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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1801
Alaethes Wealth
Nevada
$922K +$456 +2 +0.1%
WWMSC
1802
Wagner Wealth Management (South Carolina)
South Carolina
$919K -$25.3K -111 -3%
RRCM
1803
Rappaport Reiches Capital Management
Illinois
$919K +$19.2K +84 +2%
EE
1804
EWG Elevate
California
$918K -$47.2K -207 -6%
SIGI
1805
Susquehanna International Group (Ireland)
Ireland
$915K +$797K +3,496 New
OFS
1806
Orrstown Financial Services
Pennsylvania
$913K +$319K +1,400 +67%
DL
1807
DOHJ LLC
Washington
$912K -$11.2K -49 -1%
VF
1808
Vista Finance
Missouri
$912K – – –
JWBC
1809
J.W. Burns & Co
New York
$909K -$10.7K -47 -1%
PIM
1810
Penobscot Investment Management
Massachusetts
$907K – – –
RWPA
1811
Richard W. Paul & Associates
Michigan
$905K -$228 -1 -0%
CM
1812
Cercano Management
Washington
$904K +$788K +3,456 New
TGAM
1813
TBH Global Asset Management
Tennessee
$903K -$109K -480 -12%
BTW
1814
Boston Trust Walden
Massachusetts
$902K – – –
PCA
1815
Pallas Capital Advisors
Massachusetts
$900K +$216K +947 +38%
CWA
1816
Consilio Wealth Advisors
Washington
$898K +$115K +505 +17%
EIA
1817
Eldridge Investment Advisors
New Hampshire
$897K – – –
AC
1818
ASB Consultores
Florida
$897K -$30.8K -135 -4%
NRI
1819
NFP Retirement Inc
California
$896K -$409K -1,795 -34%
RIG
1820
RiverFront Investment Group
Virginia
$894K +$779K +3,417 New
B
1821
BetterWealth
California
$893K -$63.9K -280 -8%
SIC
1822
Sterling Investment Counsel
New York
$891K -$294K -1,288 -27%
ME
1823
McIlrath & Eck
Washington
$890K +$43.8K +192 +6%
BRG
1824
Bay Rivers Group
Virginia
$889K – – –
MAG
1825
M3 Advisory Group
Massachusetts
$889K +$40.8K +179 +6%
71 72
73
74 75