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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1926
Mark Sheptoff Financial Planning
Connecticut
$71.4K +$59.8K +830 +553%
CWM
1927
Consultiva Wealth Management
Puerto Rico
$69.2K +$68.4K +950 New
CAL
1928
Capital Advisors Ltd
Ohio
$69K +$11.2K +156 +20%
MEG
1929
Millstone Evans Group
Colorado
$68.9K – – –
TCM
1930
TruNorth Capital Management
Michigan
$64.8K +$64K +889 New
JWA
1931
JFS Wealth Advisors
Pennsylvania
$63.6K +$15K +208 +31%
TFA
1932
Toth Financial Advisory
Virginia
$62.7K +$8.86K +123 +17%
SO
1933
Sierra Ocean
California
$62.2K +$720 +10 +1%
BIA
1934
Bell Investment Advisors
California
$62K +$5.12K +71 +9%
ANBT
1935
American National Bank & Trust
Texas
$61.3K +$46.2K +641 +321%
CM
1936
Caption Management
Oklahoma
$60.9K -$1.48M -20,564 -96%
FG
1937
Fairman Group
Pennsylvania
$60.3K – – –
SIS
1938
Sound Income Strategies
Florida
$59.7K – – –
RI
1939
Ridgewood Investments
New Jersey
$59.5K +$11.6K +161 +25%
APW
1940
Atlantic Private Wealth
North Carolina
$58.3K – – –
1L
1941
10Elms LLP
Oklahoma
$58.3K +$57.6K +800 New
CAWM
1942
Capital A Wealth Management
Pennsylvania
$56.4K +$54.5K +757 +4,453%
BBPWM
1943
Blue Bell Private Wealth Management
Pennsylvania
$54.9K – – –
SCB
1944
Saudi Central Bank
Saudi Arabia
$54.4K +$53.7K +746 New
CA
1945
Crewe Advisors
Utah
$53.8K -$52.9K -734 -50%
BDL
1946
Banque de Luxembourg
Luxembourg
$53.8K – – –
PH
1947
Pinnacle Holdings
Oklahoma
$53.3K – – –
MAM
1948
Meeder Asset Management
Ohio
$53.2K -$22K -305 -29%
MCM
1949
Manchester Capital Management
Vermont
$52.1K +$2.02K +28 +4%
SC
1950
SouthState Corp
Florida
$51.1K +$44.5K +618 +745%
76 77
78
79 80