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CPNG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
601
Trifecta Capital Advisors
Illinois
$3.7K +$4.47K +157 New
AIS
602
Advocate Investing Services
Maryland
$3.42K +$4.13K +145 New
BWA
603
Basecamp Wealth Advisors
Washington
$3.35K +$4.04K +142 New
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$3.3K – – –
UB
605
UMB Bank
Missouri
$3.28K +$114 +4 +3%
KG
606
Kilter Group
New York
$3.02K +$3.13K +110 +611%
GEA
607
Glen Eagle Advisors
New Jersey
$2.83K – – –
BBHC
608
Brown Brothers Harriman & Co
New York
$2.78K +$3.36K +118 New
FFO
609
Fortitude Family Office
Arizona
$2.69K +$455 +16 +16%
DF
610
DecisionPoint Financial
Arizona
$2.52K +$3.04K +107 New
APW
611
Aventura Private Wealth
Florida
$2.36K -$5.04K -177 -64%
PMIM
612
Prudent Man Investment Management
Colorado
$2.36K -$2.85K -100 -50%
BC
613
Barrett & Company
Rhode Island
$2.36K – – –
VFM
614
Vision Financial Markets
Connecticut
$2.36K – – –
VNA
615
Valley National Advisers
Pennsylvania
$2K – – –
HPC
616
HM Payson & Co
Maine
$1.86K +$2.25K +79 New
SIC
617
SJS Investment Consulting
Ohio
$1.37K +$910 +32 +123%
BHWM
618
Bay Harbor Wealth Management
Maryland
$1.34K +$484 +17 +43%
WAG
619
Wilkerson Advisory Group
Missouri
$1.27K +$1.54K +54 New
DPW
620
DiNuzzo Private Wealth
Pennsylvania
$1.25K +$114 +4 +8%
CFG
621
Clayton Financial Group
Missouri
$1.18K +$1.42K +50 New
HWP
622
Highline Wealth Partners
California
$1.16K -$1.68K -59 -55%
BWL
623
Bogart Wealth LLC
Virginia
$1.16K -$114 -4 -8%
MCM
624
MV Capital Management
Maryland
$1.09K – – –
SA
625
Strategic Advocates
Utah
$1.06K -$3.1K -109 -71%
23 24
25
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