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Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
1101
Towarzystwo Funduszy Inwestycyjnych PZU SA
$150K -$1.07K -5 -0.7%
WPWM
1102
Western Pacific Wealth Management
Illinois
$147K +$53.9K +251 +63%
PWA
1103
Provenance Wealth Advisors
Florida
$145K +$21.9K +102 +19%
CCM
1104
Cloud Capital Management
Washington
$142K +$136K +634 New
SBFM
1105
S-Bank Fund Management
Finland
$142K -$1.72K -8 -1%
FC
1106
Fairscale Capital
New Hampshire
$141K – – –
MMCM
1107
Murphy & Mullick Capital Management
New York
$137K +$3.22K +15 +3%
NSG
1108
Nalls Sherbakoff Group
Tennessee
$135K +$21.5K +100 +20%
SMFG
1109
Sumitomo Mitsui Financial Group
Japan
$135K -$238K -1,108 -65%
JEST
1110
JTC Employer Solutions Trustee
Jersey
$135K – – –
MCI
1111
MRP Capital Investments
Georgia
$134K – – –
AWM
1112
Ameliora Wealth Management
Switzerland
$133K – – –
WTC
1113
WhitTier Trust Company
Nevada
$122K +$16.1K +75 +17%
TFA
1114
Transamerica Financial Advisors
Florida
$117K +$111K +519 New
WWM
1115
Wolff Wiese Magana
California
$113K -$5.8K -27 -5%
SIS
1116
Sound Income Strategies
Florida
$111K +$88.5K +412 +1,288%
CM
1117
Caption Management
Oklahoma
$110K -$4.47M -20,814 -98%
EB
1118
Eastern Bank
Massachusetts
$108K +$102K +474 +7,900%
C
1119
Covestor
United Kingdom
$107K -$10.5K -49 -9%
ADL
1120
Asset Dedication LLC
California
$106K -$23.8K -111 -19%
WB
1121
Webster Bank
Connecticut
$101K +$6.44K +30 +7%
CTA
1122
Colonial Trust Advisors
South Carolina
$100K -$10.7K -50 -10%
CI
1123
CX Institutional
Indiana
$95K +$10.5K +49 +13%
RA
1124
RiverPark Advisors
New York
$94.7K -$20K -93 -18%
WSCM
1125
Wellington Shields Capital Management
New York
$90.2K – – –
43 44
45
46 47