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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
2501
Stephen W. Kidder
$267K +$11.9K +282 +4%
GWA
2502
GGM Wealth Advisors
Maryland
$267K -$68.7K -1,629 -20%
MSG
2503
Main Street Group
Virginia
$267K -$184K -4,361 -40%
CFS
2504
CRA Financial Services
New Jersey
$267K -$59.1K -1,402 -17%
AIM
2505
Alhambra Investment Management
Florida
$266K -$33.4K -791 -11%
AAM
2506
Aureus Asset Management
Massachusetts
$266K +$281K +6,662 New
SFC
2507
SYM Financial Corp
Indiana
$266K +$281K +6,653 New
EGWAG
2508
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$4.51K +107 +2%
ICP
2509
Impact Capital Partners
Colorado
$265K +$280K +6,634 New
UBG
2510
United Bank (Georgia)
Georgia
$265K +$279K +6,618 New
TPWM
2511
Twelve Points Wealth Management
Massachusetts
$265K -$14.4K -341 -5%
WAM
2512
Weinberger Asset Management
California
$264K +$591 +14 +0.2%
SSG
2513
Summit Securities Group
New York
$264K -$831K -19,700 -75%
EWM
2514
Elevatus Welath Management
New York
$264K +$22.1K +525 +9%
FDDB
2515
Fidelity D&D Bancorp
Pennsylvania
$263K -$5.32K -126 -2%
SCI
2516
Silver Coast Investments
United States
$263K +$2.49K +59 +0.9%
KFS
2517
Kelly Financial Services
Massachusetts
$263K +$23K +546 +9%
BMC
2518
Benin Management Corp
Connecticut
$263K – – –
SIG
2519
Sargent Investment Group
Maryland
$263K +$30.8K +730 +12%
SIAG
2520
Signet Investment Advisory Group
Rhode Island
$262K +$277K +6,558 New
AWM
2521
Allen Wealth Management
North Carolina
$262K -$16.9K -400 -6%
MCM
2522
MV Capital Management
Maryland
$262K -$37.8K -897 -12%
MA
2523
MAS Advisors
Florida
$261K +$17.6K +417 +7%
AP
2524
Adero Partners
California
$261K +$58.2K +1,380 +27%
AA
2525
Aufman Associates
Pennsylvania
$261K -$6.83K -162 -2%
99 100
101
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