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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
901
Blue Trust Inc
Georgia
$84.2K -$14.6K -103 -15%
OL
902
OneFund LLC
Florida
$80.9K -$12.6K -89 -14%
PPC
903
Park Place Capital
Alabama
$78.5K -$2.27K -16 -3%
HI
904
Harbour Investments
Wisconsin
$77.3K +$32.3K +228 +71%
W
905
WealthCollab
Washington
$77K – – –
ACA
906
Atlas Capital Advisors
Wyoming
$76.1K – – –
NAAA
907
New Age Alpha Advisors
New York
$75.4K -$1.42K -10 -2%
VC
908
Vestor Capital
Illinois
$72K +$29.3K +207 +69%
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.6K -$100K -709 -59%
LC
910
Lavaca Capital
Texas
$70.4K +$70.7K +499 New
SWM
911
Spire Wealth Management
Virginia
$66.6K -$1.28K -9 -2%
PB
912
Pinnacle Bancorp
Nebraska
$63.5K – – –
AGWCA
913
Annis Gardner Whiting Capital Advisors
Florida
$60.8K +$1.84K +13 +3%
IWS
914
Intentional Wealth Strategies
Colorado
$60.3K +$60.5K +427 New
NL
915
NKCFO LLC
Illinois
$57K -$70.9K -500 -55%
OCWP
916
Owl Creek Wealth Partners
Colorado
$56K +$56.3K +397 New
HDIM
917
Hanson & Doremus Investment Management
Vermont
$56K +$56.7K +400 New
SIC
918
SJS Investment Consulting
Ohio
$55.9K -$8.08K -57 -13%
TCM
919
Triumph Capital Management
Colorado
$54.6K +$15K +106 +38%
CFFP
920
Center for Financial Planning
Michigan
$50.2K – – –
DJSG
921
D.J. St. Germain
Massachusetts
$46.4K -$228K -1,611 -83%
CB
922
CNB Bank
Pennsylvania
$45.9K – – –
CC
923
Centiva Capital
New York
$45.7K +$45.9K +324 New
PP
924
PFS Partners
New Jersey
$44.7K – – –
CPG
925
Cornerstone Planning Group
New Jersey
$44.5K +$4.68K +33 +12%
35 36
37
38 39