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Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
1401
Action Point Financial Planning
Michigan
$196K +$197K +1,724 New
MWP
1402
Momentum Wealth Planning
Florida
$192K +$192K +1,679 New
SOS
1403
Silver Oak Securities
Tennessee
$191K -$68K -596 -26%
MPWT
1404
MassMutual Private Wealth & Trust
Connecticut
$190K -$15.6K -137 -8%
GSIAS
1405
Garden State Investment Advisory Services
New Jersey
$190K – – –
FCT
1406
First Community Trust
Iowa
$183K – – –
T
1407
Tidemark
California
$178K – – –
MCA
1408
McGuire Capital Advisors
Oklahoma
$172K – – –
CT
1409
Caldwell Trust
Florida
$171K – – –
STB
1410
S&T Bank
Pennsylvania
$171K – – –
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K – – –
EWM
1412
Evolution Wealth Management
Florida
$169K +$142K +1,248 +540%
OCM
1413
Osbon Capital Management
Massachusetts
$168K -$3.08K -27 -2%
SN
1414
Sittner & Nelson
Oregon
$167K – – –
MR
1415
Munich Reinsurance
$167K +$50.3K +441 +43%
BG
1416
Bollard Group
Massachusetts
$165K – – –
SAM
1417
Smartleaf Asset Management
Massachusetts
$157K – – –
ECM
1418
EMC Capital Management
Texas
$154K +$143K +1,250 New
CIS
1419
Custom Index Systems
New York
$153K -$155K -1,357 -50%
PP
1420
Pacifica Partners
Canada
$153K -$10.3K -90 -7%
AT
1421
Arlington Trust
Alabama
$153K -$7.99K -70 -5%
DB
1422
Danske Bank
Denmark
$151K – – –
MP
1423
McDonald Partners
Ohio
$149K +$149K +1,306 New
SWM
1424
Shelton Wealth Management
Texas
$144K +$143K +1,257 New
WTA
1425
Washington Trust Advisors
Massachusetts
$141K -$5.13K -45 -4%
55 56
57
58 59