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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2601
Ameliora Wealth Management
Switzerland
$70.8K – – –
POIA
2602
Pin Oak Investment Advisors
Texas
$70K -$67K -571 -50%
HDIM
2603
Hanson & Doremus Investment Management
Vermont
$70K -$3.05K -26 -4%
SFG
2604
Steward Financial Group
Texas
$70K +$68.7K +585 New
CSWM
2605
Cassady Schiller Wealth Management
Ohio
$69.8K +$68.1K +580 New
PP
2606
PrairieView Partners
Minnesota
$68K – – –
EE
2607
EWG Elevate
California
$67.3K +$65.6K +559 New
PCTC
2608
Perkins Coie Trust Company
Washington
$66.7K – – –
LSA
2609
Lansing Street Advisors
Pennsylvania
$66.4K +$52.4K +446 +421%
PAM
2610
Paradigm Asset Management
New York
$66.3K -$1.05M -8,950 -94%
CFG
2611
CKW Financial Group
Hawaii
$66K – – –
NOI
2612
Newton One Investments
Delaware
$65.6K – – –
APC
2613
Aspire Private Capital
North Carolina
$65.1K +$21.8K +186 +52%
FPFS
2614
First Personal Financial Services
North Carolina
$63.2K – – –
CAM
2615
Costello Asset Management
Pennsylvania
$62.5K -$3.76K -32 -6%
JGIA
2616
Jackson Grant Investment Advisers
Connecticut
$62.2K -$76.9K -655 -56%
CP
2617
Castleview Partners
Texas
$61.9K -$395K -3,368 -87%
PG
2618
Proffitt & Goodson
Tennessee
$60.4K +$11.7K +100 +25%
CB
2619
Centennial Bank
Arkansas
$60.2K +$58.7K +500 New
TC
2620
Tacita Capital
Ontario, Canada
$60K -$141K -1,202 -71%
FMP
2621
Financial Management Professionals
Texas
$60K -$21.8K -186 -27%
CPG
2622
Cornerstone Planning Group
New Jersey
$59.2K +$51.1K +435 New
FCG
2623
Financial Connections Group
California
$59K +$20.8K +177 +56%
BFPW
2624
BOK Financial Private Wealth
Colorado
$58.2K – – –
BEI
2625
Benjamin Edwards Inc
Missouri
$58K +$3.05K +26 +6%
103 104
105
106 107