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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3401
Seneschal Advisors
Washington
$69.6K – – –
MSWM
3402
Mowery & Schoenfeld Wealth Management
Illinois
$69K -$7.18K -95 -9%
GFA
3403
Godfrey Financial Associates
New York
$69K – – –
ISWM
3404
Intesa Sanpaolo Wealth Management
$68.5K -$54.3K -718 -44%
MAM
3405
Marquette Asset Management
Minnesota
$68.4K +$8.77K +116 +15%
SR
3406
Swiss Re
Switzerland
$68K – – –
TLFA
3407
True Link Financial Advisors
California
$67.8K +$67.4K +892 New
T
3408
Tidemark
California
$66.9K +$4.76K +63 +8%
ACM
3409
Anfield Capital Management
California
$65.8K +$38.1K +504 +140%
CW
3410
CrossGen Wealth
North Carolina
$65.6K – – –
RWM
3411
Raffa Wealth Management
District of Columbia
$64.6K +$10.2K +135 +19%
NL
3412
NVWM LLC
Pennsylvania
$64.3K – – –
TWD
3413
True Wealth Design
Ohio
$64.1K +$32.8K +434 +106%
HWM
3414
HighMark Wealth Management
Minnesota
$64K -$1.97K -26 -3%
CA
3415
Crewe Advisors
Utah
$62.4K +$14.7K +195 +31%
MWM
3416
Magnolia Wealth Management
Alabama
$62.2K +$61.8K +818 New
BBPWM
3417
Blue Bell Private Wealth Management
Pennsylvania
$61.5K +$24.9K +330 +69%
BFS
3418
Bare Financial Services
Pennsylvania
$61.1K +$4.08K +54 +7%
BDPWM
3419
Barnes Dennig Private Wealth Management
Ohio
$60.8K – – –
MFC
3420
Mechanics Financial Corp
Ohio
$60.8K – – –
KSB
3421
Kennebec Savings Bank
Maine
$60.1K -$15.3K -203 -20%
GIM
3422
Gold Investment Management
Alberta, Canada
$59.5K -$151 -2 -0.3%
JGCM
3423
Joseph Group Capital Management
Ohio
$58.8K +$17.8K +235 +44%
SA
3424
Strategic Advocates
Utah
$58.6K -$85.5K -1,131 -59%
BCM
3425
Boreal Capital Management
Florida
$58.4K – – –
135 136
137
138 139