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Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
2626
Evelyn Partners Investment Management
$63.7K – – –
WPWM
2627
Western Pacific Wealth Management
Illinois
$63.7K – – –
CW
2628
Curio Wealth
Maryland
$63.7K +$58.7K +399 +39,900%
PSB
2629
Piscataqua Savings Bank
New Hampshire
$63.7K +$5K +34 +9%
TCM
2630
Traub Capital Management
Massachusetts
$62.9K +$58.2K +395 New
OAJ
2631
Ogorek Anthony Joseph
New York
$62K +$2.21K +15 +4%
CWM
2632
Cranbrook Wealth Management
Michigan
$60.8K -$42.8K -291 -43%
MPW
2633
MASECO Private Wealth
$59.2K +$54.8K +372 New
AWM
2634
Activest Wealth Management
Florida
$58.1K -$6.77K -46 -11%
ACA
2635
American Capital Advisory
Idaho
$56.4K +$3.24K +22 +7%
NCM
2636
Northwest Capital Management
Oregon
$55.7K -$33.1K -225 -39%
JGIA
2637
Jackson Grant Investment Advisers
Connecticut
$54.8K – – –
RWS
2638
Retirement Wealth Solutions
Wisconsin
$54.1K – – –
NECFA
2639
New England Capital Financial Advisors
Connecticut
$53.9K +$3.24K +22 +7%
Q1WB
2640
Quest 10 Wealth Builders
Virginia
$53.7K -$1.91K -13 -4%
BBPWM
2641
Blue Bell Private Wealth Management
Pennsylvania
$52.9K +$5.15K +35 +12%
AT
2642
Avalon Trust
New Mexico
$52.1K – – –
LFA
2643
Livelsberger Financial Advisory
Ohio
$51.6K +$47.7K +324 New
VWM
2644
Vermillion Wealth Management
Minnesota
$51.5K -$88.2K -599 -65%
RWM
2645
Raffa Wealth Management
District of Columbia
$49.7K +$25.2K +171 +121%
MAS
2646
MPWM Advisory Solutions
Georgia
$49.6K – – –
BTD
2647
BankPlus Trust Department
Mississippi
$48.7K – – –
CAM
2648
Creekmur Asset Management
Illinois
$48.4K +$294 +2 +0.7%
BCM
2649
Berbice Capital Management
New York
$47.8K – – –
ICM
2650
Islay Capital Management
Texas
$47.8K – – –