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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2051
JPL Wealth Management
Colorado
$130K +$13.2K +26 +12%
NRG
2052
Nemes Rush Group
Michigan
$124K +$2.53K +5 +2%
VNA
2053
Valley National Advisers
Pennsylvania
$122K +$506 +1 +0.4%
1NWS
2054
1 North Wealth Services
Maryland
$121K – – –
TLA
2055
Tanglewood Legacy Advisors
Texas
$119K – – –
WPWM
2056
Western Pacific Wealth Management
Illinois
$119K -$44.1K -87 -28%
RF
2057
Roxbury Financial
New Jersey
$118K +$506 +1 +0.4%
PUI
2058
Purpose Unlimited Inc
$118K – – –
FP
2059
Financial Perspectives
Minnesota
$117K – – –
BC
2060
Barrett & Company
Rhode Island
$112K +$109K +215 New
FB
2061
First Bancorp
Maine
$112K +$109K +215 New
WBC
2062
West Branch Capital
Massachusetts
$111K -$41K -81 -27%
BWS
2063
Buck Wealth Strategies
Colorado
$111K +$108K +214 New
KTC
2064
Kentucky Trust Company
Kentucky
$110K +$1.01K +2 +1%
OA
2065
Operose Advisors
Wisconsin
$110K +$2.53K +5 +2%
BIA
2066
Bell Investment Advisors
California
$109K +$1.01K +2 +1%
APFP
2067
Action Point Financial Planning
Michigan
$109K +$110K +218 New
CAL
2068
Capital Analysts LLC
Pennsylvania
$108K -$15.7K -31 -13%
B
2069
Bayban
Minnesota
$108K – – –
CCAM
2070
Cascades Capital Asset Management
North Carolina
$107K – – –
SNB
2071
Security National Bank
Nebraska
$106K +$2.03K +4 +2%
FDCP
2072
Foster Dykema Cabot & Partners
Massachusetts
$105K – – –
SHIM
2073
Stone House Investment Management
Pennsylvania
$105K +$102K +201 +20,100%
EWM
2074
Evermay Wealth Management
Virginia
$104K -$10.1K -20 -9%
TIM
2075
Thompson Investment Management
Wisconsin
$104K – – –
81 82
83
84 85