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Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
2876
Thomas J. Herzfeld Advisors
Florida
$18.3K – – –
CTWM
2877
Cherry Tree Wealth Management
Minnesota
$17K +$13K +65 New
CCC
2878
Chelsea Counsel Company
California
$15.7K -$40K -200 -77%
OBWP
2879
O'Brien Wealth Partners
Massachusetts
$15.7K +$12K +60 New
NBT
2880
Northwest Bank & Trust
Iowa
$15.7K +$12K +60 New
MIM
2881
Meridiem Investment Management
United Kingdom
$15.7K – – –
MTIC
2882
Missouri Trust & Investment Company
Missouri
$14.9K – – –
BWAM
2883
Boyd Watterson Asset Management
Ohio
$12.6K – – –
HCA
2884
Heck Capital Advisors
Wisconsin
$12.6K – – –
CC
2885
Centiva Capital
New York
$12.3K -$1.04M -5,201 -99%
ARS
2886
Adirondack Retirement Specialists
New York
$12K -$6.8K -34 -43%
RWM
2887
Ruedi Wealth Management
Illinois
$11K – – –
GIS
2888
Grayhawk Investment Strategies
Alberta, Canada
$10.2K – – –
BCM
2889
Bourgeon Capital Management
Connecticut
$9.95K +$1.6K +8 +27%
RTL
2890
Red Tortoise LLC
Georgia
$9.95K +$2.6K +13 +52%
ACM
2891
Antonetti Capital Management
Florida
$9.42K -$2.4K -12 -25%
FPFS
2892
First Personal Financial Services
North Carolina
$8.48K – – –
FMTCOCP
2893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K -$9K -45 -60%
NOI
2894
Newton One Investments
Delaware
$7.85K – – –
APW
2895
Atlantic Private Wealth
North Carolina
$7.85K – – –
GI
2896
GS Investments
Minnesota
$7.85K – – –
RCM
2897
Ravenstone Capital Management
$7.85K – – –
BCM
2898
Birch Capital Management
Texas
$7.85K +$6K +30 New
NF
2899
Norwood Financial
Pennsylvania
$7.85K – – –
BFPW
2900
BOK Financial Private Wealth
Colorado
$7.07K -$9K -45 -63%
114 115
116
117 118