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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2651
Carret Asset Management
New York
$216K +$190K +1,090 New
FWM
2652
FMA Wealth Management
Massachusetts
$215K +$190K +1,088 New
WCA
2653
Waypoint Capital Advisors
Minnesota
$215K +$190K +1,087 New
TFP
2654
Traction Financial Partners
Wyoming
$215K +$175K +1,003 New
AWM
2655
Ameliora Wealth Management
Switzerland
$215K – – –
RWM
2656
Reston Wealth Management
Virginia
$214K +$189K +1,082 New
SHF
2657
Stage Harbor Financial
Massachusetts
$214K +$189K +1,080 New
WW
2658
Westshore Wealth
California
$214K +$189K +1,080 New
BAG
2659
Bridgewealth Advisory Group
California
$214K +$189K +1,079 New
CF
2660
Clarity Financial
Texas
$213K -$137K -783 -42%
PTC
2661
Philadelphia Trust Company
Pennsylvania
$213K +$188K +1,074 New
NG
2662
Northstar Group
New York
$213K +$188K +1,076 New
VFG
2663
V2 Financial group
Illinois
$213K +$160K +916 New
1SB
2664
1ST Source Bank
Indiana
$213K -$79.2K -453 -30%
CCG
2665
Capital CS Group
California
$213K -$22.5K -129 -11%
BSB
2666
Bangor Savings Bank
Maine
$212K – – –
HFM
2667
Hartford Financial Management
Connecticut
$211K +$75.5K +432 +68%
NCM
2668
Nelson Capital Management
California
$211K +$186K +1,065 New
AT
2669
American Trust
Kentucky
$211K -$36.7K -210 -16%
AL
2670
ACAS LLC
California
$210K +$159K +907 New
DJSG
2671
D.J. St. Germain
Massachusetts
$209K -$23.6K -135 -11%
SCP
2672
Stevens Capital Partners
Nebraska
$209K -$51.6K -295 -22%
WFPG
2673
Waller Financial Planning Group
Ohio
$209K -$52.4K -300 -22%
FCIM
2674
Fairview Capital Investment Management
California
$209K +$184K +1,054 New
BI
2675
Ballast Inc
Kentucky
$208K +$184K +1,050 New
105 106
107
108 109