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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2751
Denver PWM
Colorado
$45.6K +$44.5K +1,105 New
PCWA
2752
Pacific Capital Wealth Advisors
California
$45K +$21.6K +537 +97%
B
2753
Birchbrook
Maine
$44.6K -$1.61K -40 -4%
T
2754
Tidemark
California
$44.3K -$33.9K -840 -44%
BSC
2755
Brown Shipley & Co
United Kingdom
$41.8K +$524 +13 +1%
TLA
2756
Tanglewood Legacy Advisors
Texas
$41.2K – – –
MFA
2757
McClarren Financial Advisors
Pennsylvania
$41K -$41K -1,017 -89%
LJHT
2758
Laurie J. Hall Trustee
$41K – – –
NOI
2759
Newton One Investments
Delaware
$40.4K +$40 +1 +0.1%
MCM
2760
MidAtlantic Capital Management
Virginia
$40.2K – – –
IWP
2761
IAG Wealth Partners
Wisconsin
$39.7K -$5.88K -146 -13%
ZRP
2762
Zynergy Retirement Planning
New Jersey
$39.2K +$38.3K +951 New
FCMT
2763
Founders Capital Management (Texas)
Texas
$39K – – –
VAMG
2764
Voisard Asset Management Group
Michigan
$38.9K +$9.03K +224 +31%
SP
2765
SWS Partners
Ohio
$38.2K +$37.3K +926 New
W
2766
WealthCollab
Washington
$37.6K – – –
WWM
2767
Wolff Wiese Magana
California
$36.9K +$524 +13 +1%
GWMI
2768
Guardian Wealth Management (Illinois)
Illinois
$36.7K +$605 +15 +2%
PAI
2769
Pittenger & Anderson Inc
Nebraska
$36.4K – – –
CSWM
2770
Cassady Schiller Wealth Management
Ohio
$36.3K -$10.1K -250 -22%
OAJ
2771
Ogorek Anthony Joseph
New York
$36K +$40 +1 +0.1%
NC
2772
NewSquare Capital
Pennsylvania
$35.9K -$5K -124 -5%
WAM
2773
Westport Asset Management
Connecticut
$35.5K – – –
JEST
2774
JTC Employer Solutions Trustee
Jersey
$34K -$24.2K -600 -42%
NBT
2775
Northwest Bank & Trust
Iowa
$33.8K +$29K +720 +720%
109 110
111
112 113