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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1201
WhitTier Trust Company
Nevada
$105K – – –
SSB
1202
Sandy Spring Bank
Maryland
$104K – – –
PPWM
1203
PFG Private Wealth Management
Florida
$103K +$112K +1,319 New
MAWCM
1204
Mine & Arao Wealth Creation & Management
California
$101K – – –
WWM
1205
Wolff Wiese Magana
California
$95K -$21.1K -247 -17%
ASBI
1206
American State Bank (Iowa)
Iowa
$93.5K – – –
CCM
1207
Cribstone Capital Management
Maine
$86K -$18.8K -220 -17%
CMF
1208
Counterpoint Mutual Funds
California
$86K +$93.9K +1,102 New
CFD
1209
Creative Financial Designs
Indiana
$83K – – –
SWA
1210
Sutton Wealth Advisors
Florida
$80.2K +$1.02K +12 +1%
AS
1211
Altshuler Shaham
Israel
$79K +$85.9K +1,008 New
FCT
1212
First Community Trust
Iowa
$78K – – –
TF
1213
TimeScale Financial
Massachusetts
$78K +$171 +2 +0.2%
APW
1214
Acima Private Wealth
Virginia
$78K +$85.3K +1,000 New
ECM
1215
EMC Capital Management
Texas
$78K +$85.3K +1,000 New
SC
1216
Stephens Consulting
Michigan
$77.9K -$85.3K -1,000 -50%
GI
1217
Gradient Investments
Minnesota
$77K +$15.3K +180 +22%
CBT
1218
Central Bank & Trust
Kentucky
$76K – – –
CBT
1219
CoreFirst Bank & Trust
Kansas
$72K – – –
CWP
1220
Concord Wealth Partners
Virginia
$72K +$9.97K +117 +14%
CT
1221
Cambridge Trust
Massachusetts
$70K -$42.2K -495 -35%
KFI
1222
Key Financial Inc
Pennsylvania
$69K – – –
RTC
1223
Riverview Trust Company
Washington
$69K +$76K +892 New
CI
1224
Carroll Investors
South Carolina
$68K – – –
SAM
1225
S.A. Mason
Michigan
$68K +$21.3K +250 +40%
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