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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1501
Independent Solutions Wealth Management
New York
$1.35M -$138K -9,410 -9%
FMTCOCP
1502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.35M +$15.1K +1,030 +1%
RWA
1503
River Wealth Advisors
Pennsylvania
$1.35M +$66.1K +4,510 +5%
AW
1504
Alaethes Wealth
Nevada
$1.34M +$63.1K +4,300 +5%
WCA
1505
Westover Capital Advisors
Delaware
$1.34M -$4.4K -300 -0.3%
RBC
1506
Romano Brothers & Co
Illinois
$1.34M -$96.7K -6,590 -7%
WMA
1507
Wealth Management Associates
New Jersey
$1.34M -$145K -9,900 -10%
SW
1508
SkyOak Wealth
Michigan
$1.34M -$425K -29,000 -24%
CCM
1509
Cribstone Capital Management
Maine
$1.33M +$207K +14,080 +18%
AFS
1510
Aft Forsyth & Sober
Florida
$1.33M – – –
OQS
1511
Occudo Quantitative Strategies
Florida
$1.32M -$5.6M -381,520 -81%
PFU
1512
Parus Finance (UK)
United Kingdom
$1.32M -$58.7K -4,000 -4%
LFP
1513
Leeward Financial Partners
Washington
$1.32M +$306K +20,840 +30%
EHWM
1514
Eads & Heald Wealth Management
Georgia
$1.32M -$93.7K -6,390 -7%
SFG
1515
SevenBridge Financial Group
Pennsylvania
$1.32M +$144K +9,850 +12%
SCP
1516
Sender Company & Partners
New York
$1.32M +$1.32M +90,040 New
ITIM
1517
Indiana Trust & Investment Management
Indiana
$1.31M +$451K +30,720 +52%
HPWA
1518
Hall Private Wealth Advisors
North Carolina
$1.31M -$355K -24,180 -21%
BCAM
1519
Boston Common Asset Management
Massachusetts
$1.31M +$28.2K +1,920 +2%
CB
1520
CNB Bank
Pennsylvania
$1.31M +$16.7K +1,140 +1%
AWM
1521
Activest Wealth Management
Florida
$1.31M -$193K -13,190 -14%
DSCM
1522
Del-Sette Capital Management
New York
$1.31M +$2.05K +140 +0.2%
BHB
1523
Bank Hapoalim BM
Israel
$1.3M -$992K -67,620 -43%
MWA
1524
Moser Wealth Advisors
Washington
$1.3M +$40.3K +2,750 +3%
TPA
1525
Trivium Point Advisory
Connecticut
$1.3M -$13.2K -900 -1%
59 60
61
62 63