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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1326
Alpine Bank Wealth Management
Colorado
$149K +$29.4K +294 +29%
PMFA
1327
Plante Moran Financial Advisors
Michigan
$149K +$13.2K +132 +11%
HWA
1328
HHM Wealth Advisors
Tennessee
$148K – – –
WTA
1329
Washington Trust Advisors
Massachusetts
$146K +$1.2K +12 +1%
BDPWM
1330
Barnes Dennig Private Wealth Management
Ohio
$142K +$124K +1,235 New
OWA
1331
Opal Wealth Advisors
New York
$138K +$18.6K +186 +18%
BC
1332
Bayforest Capital
United Kingdom
$136K +$77.7K +777 +194%
LWCFA
1333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K -$52K -520 -31%
SWIM
1334
Smallwood Wealth Investment Management
New Jersey
$134K – – –
BCM
1335
Boreal Capital Management
Florida
$131K +$114K +1,140 New
OSNBOA
1336
Old Second National Bank of Aurora
Illinois
$128K – – –
T
1337
TOBAM
France
$128K +$25.1K +251 +44%
WA
1338
Whipplewood Advisors
Colorado
$126K +$91.4K +914 +502%
PWA
1339
Physician Wealth Advisors
Utah
$125K -$18.6K -186 -15%
MSG
1340
Main Street Group
Virginia
$121K +$300 +3 +0.3%
AW
1341
Avion Wealth
Texas
$121K -$35K -350 -25%
EWM
1342
Evermay Wealth Management
Virginia
$119K – – –
MIM
1343
MTM Investment Management
South Carolina
$118K +$103K +1,025 New
TCOV
1344
Trust Company of Vermont
Vermont
$117K – – –
HIW
1345
Holos Integrated Wealth
Pennsylvania
$117K – – –
HNB
1346
Hilltop National Bank
Wyoming
$117K +$101K +1,010 New
BC
1347
Belmont Capital
California
$115K – – –
CBT
1348
Crews Bank & Trust
Florida
$115K – – –
IMC
1349
Investment Management Corporation
Virginia
$115K – – –
FMTCOCP
1350
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K – – –
52 53
54
55 56