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Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1826
United Advisor Group
Ohio
$837K +$82.3K +1,000 +12%
KCIC
1827
Kuhn & Co Investment Counsel
Illinois
$833K – – –
DWM
1828
Darwin Wealth Management
Florida
$833K -$499K -6,060 -39%
RFG
1829
Range Financial Group
Oregon
$833K +$770K +9,350 New
CWA
1830
Clarity Wealth Advisors
California
$832K +$41.2K +500 +6%
VCM
1831
Vivaldi Capital Management
Illinois
$829K +$19.8K +240 +3%
MC
1832
Mirabaud & Cie
Switzerland
$825K +$762K +9,260 New
CH
1833
Canton Hathaway
Rhode Island
$824K – – –
HIM
1834
Hillsdale Investment Management
Ontario, Canada
$824K -$140K -1,700 -16%
APW
1835
Aurora Private Wealth
New Jersey
$823K +$16.5K +200 +2%
BWM
1836
BCS Wealth Management
Tennessee
$822K -$11.5K -140 -1%
FZCM
1837
Flynn Zito Capital Management
New York
$817K +$417K +5,070 +124%
CT
1838
Colonial Trust
South Carolina
$814K +$494K +6,000 +192%
JCM
1839
Jacobi Capital Management
Pennsylvania
$814K -$4.94K -60 -0.7%
PCH
1840
PGIM Custom Harvest
New Jersey
$813K +$8.23K +100 +1%
BTW
1841
Boston Trust Walden
Massachusetts
$813K +$751K +9,120 New
MAG
1842
MRA Advisory Group
New Jersey
$813K -$42.8K -520 -5%
SB
1843
SIG Brokerage
New York
$812K +$750K +9,110 New
ATC
1844
Adirondack Trust Company
New York
$810K +$1.65K +20 +0.2%
CP
1845
Capital Planning
Washington
$809K +$747K +9,080 New
MSWM
1846
McGlone Suttner Wealth Management
Wisconsin
$808K +$27.2K +330 +4%
RFN
1847
Redwood Financial Network
Ohio
$805K -$9.05K -110 -1%
OWA
1848
ORBA Wealth Advisors
Illinois
$803K – – –
PG
1849
Patten Group
Tennessee
$803K +$36.2K +440 +5%
CL
1850
CSS LLC
Illinois
$802K -$329K -4,000 -31%
72 73
74
75 76