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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3076
Valley Wealth Managers
New Jersey
$40.3K – – –
WBWA
3077
William B. Walkup & Associates
South Carolina
$39.7K – – –
CWM
3078
Copia Wealth Management
Oregon
$39.4K -$520 -5 -2%
CFG
3079
CKW Financial Group
Hawaii
$39K – – –
PPA
3080
Painted Porch Advisors
California
$38.8K -$3.12K -30 -9%
T
3081
Transce3nd
Texas
$38.6K -$20.8K -200 -39%
IWM
3082
IMG Wealth Management
Florida
$38.1K -$348K -3,348 -92%
GIM
3083
Gold Investment Management
Alberta, Canada
$38K – – –
TIM
3084
Total Investment Management
Arizona
$37.5K +$31.4K +302 New
HAP
3085
Harbor Asset Planning
Massachusetts
$37.4K +$31.3K +301 New
KLWA
3086
Kelly Lawrence W & Associates
California
$37.2K -$20.8K -200 -40%
CIM
3087
Contravisory Investment Management
Massachusetts
$37.2K – – –
CMA
3088
Cedar Mountain Advisors
Oregon
$36.5K – – –
STB
3089
S&T Bank
Pennsylvania
$35K +$520 +5 +2%
ATC
3090
Advantage Trust Company
Kansas
$34.7K – – –
CMP
3091
Coston McIsaac & Partners
Maine
$34K – – –
GFL
3092
Granite FO LLC
New Hampshire
$34K +$24.9K +240 +706%
KIG
3093
Kessler Investment Group
Indiana
$33.9K – – –
MAFA
3094
MJT & Associates Financial Advisory
Minnesota
$33.1K – – –
MCA
3095
Midwest Capital Advisors
Michigan
$31.3K – – –
MLA
3096
MB, Levis & Associates
Pennsylvania
$31.2K – – –
RF
3097
Robinswood Financial
Washington
$31.1K -$4.78K -46 -16%
VFM
3098
Vision Financial Markets
Connecticut
$31K +$104 +1 +0.4%
APW
3099
Atlantic Private Wealth
North Carolina
$31K – – –
YP
3100
YANKCOM Partnership
South Dakota
$31K -$8.21K -79 -24%
122 123
124
125 126