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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Manchester Capital Management
Vermont
$20.8K +$1.31K +6 +8%
LF
1102
LifeSteps Financial
California
$20.8K +$18.6K +85 New
ATC
1103
Adirondack Trust Company
New York
$20.1K – – –
WETS
1104
Wealth Enhancement Trust Services
South Dakota
$19.6K +$12K +55 +220%
JWA
1105
JFS Wealth Advisors
Pennsylvania
$19.1K – – –
STB
1106
S&T Bank
Pennsylvania
$18.6K -$3.06K -14 -16%
GIA
1107
GHP Investment Advisors
Colorado
$18.4K – – –
FC
1108
Financial Consulate
Maryland
$18.4K +$219 +1 +1%
EP
1109
Evelyn Partners
$18.4K +$16.4K +75 New
KFA
1110
Kelleher Financial Advisors
New York
$18.4K +$16.4K +75 New
MAS
1111
MPWM Advisory Solutions
Georgia
$17.2K -$5.91K -27 -28%
WFG
1112
Wormser Freres Gestion
France
$16.2K +$14.4K +66 New
MDA
1113
Minot DeBlois Advisors
Massachusetts
$15.9K +$14.2K +65 New
SFCL
1114
Strengthening Families & Communities LLC
Massachusetts
$15.2K – – –
DWM
1115
Dogwood Wealth Management
Kansas
$15.2K +$1.09K +5 +9%
AS
1116
Altshuler Shaham
Israel
$14.7K -$1.89M -8,630 -99%
VR
1117
Vision Retirement
New Jersey
$14.7K – – –
OWP
1118
ORG Wealth Partners
Texas
$14.7K -$875 -4 -6%
SIS
1119
Strategic Investment Solutions
Illinois
$14.7K – – –
SC
1120
SouthState Corp
Florida
$14.5K +$656 +3 +5%
CAL
1121
Capital Advisors Ltd
Ohio
$14K – – –
WAG
1122
Wilkerson Advisory Group
Missouri
$14K +$1.09K +5 +10%
CTC
1123
Central Trust Company
Missouri
$13.7K -$32.4K -148 -73%
SIM
1124
Synergy Investment Management
Florida
$13.2K +$10.7K +49 New
HFS
1125
Hughes Financial Services
Virginia
$13.2K – – –
43 44
45
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