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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2601
Cumberland Partners
Ontario, Canada
$244K +$187K +934 New
HCM
2602
Hudson Capital Management
New Jersey
$244K +$187K +934 New
DWM
2603
Dechtman Wealth Management
Colorado
$244K +$187K +933 New
CP
2604
Covenant Partners
Tennessee
$244K +$186K +932 New
NDSI
2605
Newman Dignan & Sheerar Inc
Rhode Island
$244K +$186K +931 New
NCM
2606
Northside Capital Management
Oregon
$243K +$186K +930 New
FTC
2607
Farmers Trust Company
Ohio
$243K +$186K +929 New
AWM
2608
Aries Wealth Management
Maine
$243K +$185K +927 New
RT
2609
Rockland Trust
Massachusetts
$242K -$58.8K -294 -24%
RGF
2610
Retirement Guys Formula
Ohio
$242K -$47.8K -239 -21%
BWM
2611
Birchcreek Wealth Management
Ohio
$241K +$184K +922 New
BHWM
2612
Beaird Harris Wealth Management
Texas
$241K +$65.2K +326 +55%
TWM
2613
Trevian Wealth Management
Massachusetts
$241K +$184K +920 New
MCM
2614
Monument Capital Management
Virginia
$241K +$184K +919 New
PA
2615
Parkside Advisors
California
$240K +$184K +918 New
TFCP
2616
Twin Focus Capital Partners
Massachusetts
$239K +$183K +914 New
UWPG
2617
Ullmann Wealth Partners Group
Florida
$239K +$183K +913 New
WKWM
2618
Walter & Keenan Wealth Management
Indiana
$239K +$183K +913 New
BHWM
2619
Bay Harbor Wealth Management
Maryland
$239K – – –
BHWM
2620
Bar Harbor Wealth Management
New Hampshire
$238K +$182K +911 New
BONH
2621
Bank of New Hampshire
New Hampshire
$238K +$1.6K +8 +0.9%
RA
2622
Rise Advisors
New York
$238K -$10.2K -51 -5%
GWM
2623
GSB Wealth Management
Connecticut
$238K -$33K -165 -15%
NF
2624
Nikulski Financial
Iowa
$238K +$182K +908 New
IWP
2625
Innova Wealth Partners
Pennsylvania
$237K +$181K +907 New
103 104
105
106 107