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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1801
Trifecta Capital Advisors
Illinois
$36.3K +$26.5K +800 +320%
HDIM
1802
Hanson & Doremus Investment Management
Vermont
$35K -$8.6K -260 -21%
AWM
1803
Ameliora Wealth Management
Switzerland
$34.5K -$33.1K -1,000 -50%
KSWA
1804
Kathleen S. Wright Associates
Pennsylvania
$34.5K -$993 -30 -3%
RA
1805
Rise Advisors
New York
$34.5K -$331 -10 -1%
FNBOSM
1806
First National Bank of South Miami
Florida
$34.5K – – –
OCM
1807
Osterweis Capital Management
California
$34.5K – – –
TLA
1808
Tanglewood Legacy Advisors
Texas
$34.5K – – –
NA
1809
Nordwand Advisors
Pennsylvania
$34.5K +$33.1K +1,000 New
CSB
1810
City State Bank
Iowa
$34K – – –
CWAF
1811
Core Wealth Advisors (Florida)
Florida
$33.2K – – –
SVCP
1812
Silicon Valley Capital Partners
California
$31.1K +$13.2K +400 +80%
MCM
1813
Manchester Capital Management
Vermont
$30.4K +$28.8K +870 +8,700%
CT
1814
Caldwell Trust
Florida
$30.1K +$20.5K +620 +248%
RG
1815
Retirement Group
California
$30K +$9.93K +300 +53%
BC
1816
Barrett & Company
Rhode Island
$29.5K -$8.27K -250 -23%
OC
1817
Oakworth Capital
Alabama
$28.3K – – –
BAM
1818
Baldrige Asset Management
Pennsylvania
$28K +$16.5K +500 +156%
MFT
1819
Moisand Fitzgerald Tamayo
Florida
$28K – – –
FFA
1820
Fairfield Financial Advisors
Massachusetts
$27.4K – – –
BONH
1821
Bank of New Hampshire
New Hampshire
$25.9K -$71.5K -2,160 -74%
AWM
1822
Avondale Wealth Management
Texas
$25.9K – – –
CSPAM
1823
Cary Street Partners Asset Management
Virginia
$25.9K – – –
TLCM
1824
Twin Lakes Capital Management
California
$25.6K – – –
LB
1825
Legacy Bridge
Iowa
$24.5K – – –
71 72
73
74 75