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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
2101
Coston McIsaac & Partners
Maine
$10K – – –
SA
2102
Seneschal Advisors
Washington
$9.88K – – –
TCM
2103
Triumph Capital Management
Colorado
$9.61K +$1.63K +5 +22%
CSC
2104
Caldwell Sutter Capital
California
$9.2K -$60.7K -186 -87%
BCM
2105
Boreal Capital Management
Florida
$9.2K – – –
HIA
2106
HFM Investment Advisors
New Jersey
$9.2K +$326 +1 +4%
STB
2107
S&T Bank
Pennsylvania
$9.2K +$7.18K +22 +440%
WBWA
2108
William B. Walkup & Associates
South Carolina
$8.63K +$2.61K +8 +47%
PS
2109
Planning Strategies
Pennsylvania
$8.52K +$8.15K +25 New
CWP
2110
Clark Wealth Partners
Illinois
$8.2K -$1.96K -6 -20%
KPP
2111
Kings Path Partners
Texas
$8.18K +$7.83K +24 New
HFG
2112
Harborfront Financial Group
Michigan
$7.87K +$7.5K +23 New
MS
2113
Monetary Solutions
Ohio
$7.5K – – –
FGC
2114
Financial Gravity Companies
Texas
$7.5K +$7.18K +22 New
1IA
2115
1620 Investment Advisors
Massachusetts
$7.16K – – –
CWA
2116
Carolina Wealth Advisors
South Carolina
$7.16K – – –
GG
2117
Gleason Group
Kentucky
$7.16K +$6.85K +21 New
POIA
2118
Pin Oak Investment Advisors
Texas
$7K – – –
MAS
2119
MPWM Advisory Solutions
Georgia
$6.82K – – –
KFG
2120
Kingdom Financial Group
Arizona
$6.47K – – –
RTC
2121
Riverview Trust Company
Washington
$6.47K – – –
BWS
2122
Buck Wealth Strategies
Colorado
$6.47K +$6.2K +19 New
ECA
2123
Elevated Capital Advisors
Utah
$5.79K – – –
NL
2124
NVWM LLC
Pennsylvania
$5.45K +$652 +2 +14%
TBFA
2125
Three Bearings Fiduciary Advisors
New Hampshire
$5.13K – – –
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85
86 87