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Name Holding Trade Value Shares
Change 		Change in
Stake
CPH
1776
C Partners Holding
Switzerland
$203K -$46.1K -1,026 -18%
MCM
1777
McRae Capital Management
New Jersey
$203K -$18K -400 -8%
BBNB
1778
Baker Boyer National Bank
Washington
$203K +$270 +6 +0.1%
BWM
1779
Baystate Wealth Management
Massachusetts
$202K -$15.2K -339 -7%
BC
1780
Banced Corp
Illinois
$202K +$3.59K +80 +2%
OAM
1781
Occidental Asset Management
California
$201K – – –
TVWM
1782
Tower View Wealth Management
Wisconsin
$199K -$9.88K -220 -5%
CAGAS
1783
Capital Advisory Group Advisory Services
Minnesota
$196K +$201K +4,470 New
ECM
1784
Exchange Capital Management
Michigan
$194K -$4.18K -93 -2%
CFD
1785
Creative Financial Designs
Indiana
$186K +$42.7K +950 +29%
PK
1786
Pflug Koory
Nebraska
$179K +$11.9K +264 +7%
CCM
1787
Cribstone Capital Management
Maine
$178K +$2.92K +65 +2%
1IA
1788
1834 Investment Advisors
Wisconsin
$176K -$53.9K -1,200 -23%
CPA
1789
Clear Perspective Advisors
Illinois
$169K -$18.5K -411 -10%
BEAM
1790
Baker Ellis Asset Management
Washington
$169K – – –
PCP
1791
Proficio Capital Partners
Massachusetts
$167K -$31.9K -710 -16%
BWP
1792
Baldwin Wealth Partners
Massachusetts
$166K -$6.74K -150 -4%
CWM
1793
Catamount Wealth Management
Connecticut
$166K – – –
WA
1794
WealthTrust-Arizona
Arizona
$165K – – –
LF
1795
Lee Financial
Texas
$163K +$134K +2,984 +385%
KA
1796
Kaizen Advisory
Illinois
$161K – – –
AIM
1797
Advantage Investment Management
Iowa
$159K -$21.4K -476 -11%
AFIA
1798
America First Investment Advisors
Nebraska
$157K -$14.3K -319 -8%
ME
1799
McIlrath & Eck
Washington
$155K – – –
GFP
1800
Gryphon Financial Partners
Ohio
$148K -$21.2K -472 -12%
70 71
72
73 74