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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1351
Shepherd Financial Partners
Massachusetts
$284K -$7.91K -138 -3%
AIA
1352
Angeles Investment Advisors
California
$283K +$6.53K +114 +3%
PWA
1353
Phoenix Wealth Advisors
North Carolina
$283K -$30.5K -532 -10%
MFC
1354
Mechanics Financial Corp
Ohio
$282K +$15.8K +275 +6%
RFWA
1355
RPg Family Wealth Advisory
Massachusetts
$281K +$262K +4,582 New
RWB
1356
RMR Wealth Builders
New Jersey
$281K -$22.8K -398 -8%
BB
1357
Berkshire Bank
Massachusetts
$280K -$725K -12,664 -74%
OBGC
1358
O'Brien Greene & Co
Pennsylvania
$279K – – –
NCM
1359
NCM Capital Management
New Jersey
$278K +$17.2K +301 +7%
AF
1360
Apexium Financial
Texas
$276K +$258K +4,501 New
APA
1361
Astoria Portfolio Advisors
New York
$276K +$4.01K +70 +2%
HCM
1362
Highview Capital Management
Illinois
$275K – – –
HL
1363
HeadInvest LLC
Maine
$275K -$28.3K -494 -10%
6F
1364
626 Financial
Michigan
$275K -$802 -14 -0.3%
BIG
1365
Brooklyn Investment Group
New York
$274K +$255K +4,458 New
GI
1366
GAMMA Investing
California
$274K +$256K +4,462 New
IF
1367
Intrua Financial
Texas
$274K +$26.8K +467 +12%
CAMG
1368
CWA Asset Management Group
Florida
$273K -$60.4K -1,055 -19%
GCM
1369
Greenland Capital Management
New York
$273K -$1.16M -20,297 -82%
EAM
1370
Eschler Asset Management
United Kingdom
$273K +$40.6K +709 +19%
BBW
1371
Blue Barn Wealth
Utah
$272K -$75.9K -1,325 -23%
TBA
1372
Tower Bridge Advisors
Pennsylvania
$272K -$119K -2,081 -32%
CPRC
1373
Consolidated Portfolio Review Corp
New York
$272K -$42.5K -742 -14%
DFG
1374
Demars Financial Group
Washington
$271K -$26.6K -464 -10%
WTC
1375
WhitTier Trust Company
Nevada
$270K -$228K -3,972 -47%
53 54
55
56 57