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Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1801
Perkins Coie Trust Company
Washington
$6.53K +$7.79K +100 New
SFGP
1802
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.07K +$935 +12 +15%
UCB
1803
United Community Bank
South Carolina
$6K +$7.17K +92 New
T
1804
Tidemark
California
$5.81K – – –
SIC
1805
SJS Investment Consulting
Ohio
$5.81K +$467 +6 +7%
BDPWM
1806
Barnes Dennig Private Wealth Management
Ohio
$5.74K +$6.86K +88 New
SHIM
1807
Stone House Investment Management
Pennsylvania
$5.74K +$6.86K +88 New
SIM
1808
Synergy Investment Management
Florida
$5.55K – – –
DCM
1809
Davis Capital Management
Florida
$5.48K – – –
NL
1810
NVWM LLC
Pennsylvania
$5.42K +$779 +10 +14%
HWM
1811
HighMark Wealth Management
Minnesota
$5.22K – – –
AT
1812
Arlington Trust
Alabama
$5.22K +$6.23K +80 New
GFPC
1813
Global Financial Private Client
Florida
$4.7K -$99.1K -1,272 -95%
CVM
1814
Cheviot Value Management
California
$4.66K +$5.3K +68 New
ACM
1815
Anfield Capital Management
California
$4.57K – – –
HWA
1816
Heritage Wealth Advisors
Virginia
$4.24K -$4.83K -62 -49%
CAWM
1817
Capital A Wealth Management
Pennsylvania
$4.11K – – –
LWA
1818
Lowe Wealth Advisors
Maryland
$4.11K – – –
CMP
1819
Coston McIsaac & Partners
Maine
$4K – – –
FCG
1820
Financial Connections Group
California
$4K +$5.45K +70 New
1NWS
1821
1 North Wealth Services
Maryland
$3.65K +$4.36K +56 New
CWA
1822
Carolina Wealth Advisors
South Carolina
$3.59K – – –
CTWM
1823
Cherry Tree Wealth Management
Minnesota
$3.59K +$4.28K +55 New
ACA
1824
Atlas Capital Advisors
Wyoming
$3.52K – – –
DPW
1825
DiNuzzo Private Wealth
Pennsylvania
$3.46K -$156 -2 -4%
71 72
73
74 75