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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2601
Pin Oak Investment Advisors
Texas
$70K -$67K -571 -50%
HDIM
2602
Hanson & Doremus Investment Management
Vermont
$70K -$3.05K -26 -4%
SFG
2603
Steward Financial Group
Texas
$70K +$68.7K +585 New
CSWM
2604
Cassady Schiller Wealth Management
Ohio
$69.8K +$68.1K +580 New
PP
2605
PrairieView Partners
Minnesota
$68K – – –
EE
2606
EWG Elevate
California
$67.3K +$65.6K +559 New
PCTC
2607
Perkins Coie Trust Company
Washington
$66.7K – – –
LSA
2608
Lansing Street Advisors
Pennsylvania
$66.4K +$52.4K +446 +421%
PAM
2609
Paradigm Asset Management
New York
$66.3K -$1.05M -8,950 -94%
CFG
2610
CKW Financial Group
Hawaii
$66K – – –
NOI
2611
Newton One Investments
Delaware
$65.6K – – –
APC
2612
Aspire Private Capital
North Carolina
$65.1K +$21.8K +186 +52%
FPFS
2613
First Personal Financial Services
North Carolina
$63.2K – – –
CAM
2614
Costello Asset Management
Pennsylvania
$62.5K -$3.76K -32 -6%
JGIA
2615
Jackson Grant Investment Advisers
Connecticut
$62.2K -$76.9K -655 -56%
CP
2616
Castleview Partners
Texas
$61.9K -$395K -3,368 -87%
PG
2617
Proffitt & Goodson
Tennessee
$60.4K +$11.7K +100 +25%
CB
2618
Centennial Bank
Arkansas
$60.2K +$58.7K +500 New
TC
2619
Tacita Capital
Ontario, Canada
$60K -$141K -1,202 -71%
FMP
2620
Financial Management Professionals
Texas
$60K -$21.8K -186 -27%
CPG
2621
Cornerstone Planning Group
New Jersey
$59.2K +$51.1K +435 New
FCG
2622
Financial Connections Group
California
$59K +$20.8K +177 +56%
BFPW
2623
BOK Financial Private Wealth
Colorado
$58.2K – – –
BEI
2624
Benjamin Edwards Inc
Missouri
$58K +$3.05K +26 +6%
SOW
2625
State of Wyoming
Wyoming
$57.2K -$595K -5,068 -91%
103 104
105
106 107