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Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
5326
Peoples Bank (Kansas)
Kansas
$649K +$31.3K +152 +5%
SWM
5327
Schwallier Wealth Management
Michigan
$649K – – –
AL
5328
ARWA LLC
Texas
$647K -$515K -2,504 -45%
IAA
5329
Ironsides Asset Advisors
North Carolina
$646K -$147K -715 -18%
ACM
5330
Appalachian Capital Management
Ohio
$646K +$822 +4 +0.1%
EI
5331
EDMP Inc
Florida
$646K +$167K +812 +34%
AWMI
5332
Aegis Wealth Management (Iowa)
Iowa
$645K +$192K +933 +41%
APW
5333
Axim Planning & Wealth
Ohio
$644K -$12.1K -59 -2%
GFG
5334
GR Financial Group
Arizona
$641K +$87K +423 +15%
APM
5335
a16z Perennial Management
California
$640K -$6.99M -34,015 -91%
TC
5336
Town Capital
Maryland
$640K -$46.7K -227 -7%
PFSC
5337
Peoples Financial Services Corp
Pennsylvania
$640K -$62.7K -305 -9%
MC
5338
Marest Capital
California
$640K +$1.85K +9 +0.3%
ADMI
5339
Albert D. Mason Inc
Massachusetts
$639K +$1.65K +8 +0.3%
GHA
5340
Good Harbor Advisors
Massachusetts
$639K +$101K +490 +18%
FA
5341
Financial Alternatives
California
$639K +$131K +636 +25%
HFG
5342
Harborfront Financial Group
Michigan
$639K +$656K +3,191 New
CAM
5343
Chesapeake Asset Management
New York
$638K +$39.1K +190 +6%
PA
5344
Prism Advisors
California
$635K -$80.6K -392 -11%
LAS
5345
Legacy Advisory Services
Pennsylvania
$633K +$14.8K +72 +2%
HIW
5346
Holos Integrated Wealth
Pennsylvania
$632K -$130K -630 -16%
AWA
5347
Authentikos Wealth Advisory
California
$632K +$39.1K +190 +6%
ACM
5348
Aurdan Capital Management
Pennsylvania
$631K -$52.4K -255 -7%
JPT
5349
Jordan Park Trust
New Hampshire
$629K -$57.4K -279 -8%
SEEDPG
5350
S.E.E.D. Planning Group
New York
$626K +$103K +503 +19%
212 213
214
215 216