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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1651
GSB Wealth Management
Connecticut
$219K – – –
ML
1652
Mayport LLC
Massachusetts
$219K – – –
SRC
1653
Sage Rhino Capital
California
$218K +$209K +458 New
BST
1654
Bath Savings Trust
Maine
$218K -$19.2K -42 -8%
OPPS
1655
Obsidian Personal Planning Solutions
Maryland
$216K -$456 -1 -0.2%
CAL
1656
Capital Advisors Ltd
Ohio
$215K +$2.74K +6 +1%
DAM
1657
Doheny Asset Management
California
$215K +$205K +450 New
AWM
1658
Austin Wealth Management
Texas
$214K +$208K +455 New
WAM
1659
Werlinich Asset Management
Connecticut
$212K +$593K +1,300 New
SFI
1660
SPC Financial Inc
Maryland
$212K +$203K +444 New
KIG
1661
Kowal Investment Group
Wisconsin
$211K +$202K +442 New
BFA
1662
Beaumont Financial Advisors
Massachusetts
$209K +$200K +438 New
LWM
1663
Laidlaw Wealth Management
New York
$209K +$200K +438 New
PWM
1664
Paulson Wealth Management
Illinois
$209K +$200K +438 New
MFWP
1665
Mosaic Family Wealth Partners
Missouri
$209K +$200K +438 New
MPWS
1666
McCarter Private Wealth Services
Massachusetts
$208K +$199K +437 New
MW
1667
Maia Wealth
Colorado
$208K +$200K +439 New
CA
1668
Carson Advisory
Georgia
$208K +$199K +437 New
BSB
1669
Bangor Savings Bank
Maine
$208K +$152K +334 +331%
CAAM
1670
Cornerstone Advisors Asset Management
Pennsylvania
$207K +$198K +435 New
WIC
1671
Woodmont Investment Counsel
Tennessee
$207K +$198K +434 New
HCM
1672
Howard Capital Management
Georgia
$206K +$197K +432 New
LWM
1673
LongView Wealth Management
Georgia
$206K +$197K +431 New
OWA
1674
Opal Wealth Advisors
New York
$205K -$6.84K -15 -3%
BFA
1675
Beacon Financial Advisory
Ohio
$204K +$195K +427 New
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