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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
501
Fairscale Capital
New Hampshire
$23.9K – – –
BWAM
502
Boyd Watterson Asset Management
Ohio
$23.7K – – –
EB
503
Eastern Bank
Massachusetts
$23.2K +$6.82K +36 +35%
SGFG
504
Silver Grove Financial Group
New York
$23.2K +$26.1K +138 New
TFGT
505
TS Financial Group (TSFG)
Illinois
$23K +$568 +3 +2%
HWP
506
Highline Wealth Partners
California
$22.7K -$2.46K -13 -9%
BONH
507
Bank of New Hampshire
New Hampshire
$22.7K – – –
AG
508
AmeriFlex Group
Nevada
$22.4K +$9.66K +51 +62%
CIAM
509
Caitong International Asset Management
Hong Kong
$21.9K +$24.6K +130 New
RF
510
Robinswood Financial
Washington
$21.4K – – –
AA
511
Ancora Advisors
Ohio
$21.1K -$36K -190 -60%
APFP
512
Action Point Financial Planning
Michigan
$20.4K +$23.7K +125 New
EP
513
Essential Partners
California
$20K -$2.27K -12 -9%
BFPW
514
BOK Financial Private Wealth
Colorado
$19.2K +$21.6K +114 New
WAU
515
Wellington-Altus USA
Manitoba, Canada
$19.2K – – –
CI
516
CX Institutional
Indiana
$19K – – –
BIA
517
Bell Investment Advisors
California
$18K -$7.58K -40 -27%
CT
518
Coastline Trust
Rhode Island
$18K – – –
CPG
519
Cornerstone Planning Group
New Jersey
$18K -$16.3K -86 -46%
MPW
520
MASECO Private Wealth
$17.8K +$4.74K +25 +31%
GBT
521
Grove Bank & Trust
Florida
$17.7K -$4.74K -25 -19%
KCM
522
Key Capital Management
Tennessee
$17.3K – – –
WAS
523
Winch Advisory Services
Wisconsin
$17.3K +$19.5K +103 New
ZBNA
524
Zions Bancorporation, National Association
Utah
$17.2K – – –
HNB
525
Hilltop National Bank
Wyoming
$16.8K -$40.3K -213 -68%
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