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Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
3701
Camden National Bank
Maine
$806K +$15.9K +26 +2%
SAMT
3702
Select Asset Management & Trust
Pennsylvania
$804K +$15.3K +25 +2%
OPWM
3703
Oregon Pacific Wealth Management
Oregon
$804K -$4.89K -8 -0.6%
IPW
3704
Intergy Private Wealth
Colorado
$801K +$55K +90 +7%
KW
3705
Keyvantage Wealth
Pennsylvania
$800K -$122K -200 -12%
WFM
3706
Wolff Financial Management
Michigan
$800K – – –
EPM
3707
Elm Partners Management
Pennsylvania
$800K -$7.95K -13 -0.9%
GPW
3708
Gentry Private Wealth
Kansas
$799K +$112K +183 +15%
SFCL
3709
Strengthening Families & Communities LLC
Massachusetts
$798K -$4.28K -7 -0.5%
WH
3710
Willner & Heller
California
$795K +$25.1K +41 +3%
IFO
3711
Independent Family Office
New York
$794K – – –
NO
3712
Ninety One
South Africa
$792K -$18.5M -30,250 -95%
RCP
3713
Rothschild Capital Partners
New York
$790K -$515K -843 -38%
VAMG
3714
Voisard Asset Management Group
Michigan
$789K -$19K -31 -2%
WCM
3715
Winthrop Capital Management
Indiana
$788K +$26.3K +43 +3%
SLC
3716
Second Line Capital
Louisiana
$787K -$3.8M -6,219 -82%
BCM
3717
BlueCrest Capital Management
Jersey
$786K +$854K +1,396 New
AFO
3718
Arrowroot Family Office
California
$785K +$379K +620 +80%
FEM
3719
Fulcrum Equity Management
Texas
$785K -$64.2K -105 -7%
DWA
3720
Dougherty Wealth Advisers
Minnesota
$785K – – –
SFG
3721
Sather Financial Group
Texas
$785K +$47.1K +77 +6%
GAMC
3722
Garner Asset Management Corp
Texas
$784K +$38.5K +63 +5%
WPA
3723
Wealth Preservation Advisors
Tennessee
$783K -$232K -380 -21%
PWS
3724
Precision Wealth Strategies
Missouri
$783K -$4.26M -6,974 -83%
HCWM
3725
Hidden Cove Wealth Management
Washington
$782K +$117K +191 +16%
147 148
149
150 151