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Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1951
Hanson & Doremus Investment Management
Vermont
$95K -$35.6K -360 -27%
PWAM
1952
Private Wealth Asset Management
Iowa
$94.8K +$1.49K +15 +2%
FMII
1953
Farmers & Merchants Investments Inc
Nebraska
$94K -$1.29K -13 -1%
WPWM
1954
Western Pacific Wealth Management
Illinois
$93K -$29.6K -299 -24%
TWM
1955
Thrive Wealth Management
Pennsylvania
$92.9K +$92.7K +936 New
AG
1956
AmeriFlex Group
Nevada
$92.5K +$68K +687 +280%
FLP
1957
Financial Life Planners
Arizona
$91.5K -$15.7K -159 -15%
BC
1958
Bayforest Capital
United Kingdom
$91.3K +$91.1K +920 New
VIS
1959
Vega Investment Solutions
France
$89.5K +$28.3K +286 +47%
ABWM
1960
Alpine Bank Wealth Management
Colorado
$86.4K +$86.1K +870 New
EWM
1961
Evermay Wealth Management
Virginia
$84.5K -$324K -3,274 -79%
MFT
1962
Moisand Fitzgerald Tamayo
Florida
$84.4K +$11.9K +120 +16%
LWM
1963
Lodestone Wealth Management
Washington
$84K +$22.1K +223 +36%
T
1964
Tidemark
California
$83.4K +$1.49K +15 +2%
MCM
1965
MV Capital Management
Maryland
$82K -$4.95K -50 -6%
PCMF
1966
Private Capital Management (Florida)
Florida
$81.4K +$81.2K +820 New
OCWP
1967
Owl Creek Wealth Partners
Colorado
$80.2K -$50.7K -512 -39%
HHCP
1968
Hilton Head Capital Partners
South Carolina
$79.9K +$9.41K +95 +13%
TCM
1969
TD Capital Management
Tennessee
$77.4K -$7.43K -75 -9%
BHWM
1970
Bay Harbor Wealth Management
Maryland
$75.7K -$495 -5 -0.7%
FFG
1971
Forum Finance Group
$75K +$68.3K +690 +276%
AEPWM
1972
Atlantic Edge Private Wealth Management
Florida
$74.5K -$13.9K -140 -16%
AT
1973
Arlington Trust
Alabama
$74K -$1.88K -19 -2%
SSG
1974
Summit Securities Group
New York
$73.4K -$184K -1,855 -72%
TWD
1975
True Wealth Design
Ohio
$72K -$32.2K -325 -31%
77 78
79
80 81