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Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
5301
Piscataqua Savings Bank
New Hampshire
$676K +$35K +170 +5%
MKW
5302
Mullaney, Keating & Wright
Connecticut
$676K +$2.67K +13 +0.4%
BCM
5303
Bourgeon Capital Management
Connecticut
$675K -$4.93M -23,997 -88%
EA
5304
Evergreen Advisors
Tennessee
$674K +$288K +1,401 +71%
JWBC
5305
John W. Brooker & Co
California
$671K +$235K +1,143 +52%
SFA
5306
Seneca Financial Advisors
New York
$670K +$206 +1 +0%
VWWMG
5307
Vermillion & White Wealth Management Group
Pennsylvania
$670K +$128K +621 +23%
HFA
5308
Hippocratic Financial Advisors
California
$670K +$117K +568 +20%
CWA
5309
Continuum Wealth Advisors
New York
$669K +$20.6K +100 +3%
CA
5310
Claris Advisors
Missouri
$669K -$22.6K -110 -3%
SJGA
5311
Stephen J. Garry & Associates
New York
$668K -$27.6K -134 -4%
KWM
5312
Koa Wealth Management
California
$667K +$270K +1,315 +65%
WIA
5313
Westbourne Investment Advisors
Maryland
$667K +$17.7K +86 +3%
PWA
5314
Peterson Wealth Advisors
Utah
$666K +$21.8K +106 +3%
MVF
5315
Markin Volterra Fund
New York
$665K -$473K -2,300 -41%
DG
5316
Diesslin Group
Texas
$664K +$82.4K +401 +14%
HBCM
5317
Heron Bay Capital Management
Michigan
$662K +$147K +715 +28%
CCMR
5318
Core Capital Management & Research
Texas
$662K +$645K +3,138 New
NEPPG
5319
New England Professional Planning Group
Rhode Island
$660K -$35K -170 -5%
FAM
5320
Frontier Asset Management
Wyoming
$660K -$90.5K -440 -12%
FPW
5321
Flywheel Private Wealth
California
$653K – – –
RCG
5322
Ridge Creek Global
Ohio
$651K – – –
HAS
5323
Holland Advisory Services
Florida
$651K +$254K +1,235 +61%
CWM
5324
Copia Wealth Management
Oregon
$651K +$511K +2,483 +323%
FWM
5325
ForthRight Wealth Management
Georgia
$650K +$144K +700 +27%
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