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CPAY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
601
Albion Financial Group
Utah
$28.3K – – –
HI
602
Harbour Investments
Wisconsin
$28.2K -$5.98K -18 -17%
MCM
603
MV Capital Management
Maryland
$28K – – –
CTC
604
Central Trust Company
Missouri
$27.7K -$47.8K -144 -63%
QL
605
Quarry LP
New York
$26.7K +$26.6K +80 New
BWL
606
Bogart Wealth LLC
Virginia
$26.3K +$2.33K +7 +10%
BWA
607
Basecamp Wealth Advisors
Washington
$26K +$1.66K +5 +7%
HFS
608
Horizon Financial Services
North Carolina
$25.7K +$10.3K +31 +67%
MA
609
Montag & Associates
Georgia
$25K +$24.9K +75 New
ZBNA
610
Zions Bancorporation, National Association
Utah
$23.7K -$47.8K -144 -67%
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$22.7K – – –
CPG
612
Cornerstone Planning Group
New Jersey
$22.6K +$332 +1 +2%
PWPS
613
Pinnacle Wealth Planning Services
Ohio
$22.3K +$1.66K +5 +8%
SL
614
Salomon & Ludwin
Virginia
$22.2K – – –
CFB
615
Cullen/Frost Bankers
Texas
$22K +$332 +1 +2%
FFO
616
Fortitude Family Office
Arizona
$20.7K -$332 -1 -2%
JWA
617
JFS Wealth Advisors
Pennsylvania
$20.7K +$332 +1 +2%
PB
618
Pinnacle Bancorp
Nebraska
$19.3K – – –
PWA
619
Physician Wealth Advisors
Utah
$18.7K -$996 -3 -5%
VR
620
Vision Retirement
New Jersey
$18.3K – – –
IFWM
621
Institute for Wealth Management
Colorado
$18.3K +$18.3K +55 New
OCWP
622
Owl Creek Wealth Partners
Colorado
$18K -$2.99K -9 -14%
AWM
623
Activest Wealth Management
Florida
$17.3K +$8.64K +26 +100%
APFP
624
Action Point Financial Planning
Michigan
$16K +$16.6K +50 New
GWM
625
Geneos Wealth Management
Colorado
$16K – – –
23 24
25
26 27