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Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1301
Holos Integrated Wealth
Pennsylvania
$74.5K – – –
DF
1302
DecisionPoint Financial
Arizona
$71.6K – – –
AGWCA
1303
Annis Gardner Whiting Capital Advisors
Florida
$71K -$1.92M -17,602 -96%
GSWM
1304
Golden State Wealth Management
California
$70.2K -$86.4K -793 -52%
BBPWM
1305
Blue Bell Private Wealth Management
Pennsylvania
$69.7K – – –
PMAM
1306
Picton Mahoney Asset Management
Ontario, Canada
$68K +$77.8K +714 New
OAJ
1307
Ogorek Anthony Joseph
New York
$67K +$54.4K +499 +238%
GTAM
1308
Global Trust Asset Management
Florida
$66.8K – – –
HPC
1309
HM Payson & Co
Maine
$65.5K – – –
1NWS
1310
1 North Wealth Services
Maryland
$64K +$73K +670 New
HIIFS
1311
Harel Insurance Investments & Financial Services
Israel
$63K -$20.9K -192 -22%
PCC
1312
Park Circle Company
Maryland
$62.1K – – –
PWMA
1313
Pension & Wealth Management Advisors
Massachusetts
$61.9K +$18.1K +166 +34%
WA
1314
Whipplewood Advisors
Colorado
$60.8K +$14.1K +129 +243%
RMP
1315
Richards, Merrill & Peterson
Washington
$59.6K -$28.3K -260 -29%
CMP
1316
Coston McIsaac & Partners
Maine
$59K – – –
HBW
1317
Hazlett, Burt & Watson
West Virginia
$58K – – –
MHR
1318
Matthew Hamilton Rosenberg
$57.4K +$1.64K +15 +3%
SIC
1319
Salem Investment Counselors
North Carolina
$57.3K – – –
AA
1320
Addison Advisors
Vermont
$56K – – –
CYG
1321
Clean Yield Group
Vermont
$55.6K +$23.8K +218 +60%
GKIM
1322
GW&K Investment Management
Massachusetts
$55K – – –
OP
1323
ORG Partners
Indiana
$54K -$1.33M -12,191 -96%
SAM
1324
Smartleaf Asset Management
Massachusetts
$53.6K +$3.92K +36 +7%
CTA
1325
Colonial Trust Advisors
South Carolina
$53.5K +$32.7K +300 +115%
51 52
53
54 55