$84K – – –
CSP
1049
Cary Street Partners
Virginia
$77.4K +$75.4K +221 New
TCOV
1050
Trust Company of Vermont
Vermont
$76.3K +$74.3K +218 New
40 41
42
43 44