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Name Holding Trade Value Shares
Change 		Change in
Stake
VL
601
Vima LLC
Michigan
$2.1K +$2.01K +100 New
NB
602
NBT Bank
New York
$1.81K – – –
APFP
603
Action Point Financial Planning
Michigan
$1.81K +$1.73K +86 New
JWA
604
JFS Wealth Advisors
Pennsylvania
$1.75K -$402 -20 -19%
PS
605
Planning Strategies
Pennsylvania
$1.7K +$1.63K +81 New
MLA
606
MB, Levis & Associates
Pennsylvania
$1.68K – – –
SC
607
SouthState Corp
Florida
$1.66K +$462 +23 +41%
VFM
608
Vision Financial Markets
Connecticut
$1.64K – – –
KCM
609
Key Capital Management
Tennessee
$1.56K – – –
CFM
610
Cornerstone Financial Management
Massachusetts
$1.51K +$100 +5 +7%
TFIPS
611
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.47K -$5.42K -270 -79%
BF
612
Brooklyn FI
New York
$1.28K +$1.15K +57 New
BCM
613
Blume Capital Management
California
$1.26K – – –
RWM
614
Raffa Wealth Management
District of Columbia
$1.2K – – –
KG
615
Kilter Group
New York
$1.18K -$502 -25 -31%
DFC
616
DB Fitzpatrick & Co
Idaho
$1.16K +$201 +10 +22%
AWM
617
Activest Wealth Management
Florida
$1.14K +$1.08K +54 New
BFS
618
Bare Financial Services
Pennsylvania
$1.11K – – –
RWM
619
Rialto Wealth Management
New York
$1.09K +$1K +50 +2,500%
HI
620
Horizon Investments
North Carolina
$1.07K +$1.02K +51 New
GSWM
621
Golden State Wealth Management
California
$1.07K -$100 -5 -9%
GP
622
Guardian Partners
Canada
$1.05K +$1K +50 New
NS
623
NBC Securities
Alabama
$1.05K -$2.01K -100 -67%
SWIM
624
Smallwood Wealth Investment Management
New Jersey
$1.05K – – –
BCV
625
Banque Cantonale Vaudoise
Switzerland
$1K -$375K -18,640 -100%
23 24
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