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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2051
True Wealth Design
Ohio
$10.7K -$13.3K -31 -55%
WTA
2052
Washington Trust Advisors
Massachusetts
$10.7K -$6.43K -15 -38%
DPW
2053
DiNuzzo Private Wealth
Pennsylvania
$10.7K – – –
PIS
2054
POM Investment Strategies
North Carolina
$10.3K – – –
LWM
2055
Lodestone Wealth Management
Washington
$10.2K +$10.3K +24 New
CTWM
2056
Cherry Tree Wealth Management
Minnesota
$10K -$3.85K -9 -27%
GEA
2057
Glen Eagle Advisors
New Jersey
$9.88K -$1.71K -4 -15%
BFS
2058
Bare Financial Services
Pennsylvania
$9.81K -$9.85K -23 -50%
PS
2059
Pinney & Scofield
Massachusetts
$9.81K – – –
IAS
2060
IMA Advisory Services
Colorado
$9.81K +$8.14K +19 +475%
ME
2061
McIlrath & Eck
Washington
$9.38K +$9.42K +22 New
HWA
2062
HHM Wealth Advisors
Tennessee
$8.96K -$313K -730 -97%
HWM
2063
HighMark Wealth Management
Minnesota
$8.95K +$428 +1 +5%
PS
2064
PayPay Securities
Japan
$8.95K +$2.14K +5 +31%
CWM
2065
Copia Wealth Management
Oregon
$8.53K – – –
DF
2066
DecisionPoint Financial
Arizona
$8.53K – – –
OSNBOA
2067
Old Second National Bank of Aurora
Illinois
$8.53K +$8.57K +20 New
BFPW
2068
BOK Financial Private Wealth
Colorado
$8.1K -$9.42K -22 -54%
JGIA
2069
Jackson Grant Investment Advisers
Connecticut
$8.1K -$8.14K -19 -50%
LAM
2070
Lummis Asset Management
Texas
$8.1K – – –
RFA
2071
Reyes Financial Architecture
California
$8.1K +$8.14K +19 New
GCM
2072
Gables Capital Management
Florida
$7.67K – – –
PP
2073
PFS Partners
New Jersey
$7.3K – – –
OC
2074
Optima Capital
Oregon
$7.25K +$7.28K +17 New
FMTCOCP
2075
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
81 82
83
84 85