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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Cordatus Wealth Management
Pennsylvania
$750K -$3.32M -10,668 -84%
GT
1852
Glenview Trust
Kentucky
$750K -$74.8K -240 -10%
BA
1853
Bluesphere Advisors
Pennsylvania
$749K -$33.6K -108 -5%
SWM
1854
Sugarloaf Wealth Management
Georgia
$749K +$26.2K +84 +4%
KCM
1855
Karp Capital Management
California
$749K +$154K +495 +31%
NG
1856
Northstar Group
New York
$746K – – –
QTM
1857
qPULA Trading Management
New York
$746K +$647K +2,076 New
MFG
1858
Monte Financial Group
Connecticut
$744K – – –
VCM
1859
Vigilant Capital Management
Maine
$744K +$579K +1,860 +886%
MSS
1860
Mitchell Sinkler & Starr
Pennsylvania
$742K -$140K -450 -18%
MFGM
1861
Marshall Financial Group (Maryland)
Maryland
$742K +$7.47K +24 +1%
BFS
1862
Bradley Foster & Sargent
Connecticut
$742K +$209K +672 +48%
WCFA
1863
Walkner Condon Financial Advisors
Wisconsin
$742K +$643K +2,064 New
BFA
1864
Beaumont Financial Advisors
Massachusetts
$740K +$16.8K +54 +3%
ACA
1865
Aspire Capital Advisors
Washington
$738K +$640K +2,055 New
FZCM
1866
Flynn Zito Capital Management
New York
$737K – – –
RIA
1867
RPG Investment Advisory
California
$737K +$639K +2,052 New
JWM
1868
Jeppson Wealth Management
California
$736K -$7.47K -24 -1%
RG
1869
Retirement Group
California
$735K +$10.3K +33 +2%
DIP
1870
DT Investment Partners
Pennsylvania
$735K +$229K +735 +56%
ESB
1871
Essex Savings Bank
Connecticut
$734K -$18.7K -60 -3%
KOC
1872
Koss-Olinger Consulting
Florida
$734K +$9.34K +30 +1%
EWA
1873
Evolution Wealth Advisors
Florida
$733K -$70.1K -225 -10%
CNB
1874
Camden National Bank
Maine
$733K +$28K +90 +5%
KFS
1875
Kaizen Financial Strategies
California
$733K +$170K +546 +37%
73 74
75
76 77