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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2351
Castle Wealth Management
Florida
$206K – – –
FB
2352
First Bancorp
Maine
$205K +$3.31K +10 +1%
CYG
2353
Clean Yield Group
Vermont
$205K +$5.63K +17 +2%
LRIA
2354
Leonard Rickey Investment Advisors
Washington
$204K -$33.5K -101 -12%
APW
2355
Austin Private Wealth
Texas
$204K -$19.2K -58 -7%
OBWG
2356
Onyx Bridge Wealth Group
New York
$204K -$18.2K -55 -7%
KA
2357
KLCM Advisors
Wisconsin
$203K – – –
XWM
2358
Xcel Wealth Management
Florida
$203K – – –
CA
2359
Callahan Advisors
Texas
$201K – – –
TCM
2360
Tandem Capital Management
New Jersey
$201K – – –
FFG
2361
Frisch Financial Group
New York
$201K +$331 +1 +0.1%
TVWM
2362
Tower View Wealth Management
Wisconsin
$198K +$14.3K +43 +7%
GFPC
2363
Global Financial Private Client
Florida
$188K +$33.1K +100 +18%
M1FG
2364
Mach-1 Financial Group
Arkansas
$185K -$28.2K -85 -12%
WB
2365
West Bancorporation
Iowa
$184K -$51.4K -155 -19%
TFA
2366
Transamerica Financial Advisors
Florida
$178K -$54K -163 -21%
WWMSC
2367
Wagner Wealth Management (South Carolina)
South Carolina
$178K -$11.6K -35 -5%
HIM
2368
Hillsdale Investment Management
Ontario, Canada
$175K +$3.65K +11 +2%
ZIG
2369
Zullo Investment Group
Pennsylvania
$174K +$11.3K +34 +6%
CT
2370
Colonial Trust
South Carolina
$172K +$200K +604 New
RDIA
2371
RE Dickinson Investment Advisors
Iowa
$171K – – –
SPPAM
2372
Summit Partners Public Asset Management
Massachusetts
$165K +$192K +580 New
VWM
2373
Valley Wealth Managers
New Jersey
$164K -$231K -697 -55%
LB
2374
Legacy Bridge
Iowa
$163K – – –
WPWM
2375
Western Pacific Wealth Management
Illinois
$162K +$153K +461 +415%
93 94
95
96 97