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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
601
Davis Capital Management
Florida
$15.9K – – –
NSIM
602
North Star Investment Management
Illinois
$15.9K – – –
CWM
603
Crowley Wealth Management
Delaware
$15.9K +$14.6K +750 New
RBI
604
Raiffeisen Bank International
Austria
$15.3K +$14.1K +725 New
FFA
605
Fairfield Financial Advisors
Massachusetts
$14.8K – – –
PA
606
Pineridge Advisors
Missouri
$14.5K +$3.6K +185 +37%
CF
607
Conquis Financial
California
$14.3K +$13.1K +675 New
OC
608
Oakworth Capital
Alabama
$13.8K – – –
SAM
609
Synergy Asset Management
Washington
$13K +$2.63K +135 New
SRCM
610
Signature Resources Capital Management
California
$12.7K – – –
IA
611
IFS Advisors
Kansas
$12.5K – – –
ITIM
612
Indiana Trust & Investment Management
Indiana
$12.4K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$12.2K – – –
VWA
614
Valued Wealth Advisors
Utah
$12.2K – – –
WTA
615
Washington Trust Advisors
Massachusetts
$12.2K – – –
HWM
616
Hemington Wealth Management
Virginia
$12K -$45.2K -2,320 -80%
SL
617
Salomon & Ludwin
Virginia
$12K – – –
SSB
618
Sandy Spring Bank
Maryland
$11.5K -$643 -33 -6%
EWP
619
Elevation Wealth Partners
California
$11K – – –
CFG
620
CKW Financial Group
Hawaii
$11K – – –
FMTCOCP
621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
CFS
622
Compass Financial Services
Iowa
$11K +$10.1K +518 New
CWC
623
Carolinas Wealth Consulting
North Carolina
$10.9K +$1.42K +73 +17%
CFFP
624
Center for Financial Planning
Michigan
$10.8K +$9.93K +510 New
JGIA
625
Jackson Grant Investment Advisers
Connecticut
$10.7K – – –
23 24
25
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