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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1201
Western Pacific Wealth Management
Illinois
$121K -$104K -567 -54%
VSQM
1202
V-Square Quantitative Management
Illinois
$115K +$5.15K +28 +7%
CTA
1203
Colonial Trust Advisors
South Carolina
$113K – – –
SWM
1204
SHP Wealth Management
Massachusetts
$111K +$42.9K +233 +114%
HNB
1205
Hilltop National Bank
Wyoming
$110K -$16.7K -91 -17%
AG
1206
AmeriFlex Group
Nevada
$103K -$31.3K -170 -30%
WSCM
1207
Wellington Shields Capital Management
New York
$102K – – –
CB
1208
Centennial Bank
Arkansas
$101K – – –
PTC
1209
Private Trust Company
Ohio
$101K +$29.1K +158 +66%
HIA
1210
Harbor Investment Advisory
Maryland
$100K -$253K -1,374 -78%
MPWT
1211
MassMutual Private Wealth & Trust
Connecticut
$99.8K +$5.7K +31 +9%
EC
1212
Elequin Capital
New York
$99.5K +$23K +125 +47%
CIAM
1213
Caitong International Asset Management
Hong Kong
$97.5K -$2.39M -12,976 -97%
CSPIA
1214
Cary Street Partners Investment Advisory
Virginia
$95.2K +$68.8K +374 New
ABWM
1215
Alpine Bank Wealth Management
Colorado
$90.3K +$65.3K +355 New
HWP
1216
Highline Wealth Partners
California
$89.8K +$45.8K +249 +239%
RF
1217
Rossby Financial
Florida
$89.6K -$17.5K -95 -21%
NWM
1218
Nova Wealth Management
Florida
$89.1K – – –
CWP
1219
Clark Wealth Partners
Illinois
$87.3K – – –
RFS
1220
Richardson Financial Services
Massachusetts
$85.5K +$22.4K +122 +57%
PWPS
1221
Pinnacle Wealth Planning Services
Ohio
$84.5K +$18.4K +100 +43%
MA
1222
MCF Advisors
Kentucky
$80.2K +$54.5K +296 +1,558%
MMCM
1223
Murphy & Mullick Capital Management
New York
$79.4K -$39.6K -215 -41%
SWA
1224
SOA Wealth Advisors
New York
$79.4K +$41.8K +227 +267%
GP
1225
Guardian Partners
Canada
$76.3K -$644K -3,501 -92%
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