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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
2751
Cypress Capital Management (Wyoming)
Wyoming
$36K – – –
CFS
2752
CGC Financial Services
Oregon
$35.8K – – –
OCM
2753
Orion Capital Management
California
$35.8K +$110 +4 +0.3%
CWM
2754
CarsonAllaria Wealth Management
Illinois
$35.5K +$83 +3 +0.2%
MSWM
2755
Mowery & Schoenfeld Wealth Management
Illinois
$35.4K – – –
STB
2756
S&T Bank
Pennsylvania
$35.4K +$9.62K +349 +40%
RP
2757
Raelipskie Partnership
Ontario, Canada
$35K – – –
PFG
2758
Putney Financial Group
California
$34.8K – – –
CCC
2759
Chelsea Counsel Company
California
$34.8K -$13.6K -495 -29%
ACM
2760
Accent Capital Management
Ohio
$34.6K – – –
LIA
2761
Luken Investment Analytics
Tennessee
$33.1K – – –
KG
2762
Kilter Group
New York
$32.4K +$30.9K +1,120 New
SC
2763
Steph & Co
Wisconsin
$32.4K – – –
MAFA
2764
MJT & Associates Financial Advisory
Minnesota
$32.2K – – –
MDA
2765
Minot DeBlois Advisors
Massachusetts
$32.2K – – –
LWMI
2766
Legacy Wealth Management (Idaho)
Idaho
$31.6K -$717 -26 -2%
LIS
2767
Legacy Investment Solutions
Idaho
$31.6K +$30.1K +1,092 New
TVWM
2768
Tower View Wealth Management
Wisconsin
$31.6K +$303 +11 +1%
HC
2769
Hoese & Co
Minnesota
$31.5K -$7.17K -260 -19%
FMTCOCP
2770
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K -$3.25K -118 -10%
IAS
2771
IMA Advisory Services
Colorado
$31K +$1.65K +60 +6%
CW
2772
Curio Wealth
Maryland
$30.3K +$28.8K +1,044 +26,100%
GJIA
2773
Glass Jacobson Investment Advisors
Maryland
$30K -$486K -17,635 -94%
SHF
2774
Safe Harbor Fiduciary
Florida
$30K -$2.73K -99 -9%
WTFG
2775
Wood Tarver Financial Group
Idaho
$30K – – –
109 110
111
112 113