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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1551
First United Bank & Trust
Maryland
$189K +$25.3K +370 +17%
GBT
1552
Grove Bank & Trust
Florida
$188K +$4.59K +67 +3%
OWA
1553
Opal Wealth Advisors
New York
$188K +$12.1K +177 +8%
CWM
1554
Consultiva Wealth Management
Puerto Rico
$183K – – –
GA
1555
GoalVest Advisory
New York
$174K -$205 -3 -0.1%
SHF
1556
Safe Harbor Fiduciary
Florida
$170K +$5.55K +81 +4%
SOS
1557
Silver Oak Securities
Tennessee
$168K -$13.4K -196 -8%
SWM
1558
Spire Wealth Management
Virginia
$164K -$2.7M -39,462 -95%
BC
1559
Broadwater Capital
Massachusetts
$164K – – –
BLC
1560
Brown, Lisle/Cummings
Rhode Island
$159K – – –
QWM
1561
Quaker Wealth Management
New Jersey
$158K +$146K +2,125 New
CSPIA
1562
Cary Street Partners Investment Advisory
Virginia
$156K +$5.96K +87 +4%
WB
1563
Webster Bank
Connecticut
$153K – – –
EC
1564
Elequin Capital
New York
$150K +$138K +2,019 New
OA
1565
Operose Advisors
Wisconsin
$148K +$12.7K +186 +10%
PPC
1566
Park Place Capital
Alabama
$145K +$1.51K +22 +1%
C
1567
Covestor
United Kingdom
$138K -$24.4K -357 -16%
DCBT
1568
Dakota Community Bank & Trust
North Dakota
$137K +$10.1K +147 +9%
DIP
1569
DT Investment Partners
Pennsylvania
$136K – – –
EB
1570
Eastern Bank
Massachusetts
$135K -$48.6K -710 -28%
DMBA
1571
Deseret Mutual Benefit Administrators
Utah
$134K – – –
ADL
1572
Asset Dedication LLC
California
$132K – – –
SIS
1573
Strategic Investment Solutions
Illinois
$132K +$85.9K +1,255 +239%
BT
1574
Banque Transatlantique
France
$131K +$89.2K +1,302 +281%
AA
1575
Ancora Advisors
Ohio
$130K +$3.08K +45 +3%
61 62
63
64 65