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CPB

Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
551
Hilton Head Capital Partners
South Carolina
$2.81K – – –
VR
552
Vision Retirement
New Jersey
$2.78K – – –
BGAI
553
Bruce G. Allen Investments
Colorado
$2.76K +$1.81K +86 +226%
CPG
554
Cornerstone Planning Group
New Jersey
$2.63K +$1.69K +80 +200%
QWM
555
Quaker Wealth Management
New Jersey
$2.56K -$84 -4 -3%
AWM
556
Abound Wealth Management
Tennessee
$2.45K +$1.71K +81 +279%
BWA
557
Basecamp Wealth Advisors
Washington
$2.45K +$1.81K +86 +358%
BAM
558
Byrne Asset Management
New Jersey
$2.23K – – –
GIA
559
GHP Investment Advisors
Colorado
$2.23K – – –
BC
560
Barrett & Company
Rhode Island
$2.13K – – –
HWA
561
Heritage Wealth Advisors
Virginia
$2.07K +$1.96K +93 New
HBW
562
Hazlett, Burt & Watson
West Virginia
$2K – – –
WA
563
WPG Advisers
Maryland
$1.98K -$6.48K -307 -78%
LAS
564
Lloyd Advisory Services
Georgia
$1.88K +$1.79K +85 New
RF
565
Rossby Financial
Florida
$1.78K -$1.5K -71 -47%
HWP
566
Highline Wealth Partners
California
$1.74K +$1.65K +78 New
DIP
567
DT Investment Partners
Pennsylvania
$1.67K – – –
PK
568
Pflug Koory
Nebraska
$1.67K – – –
SGFG
569
Silver Grove Financial Group
New York
$1.51K -$675 -32 -32%
OAG
570
Oakmont Advisory Group
New Mexico
$1.46K +$1.37K +65 New
SAM
571
Smartleaf Asset Management
Massachusetts
$1.4K – – –
STB
572
S&T Bank
Pennsylvania
$1.38K -$359 -17 -22%
JWA
573
JFS Wealth Advisors
Pennsylvania
$1.2K +$549 +26 +93%
NWMP
574
Noble Wealth Management PBC
Colorado
$1.2K +$1.14K +54 New
ACA
575
American Capital Advisory
Idaho
$1.05K -$127 -6 -11%
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