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BP
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1001
Bourgeon Capital Management
Connecticut
$59.8K +$1.5K +41 +2%
NF
1002
Norwood Financial
Pennsylvania
$59.1K -$4.58K -125 -7%
NRG
1003
Nemes Rush Group
Michigan
$58.5K +$549 +15 +0.9%
RFG
1004
RFP Financial Group
Georgia
$58.3K +$10.1K +275 +20%
CB
1005
CNB Bank
Pennsylvania
$57.6K +$5.49K +150 +10%
BC
1006
Barrett & Company
Rhode Island
$56.5K +$73 +2 +0.1%
HIA
1007
Harbor Investment Advisory
Maryland
$56.2K +$38.8K +1,060 +201%
BWL
1008
Bogart Wealth LLC
Virginia
$55.9K -$22.7K -619 -28%
TVAMP
1009
Tennessee Valley Asset Management Partners
Tennessee
$55.3K +$57.2K +1,562 New
SAM
1010
S.A. Mason
Michigan
$55K – – –
CBT
1011
Central Bank & Trust
Kentucky
$54.6K – – –
GA
1012
GoalVest Advisory
New York
$54.3K -$18.4K -503 -25%
CWM
1013
Compass Wealth Management
Connecticut
$54.3K – – –
CMP
1014
Coston McIsaac & Partners
Maine
$54K -$47.6K -1,300 -46%
FCAS
1015
First Command Advisory Services
Texas
$53.5K -$15.4K -421 -22%
BCM
1016
Basso Capital Management
Connecticut
$53.1K – – –
CCM
1017
Chilton Capital Management
Texas
$50.2K – – –
JAM
1018
JCIC Asset Management
Ontario, Canada
$49.6K +$2.75K +75 +6%
BCMLT
1019
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.2K -$53.8K -1,468 -54%
CSC
1020
Caldwell Sutter Capital
California
$48.2K -$439 -12 -0.9%
HBW
1021
Hazlett, Burt & Watson
West Virginia
$48K +$73 +2 +0.1%
IFAM
1022
Institutional & Family Asset Management
Colorado
$48K – – –
SC
1023
Sawyer & Company
Massachusetts
$47K – – –
AAP
1024
Arax Advisory Partners
Colorado
$46.4K +$9.27K +253 +24%
IPW
1025
Impact Partnership Wealth
Georgia
$46K -$31.5K -859 -40%
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