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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1601
Ruedi Wealth Management
Illinois
$27.4K -$290 -1 -1%
CMBA
1602
C.M. Bidwell & Associates
Hawaii
$27.4K – – –
LB
1603
Legacy Bridge
Iowa
$27.4K – – –
VWM
1604
Valley Wealth Managers
New Jersey
$27.4K – – –
PSB
1605
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
SCM
1606
Silvant Capital Management
Georgia
$26.4K – – –
FFA
1607
Frazier Financial Advisors
Ohio
$26K – – –
EWM
1608
Evermay Wealth Management
Virginia
$26K +$11.6K +40 +73%
PCTC
1609
Perkins Coie Trust Company
Washington
$26K – – –
PMFA
1610
Plante Moran Financial Advisors
Michigan
$25.8K +$3.19K +11 +13%
PP
1611
Pacifica Partners
Canada
$24.9K -$326K -1,123 -93%
HWM
1612
HighMark Wealth Management
Minnesota
$24.8K – – –
MWM
1613
Mascoma Wealth Management
New Hampshire
$24.6K -$5.81K -20 -18%
CPG
1614
Cornerstone Planning Group
New Jersey
$24.6K +$290 +1 +1%
BIA
1615
Bell Investment Advisors
California
$23.3K – – –
CPA
1616
Capital Performance Advisors
California
$23.3K +$24.7K +85 New
TCA
1617
Trifecta Capital Advisors
Illinois
$23K – – –
FWM
1618
FSA Wealth Management
Massachusetts
$22.4K +$23.8K +82 New
GGI
1619
Godsey & Gibb Inc
Virginia
$21.9K -$2.61K -9 -10%
CB
1620
Community Bank
New York
$21.9K -$14.5K -50 -38%
WOC
1621
West Oak Capital
California
$21.1K – – –
FDCP
1622
Foster Dykema Cabot & Partners
Massachusetts
$20.6K – – –
BONH
1623
Bank of New Hampshire
New Hampshire
$20.5K – – –
NECFA
1624
New England Capital Financial Advisors
Connecticut
$20.3K – – –
BWL
1625
Bogart Wealth LLC
Virginia
$20.3K +$6.68K +23 +45%
63 64
65
66 67