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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
3151
CBIZ Investment Advisory Services
Ohio
$116K +$5.7K +80 +5%
FDP
3152
Financiere des Professionnels
Quebec, Canada
$113K – – –
LD
3153
Lipe & Dalton
New York
$113K – – –
PA
3154
Pineridge Advisors
Missouri
$113K +$1.35K +19 +1%
1NWS
3155
1 North Wealth Services
Maryland
$112K – – –
CTWM
3156
Cherry Tree Wealth Management
Minnesota
$111K -$24.9K -350 -18%
AW
3157
Avion Wealth
Texas
$110K -$4.77K -67 -4%
RCM
3158
Richardson Capital Management
Wisconsin
$110K – – –
WA
3159
Whipplewood Advisors
Colorado
$110K +$13.6K +191 +14%
SHIM
3160
Stone House Investment Management
Pennsylvania
$109K -$7.84K -110 -7%
DMIC
3161
Dixon Mitchell Investment Counsel
British Columbia, Canada
$108K – – –
OA
3162
Operose Advisors
Wisconsin
$108K – – –
CT
3163
Coastline Trust
Rhode Island
$107K -$712 -10 -0.7%
SWIM
3164
Smallwood Wealth Investment Management
New Jersey
$107K -$10.7K -150 -9%
SGC
3165
Slocum, Gordon & Co
Rhode Island
$106K – – –
OIA
3166
Optimum Investment Advisors
Illinois
$106K – – –
AWM
3167
AllSquare Wealth Management
New York
$106K – – –
RBC
3168
Roble Belko & Company
Pennsylvania
$105K +$285 +4 +0.3%
DF
3169
Dunhill Financial
United Kingdom
$105K +$40.6K +570 +63%
QL
3170
Quarry LP
New York
$104K +$105K +1,477 New
BIM
3171
Breakwater Investment Management
Washington
$104K – – –
WCMN
3172
Westchester Capital Management (Nebraska)
Nebraska
$103K – – –
IMC
3173
Investment Management Corporation
Virginia
$103K +$712 +10 +0.7%
GWSA
3174
Global Wealth Strategies & Associates
Colorado
$98.6K -$3.13K -44 -3%
SC
3175
Sawyer & Company
Massachusetts
$98.3K – – –
125 126
127
128 129