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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2376
Impact Capital Partners
Colorado
$551K +$25K +367 +5%
NSB
2377
Norway Savings Bank
Maine
$550K -$2.39K -35 -0.4%
SPWG
2378
Syntegra Private Wealth Group
Missouri
$549K -$4.5K -66 -0.8%
CFP
2379
Cascade Financial Partners
California
$549K +$14.7K +215 +3%
CPA
2380
Capital Performance Advisors
California
$548K +$60.9K +894 +13%
FPL
2381
Fortress Private Ledger
North Carolina
$548K +$65.6K +963 +14%
RWM
2382
RBA Wealth Management
California
$547K -$40.6K -595 -7%
DA
2383
Drake & Associates
Wisconsin
$546K -$117K -1,722 -19%
KF
2384
KKM Financial
Illinois
$545K +$9.88K +145 +2%
WHCI
2385
W.H. Cornerstone Investments
Massachusetts
$545K -$5.25K -77 -1%
SWM
2386
Segment Wealth Management
Texas
$544K – – –
CWA
2387
Canvas Wealth Advisors
Kansas
$544K -$20.9K -306 -4%
FPCP
2388
Fort Point Capital Partners
California
$544K -$157K -2,296 -22%
CCAM
2389
Cascades Capital Asset Management
North Carolina
$544K +$8.45K +124 +2%
SIC
2390
SJS Investment Consulting
Ohio
$543K +$299K +4,386 +124%
TCOTS
2391
Trust Company of the South
North Carolina
$542K +$42.7K +627 +9%
NO
2392
Ninety One
South Africa
$542K +$538K +7,888 New
BWA
2393
Blodgett Wealth Advisors
California
$541K +$204 +3 +0%
EW
2394
Element Wealth
Mississippi
$539K +$273 +4 +0.1%
ST
2395
Sageworth Trust
Pennsylvania
$539K +$537K +7,871 New
RPWA
2396
Regent Peak Wealth Advisors
Georgia
$538K +$536K +7,866 New
RB
2397
Renasant Bank
Mississippi
$536K -$12.3K -180 -2%
COCM
2398
Charter Oak Capital Management
New Hampshire
$536K -$682 -10 -0.1%
FNC
2399
First National Corp
Massachusetts
$535K +$42.6K +625 +9%
RWM
2400
Revisor Wealth Management
Ohio
$535K -$115K -1,692 -18%
94 95
96
97 98