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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2451
Blue Chip Partners
Michigan
$222K -$17.1K -98 -8%
SL
2452
Summitry LLC
California
$222K +$186K +1,069 New
PMFA
2453
Plante Moran Financial Advisors
Michigan
$221K -$9.42K -54 -5%
MSA
2454
Marino Stram & Associates
Massachusetts
$221K +$185K +1,063 New
EM
2455
Excalibur Management
Massachusetts
$220K +$185K +1,060 New
AA
2456
Axiom Advisory
California
$220K +$197K +1,128 New
PCG
2457
Prosperity Consulting Group
Maryland
$220K +$185K +1,059 New
LW
2458
Linscomb Wealth
Texas
$219K -$390K -2,237 -68%
WCP
2459
Wick Capital Partners
Pennsylvania
$219K +$184K +1,054 New
PTC
2460
Philadelphia Trust Company
Pennsylvania
$218K +$184K +1,053 New
PPW
2461
PACK Private Wealth
Minnesota
$218K +$183K +1,050 New
BSB
2462
Bangor Savings Bank
Maine
$218K – – –
CC
2463
Constitution Capital
Connecticut
$218K +$183K +1,050 New
FCIM
2464
Fairview Capital Investment Management
California
$218K +$183K +1,050 New
AA
2465
AJ Advisors
Tennessee
$217K +$183K +1,047 New
MCA
2466
Millennium Capital Advisors
Arkansas
$217K +$182K +1,044 New
PNC
2467
Park National Corp
Ohio
$216K +$182K +1,043 New
WCWM
2468
Willow Creek Wealth Management
California
$216K +$182K +1,041 New
VF
2469
VitalStone Financial
Texas
$215K -$1.3M -7,440 -97%
JEST
2470
JTC Employer Solutions Trustee
Jersey
$215K – – –
BCG
2471
Breakwater Capital Group
New Jersey
$213K +$179K +1,028 New
IPW
2472
Intergy Private Wealth
Colorado
$213K +$179K +1,025 New
PCH
2473
PGIM Custom Harvest
New Jersey
$213K +$179K +1,025 New
WW
2474
Westshore Wealth
California
$212K +$178K +1,023 New
SP
2475
Successful Portfolios
Florida
$211K +$178K +1,019 New
97 98
99
100 101