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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Copia Wealth Management
Oregon
$9.38K – – –
IWM
2052
IMG Wealth Management
Florida
$9.38K +$9.13K +20 New
LAM
2053
Lummis Asset Management
Texas
$8.91K – – –
PWA
2054
Principia Wealth Advisory
Texas
$8.91K +$1.83K +4 +27%
DWA
2055
Delos Wealth Advisors
Texas
$8.45K +$8.22K +18 New
GCM
2056
Gables Capital Management
Florida
$8.45K -$224K -490 -96%
FMTCOCP
2057
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
PP
2058
PFS Partners
New Jersey
$7.98K +$7.76K +17 New
FCAS
2059
First Command Advisory Services
Texas
$7.51K – – –
RWM
2060
Rialto Wealth Management
New York
$7.51K +$4.56K +10 +167%
BFPW
2061
BOK Financial Private Wealth
Colorado
$7.04K – – –
MDA
2062
Minot DeBlois Advisors
Massachusetts
$7.04K – – –
PWM
2063
Parkworth Wealth Management
California
$7.04K +$4.56K +10 +200%
STB
2064
S&T Bank
Pennsylvania
$7.04K +$5.48K +12 +400%
PCTC
2065
Perkins Coie Trust Company
Washington
$6.57K – – –
GEA
2066
Glen Eagle Advisors
New Jersey
$5.98K -$13.7K -30 -70%
HWA
2067
Heritage Wealth Advisors
Virginia
$5.63K – – –
MSFP
2068
Mark Sheptoff Financial Planning
Connecticut
$5.63K +$5.48K +12 New
SC
2069
Swan Capital
Florida
$5.16K +$5.02K +11 New
CIA
2070
Cape Investment Advisory
Georgia
$4.69K -$5.48K -12 -55%
FDW
2071
Fourth Dimension Wealth
Ohio
$4.69K – – –
LIM
2072
Longfellow Investment Management
Massachusetts
$4.69K – – –
CCMI
2073
Creative Capital Management Investments
California
$4.69K +$4.56K +10 New
CSB
2074
City State Bank
Iowa
$4.22K – – –
NL
2075
NVWM LLC
Pennsylvania
$4.22K +$456 +1 +13%
81 82
83
84 85