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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1051
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
PCTC
1052
Perkins Coie Trust Company
Washington
$5K +$5.22K +100 New
TF
1053
TimeScale Financial
Massachusetts
$5K +$5.22K +100 New
AWM
1054
Avior Wealth Management
Nebraska
$4K – – –
SFPG
1055
Stonebridge Financial Planning Group
Florida
$4K – – –
FCM
1056
Firestone Capital Management
Florida
$4K +$522 +10 +15%
DFCM
1057
Dark Forest Capital Management
Puerto Rico
$4K +$4.6K +88 New
BCWM
1058
Bartlett & Co Wealth Management
Ohio
$3.11K – – –
CTC
1059
Central Trust Company
Missouri
$3K -$1.53M -29,362 -100%
VCM
1060
Versant Capital Management
Arizona
$3K -$418 -8 -12%
BC
1061
Bartlett & Co
Ohio
$3K – – –
BFC
1062
Bedel Financial Consulting
Indiana
$3K – – –
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
MCM
1064
Manchester Capital Management
Vermont
$3K – – –
TFO
1065
Tarbox Family Office
California
$3K – – –
CIR
1066
Clear Investment Research
Georgia
$3K +$104 +2 +3%
CFO
1067
CVA Family Office
Colorado
$3K +$2.14K +41 +273%
BAM
1068
Baldrige Asset Management
Pennsylvania
$3K +$2.61K +50 New
SCA
1069
Stonebridge Capital Advisors
Minnesota
$3K +$3.13K +60 New
TLFA
1070
True Link Financial Advisors
California
$3K +$3.34K +64 New
FIA
1071
FNY Investment Advisers
New York
$2K -$75.7K -1,450 -97%
CWA
1072
Clearview Wealth Advisors
Oregon
$2K – – –
CYG
1073
Clean Yield Group
Vermont
$2K +$2.09K +40 New
TC
1074
Truvestments Capital
Florida
$1K -$47K -900 -98%
PO
1075
Private Ocean
California
$1K -$15.7K -300 -92%
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