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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
4001
Gleason Group
Kentucky
$125K -$25.8K -53 -18%
BAM
4002
Bellevue Asset Management
Washington
$125K – – –
SR
4003
Syntax Research
Florida
$124K – – –
SHIM
4004
Stone House Investment Management
Pennsylvania
$119K +$12.6K +26 +12%
MAM
4005
Maytree Asset Management
Hong Kong
$116K +$112K +230 New
CTWM
4006
Cherry Tree Wealth Management
Minnesota
$113K +$16.5K +34 +18%
IWP
4007
IAG Wealth Partners
Wisconsin
$112K +$21.4K +44 +25%
PP
4008
Pacifica Partners
Canada
$112K – – –
FPFS
4009
First Personal Financial Services
North Carolina
$110K -$3.89K -8 -4%
TCM
4010
TruNorth Capital Management
Michigan
$109K -$8.26K -17 -7%
PCM
4011
Perritt Capital Management
Illinois
$109K – – –
SC
4012
Swan Capital
Florida
$106K +$102K +210 New
PPWM
4013
PFG Private Wealth Management
Florida
$104K – – –
RBC
4014
Roble Belko & Company
Pennsylvania
$103K – – –
APGC
4015
A.P. Gilfoyle & Co
New York
$102K – – –
PCA
4016
Providence Capital Advisors
North Carolina
$101K – – –
CFG
4017
CKW Financial Group
Hawaii
$101K – – –
LJHT
4018
Laurie J. Hall Trustee
$101K – – –
BG
4019
Bollard Group
Massachusetts
$99K – – –
KPP
4020
Kings Path Partners
Texas
$96.8K +$93.3K +192 New
FW
4021
Fairway Wealth
Ohio
$94.3K +$90.9K +187 New
RCM
4022
Richardson Capital Management
Wisconsin
$93.3K – – –
NP
4023
Ninepoint Partners
Ontario, Canada
$93.3K +$89.9K +185 New
EC
4024
EntryPoint Capital
New York
$92.3K +$38.9K +80 +78%
DPW
4025
DiNuzzo Private Wealth
Pennsylvania
$91.3K +$26.2K +54 +43%
159 160
161
162 163