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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2626
New England Capital Financial Advisors
Connecticut
$63K +$5.08K +14 +9%
CBT
2627
CoreFirst Bank & Trust
Kansas
$61.8K – – –
HFS
2628
HBC Financial Services
Washington
$61K – – –
GA
2629
GoalVest Advisory
New York
$60.7K – – –
DWMG
2630
DB Wealth Management Group
California
$60.7K – – –
TIM
2631
Tortoise Investment Management
New York
$60.7K – – –
BSB
2632
Bangor Savings Bank
Maine
$60.3K – – –
BA
2633
Bellwether Advisors
Nebraska
$59.2K -$898K -2,472 -94%
MIA
2634
Milestone Investment Advisors
Wisconsin
$58.9K +$58.8K +162 New
BBPWM
2635
Blue Bell Private Wealth Management
Pennsylvania
$56.7K – – –
MCA
2636
Maryland Capital Advisors
Maryland
$56.3K – – –
RWM
2637
Raffa Wealth Management
District of Columbia
$56.3K – – –
ECM
2638
Estabrook Capital Management
New York
$55.6K – – –
CPFP
2639
Clear Perspectives Financial Planning
Ohio
$54.5K – – –
FRA
2640
Front Row Advisors
California
$51K +$4.36K +12 +9%
SWM
2641
Sugarloaf Wealth Management
Georgia
$50.9K – – –
WSC
2642
Wellington Shields & Co
New York
$50.9K – – –
GWSA
2643
Global Wealth Strategies & Associates
Colorado
$49.8K +$23.6K +65 +90%
SC
2644
Schubert & Co
Texas
$49.4K +$726 +2 +1%
RG
2645
Retirement Group
California
$48K +$4.36K +12 +10%
EWP
2646
Elevation Wealth Partners
California
$47.6K +$47.6K +131 New
HI
2647
Hoey Investments
Pennsylvania
$46.5K -$10.2K -28 -18%
WAM
2648
WFA Asset Management
Wisconsin
$46.2K – – –
FCT
2649
First Community Trust
Iowa
$46.2K – – –
GFWA
2650
Grey Fox Wealth Advisors
Delaware
$45.4K +$2.91K +8 +7%
104 105
106
107 108