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Name Holding Trade Value Shares
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Stake
CTWM
4101
Cherry Tree Wealth Management
Minnesota
$128K
IWP
4102
IAG Wealth Partners
Wisconsin
$128K
PCM
4103
Perritt Capital Management
Illinois
$127K +$2.57K +5 +2%
PP
4104
Pacifica Partners
Canada
$126K
QL
4105
Quarry LP
New York
$122K -$23.7K -46 -18%
SC
4106
Swan Capital
Florida
$120K
RBC
4107
Roble Belko & Company
Pennsylvania
$118K
CFG
4108
CKW Financial Group
Hawaii
$115K
ATC
4109
Advantage Trust Company
Kansas
$114K -$103K -200 -50%
BG
4110
Bollard Group
Massachusetts
$113K
KPP
4111
Kings Path Partners
Texas
$110K
PH
4112
Pinnacle Holdings
Oklahoma
$109K +$97.8K +190 New
CM
4113
Capula Management
Cayman Islands
$109K +$97.8K +190 New
RCM
4114
Richardson Capital Management
Wisconsin
$106K
GCM
4115
Gables Capital Management
Florida
$100K +$51.5K +100 +133%
MCA
4116
Maryland Capital Advisors
Maryland
$98.5K
CCMI
4117
Creative Capital Management Investments
California
$96.7K
HWM
4118
HighMark Wealth Management
Minnesota
$94.5K +$7.72K +15 +10%
HFS
4119
HBC Financial Services
Washington
$94K +$12.3K +24 +18%
TCM
4120
Tradewinds Capital Management
Washington
$92.2K +$4.12K +8 +5%
AP
4121
Aspect Partners
Virginia
$92.2K +$2.57K +5 +3%
CFS
4122
CGC Financial Services
Oregon
$90.4K
SC
4123
Steph & Co
Wisconsin
$88.2K +$22.1K +43 +39%
EFP
4124
EnRich Financial Partners
Wisconsin
$87.6K
RWA
4125
Redmont Wealth Advisors
Illinois
$87K