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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
3151
Cape Cod Five Cents Savings Bank
Massachusetts
$307K +$11.3K +34 +4%
AGA
3152
Accuvest Global Advisors
Utah
$307K +$23.2K +70 +8%
FFMBT
3153
First Farmers & Merchants Bank Trust
Tennessee
$307K +$303K +912 New
LTL
3154
Lowery Thomas LLC
California
$307K +$303K +912 New
MAG
3155
MRA Advisory Group
New Jersey
$306K +$3.32K +10 +1%
SWIM
3156
Smallwood Wealth Investment Management
New Jersey
$304K +$300K +904 New
BFG
3157
Bouchey Financial Group
New York
$303K -$29.2K -88 -9%
EWG
3158
Executive Wealth Group
Washington
$303K – – –
CCA
3159
Clearwater Capital Advisors
Illinois
$302K – – –
PS
3160
Portfolio Strategies
New York
$302K +$12K +36 +4%
NWMG
3161
National Wealth Management Group
Ohio
$302K +$298K +897 New
PWA
3162
Peterson Wealth Advisors
Utah
$301K +$33.2K +100 +13%
AWP
3163
Abacus Wealth Partners
California
$300K -$36.9K -111 -11%
CAMV
3164
Concord Asset Management (Virginia)
Virginia
$300K +$296K +891 New
JMFC
3165
J.M. Forbes & Co
Massachusetts
$299K – – –
RWM
3166
Rockwood Wealth Management
Pennsylvania
$299K +$295K +888 New
TIAM2
3167
Tru Independence Asset Management 2
Oregon
$298K -$1.24M -3,735 -81%
BAM
3168
Brave Asset Management
New Jersey
$298K -$71.7K -216 -20%
STB
3169
S&T Bank
Pennsylvania
$297K +$293K +883 New
KL
3170
KilterHowling LLC
Colorado
$296K +$292K +881 New
ACP
3171
Arcus Capital Partners
Georgia
$296K -$459K -1,383 -61%
DJYG
3172
David J. Yvars Group
Florida
$295K -$644K -1,941 -69%
C
3173
CEDRUS
Colorado
$295K +$291K +877 New
E
3174
Ergoteles
New York
$294K -$95K -286 -25%
AWA
3175
Archvest Wealth Advisors
California
$294K +$290K +873 New
125 126
127
128 129