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Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2801
Boyd Watterson Asset Management
Ohio
$214K – – –
NA
2802
Nordwand Advisors
Pennsylvania
$214K – – –
ESBC
2803
E.S. Barr & Co
Kentucky
$214K +$198K +2,400 New
FFWA
2804
FRG Family Wealth Advisors
Washington
$214K +$198K +2,400 New
MF
2805
Manchester Financial
California
$213K +$197K +2,390 New
ACA
2806
Aspire Capital Advisors
Washington
$213K +$197K +2,390 New
CCB
2807
Cutter & Co Brokerage
Missouri
$212K +$196K +2,380 New
EMC
2808
Everest Management Corp
California
$212K +$196K +2,380 New
TCM
2809
Towercrest Capital Management
Pennsylvania
$212K +$196K +2,380 New
GFG
2810
Greystone Financial Group
Michigan
$211K +$195K +2,370 New
PWS
2811
Proactive Wealth Strategies
Georgia
$211K +$195K +2,370 New
FAT
2812
First American Trust
California
$210K +$194K +2,360 New
HWMC
2813
Heritage Wealth Management (California)
California
$210K +$194K +2,360 New
PA
2814
Promethium Advisors
Maryland
$209K -$77.4K -940 -29%
DCP
2815
DSM Capital Partners
Florida
$209K +$14K +170 +8%
LLWM
2816
Life Line Wealth Management
California
$209K +$193K +2,350 New
WWM
2817
Wiser Wealth Management
Georgia
$209K +$193K +2,350 New
FWM
2818
FFT Wealth Management
Pennsylvania
$209K +$193K +2,350 New
SC
2819
SouthState Corp
Florida
$209K +$1.65K +20 +0.9%
PHAM
2820
Palisades Hudson Asset Management
Florida
$208K +$192K +2,330 New
BP
2821
BBR Partners
New York
$208K +$192K +2,330 New
WCM
2822
Warburton Capital Management
Oklahoma
$207K +$192K +2,330 New
AFGAS
2823
Allegiance Financial Group Advisory Services
Virginia
$207K +$191K +2,320 New
FWM
2824
Fortress Wealth Management
California
$207K +$191K +2,320 New
WHCI
2825
W.H. Cornerstone Investments
Massachusetts
$207K +$191K +2,320 New
111 112
113
114 115