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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
4126
Z3 Capital Partners
Virginia
$592K +$599K +897 New
AWM
4127
Affinity Wealth Management
Delaware
$592K +$2.67K +4 +0.4%
MWM
4128
Mascoma Wealth Management
New Hampshire
$592K +$13.4K +20 +2%
MPW
4129
Magnolia Private Wealth
Pennsylvania
$592K +$39.4K +59 +7%
RFG
4130
Range Financial Group
Oregon
$591K +$109K +163 +22%
CPA
4131
Clear Point Advisors
New York
$591K – – –
T
4132
Tidemark
California
$591K -$16.7K -25 -3%
MWM
4133
Mattern Wealth Management
Kansas
$591K -$3.34K -5 -0.6%
SCM
4134
Sage Capital Management
New Jersey
$591K -$1.34K -2 -0.2%
CCM
4135
Colorado Capital Management
Colorado
$590K +$10K +15 +2%
CF
4136
Claris Financial
Virginia
$589K +$94.8K +142 +19%
CFG
4137
Copley Financial Group
California
$589K +$20K +30 +3%
ANBOT
4138
American National Bank of Texas
Texas
$588K – – –
VI
4139
VanderPol Investments
Michigan
$587K -$57.4K -86 -9%
AWP
4140
Avid Wealth Partners
Texas
$586K +$3.34K +5 +0.6%
LC
4141
LCNB Corp
Ohio
$586K +$33.4K +50 +6%
COCM
4142
Charter Oak Capital Management
New Hampshire
$586K +$142K +212 +31%
FC
4143
Financial Consulate
Maryland
$586K +$26.7K +40 +5%
CF
4144
Crosspoint Financial
California
$584K – – –
EWS
4145
Eagle Wealth Strategies
New Jersey
$584K +$668 +1 +0.1%
PHAM
4146
Palisades Hudson Asset Management
Florida
$584K – – –
GWM
4147
GoalFusion Wealth Management
Texas
$584K – – –
SC
4148
Summa Corp
Texas
$584K +$590K +884 New
TP
4149
Tranquility Partners
Tennessee
$583K -$98.2K -147 -14%
CNTOF
4150
Canandaigua National Trust of Florida
New York
$583K +$70.8K +106 +14%
164 165
166
167 168