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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
3326
Safe Harbor Fiduciary
Florida
$93.8K +$108K +1,000 New
EP
3327
Essential Partners
California
$93.7K -$6.58K -61 -6%
BCWM
3328
Ball & Co Wealth Management
Tennessee
$93K +$2.69K +25 +3%
PWMG
3329
Private Wealth Management Group
New Jersey
$91.9K – – –
TAM
3330
Tucker Asset Management
Colorado
$91.5K +$105K +976 New
PP
3331
Pacifica Partners
Canada
$91K +$1.08K +10 +1%
BTD
3332
BankPlus Trust Department
Mississippi
$90.9K -$413K -3,830 -80%
1GI
3333
180 GPS Investments
$90.9K +$104K +969 New
WWA
3334
Wealth Watch Advisors
Colorado
$88.1K +$8.63K +80 +9%
FNWA
3335
Financial Network Wealth Advisors
Utah
$87.3K -$25.8K -239 -20%
HFS
3336
Hughes Financial Services
Virginia
$86.9K -$5.71K -53 -5%
PFSC
3337
Peoples Financial Services Corp
Pennsylvania
$86.3K – – –
HHMI
3338
Howard Hughes Medical Institute
Maryland
$85.6K -$755 -7 -0.8%
BC
3339
Barrett & Company
Rhode Island
$85K -$65K -603 -40%
MAM
3340
Meeder Asset Management
Ohio
$84.8K -$2.07M -19,226 -96%
MCA
3341
Maryland Capital Advisors
Maryland
$84.4K +$16.2K +150 +20%
FPF
3342
First Pacific Financial
Washington
$82.7K +$216 +2 +0.2%
RTL
3343
Red Tortoise LLC
Georgia
$81.6K – – –
BHWM
3344
Beaird Harris Wealth Management
Texas
$81K -$29.8K -276 -24%
AP
3345
Aspect Partners
Virginia
$80.8K +$7.76K +72 +9%
1IA
3346
1620 Investment Advisors
Massachusetts
$80.4K -$323 -3 -0.3%
CWM
3347
Consultiva Wealth Management
Puerto Rico
$79.7K – – –
BBPWM
3348
Blue Bell Private Wealth Management
Pennsylvania
$79.7K +$20.5K +190 +29%
SR
3349
Swiss Re
Switzerland
$79.7K +$91.6K +850 New
TCM
3350
Tradewinds Capital Management
Washington
$79.2K +$5.93K +55 +7%
132 133
134
135 136