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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1001
First United Bank & Trust
Maryland
$15.1K +$14.3K +350 New
WT
1002
Whittier Trust
California
$14.8K +$817 +20 +6%
TVAMP
1003
Tennessee Valley Asset Management Partners
Tennessee
$14.6K +$13.9K +340 New
FSWA
1004
Financial Synergies Wealth Advisors
Texas
$14.5K – – –
JWA
1005
JFS Wealth Advisors
Pennsylvania
$14.4K -$32.1K -785 -70%
CG
1006
Cutler Group
California
$14K -$20.2K -495 -60%
CSB
1007
City State Bank
Iowa
$14K – – –
HDIM
1008
Hanson & Doremus Investment Management
Vermont
$14K +$13.5K +330 New
PWMG
1009
Prestige Wealth Management Group
New Jersey
$13.3K -$817 -20 -6%
TCWA
1010
Turtle Creek Wealth Advisors
Texas
$13.3K +$12.7K +310 New
GFPC
1011
Global Financial Private Client
Florida
$12.9K – – –
HFM
1012
Hartford Financial Management
Connecticut
$12.9K – – –
SWM
1013
Sugarloaf Wealth Management
Georgia
$12.9K – – –
FFO
1014
Fortitude Family Office
Arizona
$12.3K +$11.6K +285 New
CWP
1015
Concord Wealth Partners
Virginia
$11.8K -$8.78K -215 -44%
MRCM
1016
M&R Capital Management
New Jersey
$11.2K +$10.6K +260 New
FMTCOCP
1017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$10.2K +250 New
MBFW
1018
Morton Brown Family Wealth
Pennsylvania
$10.8K +$10.2K +250 New
GPFA
1019
Game Plan Financial Advisors
Ohio
$10.8K +$10.2K +250 New
FMP
1020
Financial Management Professionals
Texas
$10K – – –
MCM
1021
MV Capital Management
Maryland
$9.68K -$613 -15 -6%
DF
1022
Dunhill Financial
United Kingdom
$9.56K +$8.99K +220 New
RA
1023
Rise Advisors
New York
$9.01K – – –
RIM
1024
Rockbridge Investment Management
New York
$8.6K +$8.17K +200 New
PS
1025
Planned Solutions
California
$8.6K +$8.17K +200 New
39 40
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42 43