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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
5076
Bear Mountain Capital
Washington
$68.3K -$35.4K -53 -33%
PIS
5077
POM Investment Strategies
North Carolina
$68.1K +$45.4K +68 +194%
KLWA
5078
Kelly Lawrence W & Associates
California
$66K – – –
TJHA
5079
Thomas J. Herzfeld Advisors
Florida
$66K – – –
EI
5080
eCIO Inc
Wisconsin
$66K +$66.8K +100 New
GWM
5081
Gilpin Wealth Management
Colorado
$65.3K +$66.1K +99 New
PCA
5082
PMV Capital Advisers
Texas
$63.4K +$13.4K +20 +26%
BCWM
5083
Ball & Co Wealth Management
Tennessee
$63K – – –
MFG
5084
Mendota Financial Group
Wisconsin
$62K -$4.01K -6 -6%
DCM
5085
Dorato Capital Management
Colorado
$61.6K +$66.8K +100 New
PP
5086
PFS Partners
New Jersey
$61.4K -$1.34K -2 -2%
GCM
5087
Glynn Capital Management
California
$60.7K – – –
CF
5088
Conquis Financial
California
$56.8K – – –
PSB
5089
Piscataqua Savings Bank
New Hampshire
$54.8K +$2K +3 +4%
CAM
5090
Capco Asset Management
Florida
$54.1K +$4.67K +7 +9%
MS
5091
Monetary Solutions
Ohio
$52.8K +$53.4K +80 New
MTI
5092
Merrithew & Thorsten Inc
California
$52K +$52.8K +79 New
FW
5093
Fairway Wealth
Ohio
$51.5K +$14K +21 +37%
CYG
5094
Clean Yield Group
Vermont
$50.8K – – –
MBFW
5095
Morton Brown Family Wealth
Pennsylvania
$49.5K -$55.4K -83 -53%
NL
5096
NorthAvenue LLC
Ohio
$49.5K +$50.1K +75 New
EF
5097
Entrust Financial
Pennsylvania
$48.2K +$48.7K +73 New
WW
5098
Winnow Wealth
Texas
$47.6K -$45.4K -68 -49%
DWA
5099
Delos Wealth Advisors
Texas
$47.5K -$39.4K -59 -45%
KCM
5100
Key Capital Management
Tennessee
$47.5K +$48.1K +72 New
202 203
204
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