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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1301
Gen-Wealth Partners
Michigan
$163K – – –
WB
1302
Webster Bank
Connecticut
$163K – – –
ATC
1303
Adirondack Trust Company
New York
$158K – – –
PMFA
1304
Plante Moran Financial Advisors
Michigan
$157K -$81.8K -981 -34%
CCC
1305
Chelsea Counsel Company
California
$154K – – –
CH
1306
Cromwell Holdings
Wyoming
$152K +$500 +6 +0.3%
SIM
1307
Sentry Investment Management
Wisconsin
$151K – – –
MSE
1308
MUFG Securities EMEA
United Kingdom
$151K +$154K +1,846 New
GWS
1309
Greykasell Wealth Strategies
California
$150K – – –
CB
1310
Centennial Bank
Arkansas
$148K -$17.5K -210 -10%
MCM
1311
MV Capital Management
Maryland
$148K -$917 -11 -0.6%
IHWM
1312
Iron Horse Wealth Management
Iowa
$147K +$12.5K +150 +9%
DIP
1313
DT Investment Partners
Pennsylvania
$147K – – –
ST
1314
Smithfield Trust
Pennsylvania
$144K – – –
CA
1315
Crewe Advisors
Utah
$143K +$41.3K +495 +39%
TLA
1316
Tanglewood Legacy Advisors
Texas
$139K – – –
PCTC
1317
Perkins Coie Trust Company
Washington
$139K -$667 -8 -0.5%
GM
1318
GeoWealth Management
Illinois
$138K -$38K -456 -21%
CFFP
1319
Center for Financial Planning
Michigan
$138K +$82.8K +993 +142%
BWAM
1320
Boyd Watterson Asset Management
Ohio
$135K – – –
CSB
1321
City State Bank
Iowa
$133K +$49.6K +595 +57%
EPW
1322
Evergreen Private Wealth
Colorado
$132K -$6.5K -78 -5%
HPC
1323
HM Payson & Co
Maine
$131K – – –
JWA
1324
JFS Wealth Advisors
Pennsylvania
$128K +$6K +72 +5%
HFM
1325
Hartford Financial Management
Connecticut
$128K -$11K -132 -8%
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