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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1051
SJS Investment Consulting
Ohio
$13.6K +$7.77K +31 +182%
CAL
1052
Capital Advisors Ltd
Ohio
$13K – – –
AW
1053
Avion Wealth
Texas
$13K +$2K +8 +20%
NSIM
1054
North Star Investment Management
Illinois
$12.7K -$1K -4 -8%
WTA
1055
Washington Trust Advisors
Massachusetts
$12.4K +$11K +44 New
SGK
1056
Steigerwald Gordon & Koch
Virginia
$11.9K -$265K -1,059 -96%
JGCM
1057
Joseph Group Capital Management
Ohio
$11.9K +$10.5K +42 New
MAM
1058
Marquette Asset Management
Minnesota
$11.6K +$3.51K +14 +52%
WBWA
1059
William B. Walkup & Associates
South Carolina
$10.8K – – –
BFS
1060
Bare Financial Services
Pennsylvania
$10.7K +$1K +4 +12%
WAG
1061
Wilkerson Advisory Group
Missouri
$10.7K +$7.01K +28 +280%
CFSG
1062
Community Financial Services Group
Vermont
$10.7K +$9.27K +37 New
RWS
1063
Retirement Wealth Solutions
Wisconsin
$10.2K – – –
PGAM
1064
Princeton Global Asset Management
New Jersey
$10.2K – – –
CFM
1065
Cornerstone Financial Management
Massachusetts
$9.88K +$2.5K +10 +40%
BCM
1066
Boreal Capital Management
Florida
$9.6K – – –
WA
1067
Whipplewood Advisors
Colorado
$9.6K +$8.52K +34 New
KG
1068
Kilter Group
New York
$9.32K -$1.75K -7 -18%
SWM
1069
Spire Wealth Management
Virginia
$9.32K -$251 -1 -3%
DWP
1070
Destiny Wealth Partners
Florida
$9.32K +$8.27K +33 New
AP
1071
Aspect Partners
Virginia
$9.04K – – –
GWS
1072
Greykasell Wealth Strategies
California
$9.04K +$8.02K +32 New
HWP
1073
Highline Wealth Partners
California
$8.19K – – –
HFM
1074
Harvest Fund Management
China
$8K +$6.76K +27 New
SSG
1075
Summit Securities Group
New York
$7.91K -$132K -528 -95%
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