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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
3326
Coppell Advisory Solutions
Texas
$3.86M -$2.23M -12,787 -39%
APC
3327
Aspire Private Capital
North Carolina
$3.86M +$37.3K +214 +1%
EBA
3328
Eagle Bay Advisors
New York
$3.85M -$45.7K -262 -1%
TW
3329
Towerpoint Wealth
California
$3.85M -$199K -1,143 -5%
JGIA
3330
Jackson Grant Investment Advisers
Connecticut
$3.84M -$1.76M -10,095 -34%
CA
3331
Cumberland Advisors
Florida
$3.83M – – –
VAFP
3332
Vahanian & Associates Financial Planning
New York
$3.83M – – –
GJIA
3333
Glass Jacobson Investment Advisors
Maryland
$3.82M +$3.43M +19,685 New
IWN
3334
Independent Wealth Network
Iowa
$3.81M -$238K -1,367 -7%
BWM
3335
BCGM Wealth Management
Indiana
$3.8M +$996K +5,717 +41%
SGA
3336
Sustainable Growth Advisers
Connecticut
$3.79M – – –
PIAS
3337
PCA Investment Advisory Services
Ohio
$3.79M +$12.4K +71 +0.4%
CNB
3338
Camden National Bank
Maine
$3.78M -$98.5K -565 -3%
RRWA
3339
Rainey & Randall Wealth Advisors
Florida
$3.77M +$2.44K +14 +0.1%
GWI
3340
Grace & White Inc
New York
$3.77M +$761K +4,370 +29%
CMANY
3341
Capital Management Associates (New York)
New York
$3.76M +$354K +2,030 +12%
TCM
3342
Tradewinds Capital Management
Washington
$3.76M +$535K +3,072 +19%
CNFG
3343
Creegan & Nassoura Financial Group
New Hampshire
$3.76M -$30.5K -175 -0.9%
PH
3344
Pinnacle Holdings
Oklahoma
$3.76M -$73.7K -423 -2%
IWP
3345
Invenio Wealth Partners
Florida
$3.76M +$3.37M +19,364 New
BWCS
3346
Beirne Wealth Consulting Services
Connecticut
$3.75M – – –
PWM
3347
Praetorian Wealth Management
California
$3.74M +$3.66K +21 +0.1%
VCM
3348
Versant Capital Management
Arizona
$3.74M -$183K -1,050 -5%
MFS
3349
Madrona Financial Services
Washington
$3.74M -$1.22K -7 -0%
GPWA
3350
Great Point Wealth Advisors
Massachusetts
$3.74M +$162K +931 +5%
132 133
134
135 136