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RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
701
Wealth Preservation Advisors
Tennessee
$6.28K – – –
M
702
MOTCO
Texas
$5.91K – – –
PGAM
703
Princeton Global Asset Management
New Jersey
$5.91K – – –
RAM
704
Reflection Asset Management
South Carolina
$5.6K +$6K +15 New
ATC
705
Adirondack Trust Company
New York
$5.54K +$6K +15 New
AFG
706
Albion Financial Group
Utah
$5.17K – – –
VWM
707
Valley Wealth Managers
New Jersey
$4.87K +$5.2K +13 New
BSB
708
Bangor Savings Bank
Maine
$4.8K +$5.2K +13 New
TFM
709
TFC Financial Management
Massachusetts
$4.43K – – –
RF
710
Rossby Financial
Florida
$4.07K -$12K -30 -73%
AW
711
Avion Wealth
Texas
$4K – – –
PCM
712
Penserra Capital Management
California
$4K – – –
HHCP
713
Hilton Head Capital Partners
South Carolina
$3.7K +$4K +10 New
LWANC
714
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.7K +$4K +10 New
NEWAS
715
N.E.W. Advisory Services
Wisconsin
$3.7K +$4K +10 New
YP
716
YANKCOM Partnership
South Dakota
$3.7K +$4K +10 New
PPC
717
Park Place Capital
Alabama
$3.33K – – –
AA
718
Ancora Advisors
Ohio
$3.33K +$1.6K +4 +80%
CFM
719
Cornerstone Financial Management
Massachusetts
$3.33K +$3.6K +9 New
FPB
720
First PREMIER Bank
South Dakota
$3K – – –
MSE
721
MUFG Securities EMEA
United Kingdom
$2.99K – – –
BFS
722
Bare Financial Services
Pennsylvania
$2.96K -$5.6K -14 -64%
AG
723
AmeriFlex Group
Nevada
$2.62K -$2.8K -7 -50%
RWM
724
Raffa Wealth Management
District of Columbia
$2.59K -$19.6K -49 -88%
IBOK
725
Independence Bank of Kentucky
Kentucky
$2.59K +$2.8K +7 New
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30 31