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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1101
Western Pacific Wealth Management
Illinois
$147K +$53.9K +251 +63%
PWA
1102
Provenance Wealth Advisors
Florida
$145K +$21.9K +102 +19%
CCM
1103
Cloud Capital Management
Washington
$142K +$136K +634 New
SBFM
1104
S-Bank Fund Management
Finland
$142K -$1.72K -8 -1%
FC
1105
Fairscale Capital
New Hampshire
$141K – – –
MMCM
1106
Murphy & Mullick Capital Management
New York
$137K +$3.22K +15 +3%
NSG
1107
Nalls Sherbakoff Group
Tennessee
$135K +$21.5K +100 +20%
SMFG
1108
Sumitomo Mitsui Financial Group
Japan
$135K -$238K -1,108 -65%
JEST
1109
JTC Employer Solutions Trustee
Jersey
$135K – – –
MCI
1110
MRP Capital Investments
Georgia
$134K – – –
AWM
1111
Ameliora Wealth Management
Switzerland
$133K – – –
WTC
1112
WhitTier Trust Company
Nevada
$122K +$16.1K +75 +17%
TFA
1113
Transamerica Financial Advisors
Florida
$117K +$111K +519 New
WWM
1114
Wolff Wiese Magana
California
$113K -$5.8K -27 -5%
SIS
1115
Sound Income Strategies
Florida
$111K +$88.5K +412 +1,288%
CM
1116
Caption Management
Oklahoma
$110K -$4.47M -20,814 -98%
EB
1117
Eastern Bank
Massachusetts
$108K +$102K +474 +7,900%
C
1118
Covestor
United Kingdom
$107K -$10.5K -49 -9%
ADL
1119
Asset Dedication LLC
California
$106K -$23.8K -111 -19%
WB
1120
Webster Bank
Connecticut
$101K +$6.44K +30 +7%
CTA
1121
Colonial Trust Advisors
South Carolina
$100K -$10.7K -50 -10%
CI
1122
CX Institutional
Indiana
$95K +$10.5K +49 +13%
RA
1123
RiverPark Advisors
New York
$94.7K -$20K -93 -18%
WSCM
1124
Wellington Shields Capital Management
New York
$90.2K – – –
ABWM
1125
Alpine Bank Wealth Management
Colorado
$88.9K +$15.5K +72 +22%
43 44
45
46 47