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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3076
Financial Perspectives
Minnesota
$113K +$24.2K +371 +26%
MDA
3077
Minot DeBlois Advisors
Massachusetts
$112K +$117K +1,800 New
CA
3078
Crewe Advisors
Utah
$111K -$51.6K -791 -31%
FPF
3079
First Pacific Financial
Washington
$108K – – –
RTC
3080
Riverview Trust Company
Washington
$107K -$1.11K -17 -1%
ATC
3081
Advantage Trust Company
Kansas
$107K – – –
AWM
3082
Ameliora Wealth Management
Switzerland
$107K +$112K +1,720 New
PIS
3083
POM Investment Strategies
North Carolina
$106K -$7.96K -122 -7%
SIM
3084
Synergy Investment Management
Florida
$106K +$111K +1,708 New
OBWP
3085
O'Brien Wealth Partners
Massachusetts
$106K -$3.98K -61 -3%
TCM
3086
TruNorth Capital Management
Michigan
$103K – – –
FLP
3087
Financial Life Planners
Arizona
$103K +$108K +1,651 New
AW
3088
Avion Wealth
Texas
$101K +$11.3K +173 +12%
CJL
3089
Cyrus J. Lawrence
New York
$101K +$16K +245 +18%
LD
3090
Lipe & Dalton
New York
$100K -$13.1K -200 -11%
RFA
3091
Reyes Financial Architecture
California
$99.6K +$104K +1,600 New
OCM
3092
Orion Capital Management
California
$99.1K +$104K +1,592 New
VAG
3093
VisionPoint Advisory Group
Texas
$96.8K – – –
WA
3094
Whipplewood Advisors
Colorado
$96.7K +$101K +1,553 New
RCM
3095
Richardson Capital Management
Wisconsin
$96.5K +$58.7K +900 +138%
MAS
3096
MPWM Advisory Solutions
Georgia
$96.3K +$101K +1,547 New
OA
3097
Operose Advisors
Wisconsin
$94.8K -$88.1K -1,350 -47%
CT
3098
Coastline Trust
Rhode Island
$94.7K -$132K -2,020 -57%
DMIC
3099
Dixon Mitchell Investment Counsel
British Columbia, Canada
$94.7K – – –
SGC
3100
Slocum, Gordon & Co
Rhode Island
$93.4K – – –
122 123
124
125 126