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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1201
Advisor OS
Illinois
$811K +$145K +1,781 +21%
NSB
1202
Norway Savings Bank
Maine
$811K -$13.8K -170 -2%
DWM
1203
Drive Wealth Management
Utah
$810K +$640K +7,860 +309%
GP
1204
Girard Partners
Pennsylvania
$809K -$96.8K -1,189 -10%
CBT
1205
Central Bank & Trust
Kentucky
$808K -$62.1K -763 -7%
WAP
1206
Wealthcare Advisory Partners
Pennsylvania
$805K +$33.6K +413 +4%
PBC
1207
Pavion Blue Capital
California
$804K – – –
BFM
1208
Boothbay Fund Management
New York
$803K -$563K -6,914 -40%
CUAMC
1209
China Universal Asset Management Company
China
$802K +$139K +1,703 +20%
LRPA
1210
L. Roy Papp & Associates
Arizona
$801K -$878K -10,784 -51%
AFG
1211
Atomi Financial Group
New York
$800K +$70K +859 +9%
FAG
1212
Fortitude Advisory Group
Washington
$800K -$87.1K -1,070 -9%
MW
1213
Maia Wealth
Colorado
$799K +$895K +10,986 New
BB
1214
Burford Brothers
Texas
$791K -$2.44K -30 -0.3%
CSA
1215
Cottage Street Advisors
Massachusetts
$790K -$1.02M -12,465 -55%
KA
1216
Kovack Advisors
Florida
$789K +$173K +2,120 +26%
OAM
1217
Ostrum Asset Management
France
$789K -$64.2K -788 -7%
RWPA
1218
Richard W. Paul & Associates
Michigan
$787K +$160K +1,969 +24%
SIM
1219
Studio Investment Management
Illinois
$782K +$112K +1,371 +16%
CWM
1220
Congress Wealth Management
Massachusetts
$781K -$605K -7,431 -43%
KWS
1221
Keystone Wealth Services
California
$780K +$17.8K +219 +2%
CB
1222
CNB Bank
Pennsylvania
$780K -$387K -4,758 -32%
VCP
1223
Verus Capital Partners
Arizona
$778K -$44.3K -544 -5%
KIA
1224
Knollwood Investment Advisory
Maryland
$777K -$146K -1,796 -15%
TA
1225
Tectonic Advisors
Texas
$776K -$2.36K -29 -0.3%
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