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Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1401
M Holdings Securities
Oregon
$696K +$722K +7,649 New
PPW
1402
Pinnacle Private Wealth
Massachusetts
$695K +$125K +1,326 +21%
ST
1403
Smithfield Trust
Pennsylvania
$694K +$36.9K +391 +5%
BOPW
1404
Brandywine Oak Private Wealth
Pennsylvania
$693K -$133K -1,406 -16%
PF
1405
Phoenix Financial
Israel
$693K +$719K +7,617 New
DWM
1406
Dorchester Wealth Management
Quebec, Canada
$691K +$79.7K +845 +16%
AB
1407
Atlas Brown
Kentucky
$685K -$64.1K -679 -8%
IFA
1408
Index Fund Advisors
California
$682K -$34.1K -361 -5%
GL
1409
Graypoint LLC
New York
$668K -$261K -2,769 -27%
AIA
1410
Alera Investment Advisors
Illinois
$667K +$411K +4,353 +146%
TWM
1411
TriaGen Wealth Management
California
$666K +$944 +10 +0.1%
UH
1412
Unigestion Holding
Switzerland
$666K +$5.38K +57 +0.8%
BWM
1413
BerganKDV Wealth Management
Minnesota
$664K -$76.8K -814 -10%
PPW
1414
Parcion Private Wealth
Washington
$664K -$25.2K -267 -4%
JWA
1415
JFS Wealth Advisors
Pennsylvania
$663K -$24.8K -263 -3%
HCM
1416
Howland Capital Management
Massachusetts
$662K -$29.3K -310 -4%
OIM
1417
Orca Investment Management
Oregon
$662K -$16.3K -173 -2%
TFGT
1418
TS Financial Group (TSFG)
Illinois
$661K -$20.5K -217 -3%
FHA
1419
Flagship Harbor Advisors
Massachusetts
$658K -$11.2K -119 -2%
VAM
1420
Verity Asset Management
North Carolina
$657K +$37.6K +398 +6%
AWA
1421
Alta Wealth Advisors
Massachusetts
$656K -$90.5K -959 -12%
CIA
1422
Capital Impact Advisors
Massachusetts
$653K +$677K +7,177 New
KWM
1423
Keebeck Wealth Management
Illinois
$652K -$73.4K -778 -10%
MCM
1424
Manchester Capital Management
Vermont
$651K +$2.36K +25 +0.4%
RC
1425
Roundview Capital
New Jersey
$651K +$184K +1,952 +38%
55 56
57
58 59