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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2126
Stelac Advisory Services
New York
$104K -$5.43K -74 -5%
TFM
2127
TFC Financial Management
Massachusetts
$104K +$6.97K +95 +7%
DMBA
2128
Deseret Mutual Benefit Administrators
Utah
$102K +$4.69K +64 +5%
BBPWM
2129
Blue Bell Private Wealth Management
Pennsylvania
$101K – – –
EP
2130
Evelyn Partners
$99.5K +$101K +1,379 New
HI
2131
Hoey Investments
Pennsylvania
$96.2K -$3.3M -45,007 -97%
SIM
2132
Synergy Investment Management
Florida
$94K +$10.1K +138 +12%
GIA
2133
GHP Investment Advisors
Colorado
$90.9K +$58.7K +800 +174%
SHIM
2134
Stone House Investment Management
Pennsylvania
$90.8K +$92K +1,254 +25,080%
AT
2135
Arlington Trust
Alabama
$90.1K -$12.3K -168 -12%
SAM
2136
Sherman Asset Management
California
$87.5K -$74.8K -1,020 -46%
DAM
2137
Delta Asset Management
Tennessee
$86.6K – – –
1L
2138
10Elms LLP
Oklahoma
$86.1K +$3.15K +43 +4%
PH
2139
Pinnacle Holdings
Oklahoma
$85.1K – – –
OWP
2140
ORG Wealth Partners
Texas
$85.1K -$62K -846 -42%
ADL
2141
Asset Dedication LLC
California
$83.1K +$57K +778 +208%
KFP
2142
Kerr Financial Planning
California
$83K +$18.3K +250 +28%
PB
2143
Prosperity Bancshares
Texas
$81.2K +$5.94K +81 +8%
WSC
2144
Wellington Shields & Co
New York
$79.4K -$25.7K -350 -24%
JWM
2145
JPL Wealth Management
Colorado
$77.4K -$6.16K -84 -7%
RF
2146
Roxbury Financial
New Jersey
$77.3K +$8.29K +113 +12%
GFL
2147
Granite FO LLC
New Hampshire
$76.1K – – –
CFP
2148
Comprehensive Financial Planning
Pennsylvania
$75.8K -$50.2K -685 -39%
CYG
2149
Clean Yield Group
Vermont
$75.3K – – –
CAL
2150
Capital Advisors Ltd
Ohio
$75K -$2.93K -40 -4%
84 85
86
87 88