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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1826
Clearstead Trust
Maine
$58.2K -$25.3K -422 -34%
PSFG
1827
Park Square Financial Group
Georgia
$57.3K -$11.1K -185 -19%
MCA
1828
Maryland Capital Advisors
Maryland
$56.8K – – –
AT
1829
Arlington Trust
Alabama
$56.6K -$128K -2,135 -73%
KA
1830
Kozak & Associates
Colorado
$55.8K -$360 -6 -0.8%
TCM
1831
Tradewinds Capital Management
Washington
$55.5K +$240 +4 +0.5%
PWAM
1832
Private Wealth Asset Management
Iowa
$55.1K -$5.52K -92 -11%
GWM
1833
Gitterman Wealth Management
New Jersey
$53.8K +$45.5K +758 New
FMB
1834
Field & Main Bank
Kentucky
$53.3K +$12K +200 +36%
RDFA
1835
Ritter Daniher Financial Advisory
Ohio
$53.3K +$23.2K +387 +107%
PWMG
1836
Prestige Wealth Management Group
New Jersey
$52.8K -$170K -2,840 -79%
EWP
1837
Elevation Wealth Partners
California
$52.1K +$60 +1 +0.1%
NC
1838
NewSquare Capital
Pennsylvania
$52K +$15.5K +258 +54%
FDW
1839
Fourth Dimension Wealth
Ohio
$50.7K -$66K -1,100 -61%
KFI
1840
Key Financial Inc
Pennsylvania
$50.4K +$4.44K +74 +12%
WCM
1841
WealthTrak Capital Management
Virginia
$49.9K +$1.8K +30 +4%
CYG
1842
Clean Yield Group
Vermont
$49.7K -$3.84K -64 -8%
DI
1843
DAGCO Inc
Ohio
$48K – – –
BHWM
1844
Beaird Harris Wealth Management
Texas
$47.5K -$30.8K -513 -43%
DF
1845
DecisionPoint Financial
Arizona
$47.1K +$120 +2 +0.3%
BCMLT
1846
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.6K +$2.58K +43 +7%
UBP
1847
Union Bancaire Privee
Switzerland
$46.1K +$27.6K +460 +159%
FP
1848
Financial Perspectives
Minnesota
$45.2K +$120 +2 +0.3%
WA
1849
WPG Advisers
Maryland
$45K -$1.32K -22 -3%
OC
1850
Oakworth Capital
Alabama
$43.5K -$42.4K -707 -54%
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