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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1601
Legacy Bridge
Iowa
$27.4K – – –
VWM
1602
Valley Wealth Managers
New Jersey
$27.4K – – –
PSB
1603
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
SCM
1604
Silvant Capital Management
Georgia
$26.4K – – –
FFA
1605
Frazier Financial Advisors
Ohio
$26K – – –
EWM
1606
Evermay Wealth Management
Virginia
$26K +$11.6K +40 +73%
PCTC
1607
Perkins Coie Trust Company
Washington
$26K – – –
PMFA
1608
Plante Moran Financial Advisors
Michigan
$25.8K +$3.19K +11 +13%
PP
1609
Pacifica Partners
Canada
$24.9K -$326K -1,123 -93%
HWM
1610
HighMark Wealth Management
Minnesota
$24.8K – – –
MWM
1611
Mascoma Wealth Management
New Hampshire
$24.6K -$5.81K -20 -18%
CPG
1612
Cornerstone Planning Group
New Jersey
$24.6K +$290 +1 +1%
BIA
1613
Bell Investment Advisors
California
$23.3K – – –
CPA
1614
Capital Performance Advisors
California
$23.3K +$24.7K +85 New
TCA
1615
Trifecta Capital Advisors
Illinois
$23K – – –
FWM
1616
FSA Wealth Management
Massachusetts
$22.4K +$23.8K +82 New
GGI
1617
Godsey & Gibb Inc
Virginia
$21.9K -$2.61K -9 -10%
CB
1618
Community Bank
New York
$21.9K -$14.5K -50 -38%
FDCP
1619
Foster Dykema Cabot & Partners
Massachusetts
$20.6K – – –
BONH
1620
Bank of New Hampshire
New Hampshire
$20.5K – – –
NECFA
1621
New England Capital Financial Advisors
Connecticut
$20.3K – – –
BWL
1622
Bogart Wealth LLC
Virginia
$20.3K +$6.68K +23 +45%
GWSA
1623
Global Wealth Strategies & Associates
Colorado
$20.2K – – –
FP
1624
Financial Perspectives
Minnesota
$18.9K – – –
BWAM
1625
Boyd Watterson Asset Management
Ohio
$18.1K – – –
63 64
65
66 67