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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4726
Copia Wealth Management
Oregon
$136K – – –
CIR
4727
Clear Investment Research
Georgia
$135K +$34K +55 +43%
AP
4728
Aspect Partners
Virginia
$132K -$4.33K -7 -4%
PP
4729
Pacifica Partners
Canada
$131K – – –
HAI
4730
Hennessy Advisors Inc
California
$131K +$109K +177 New
CTWM
4731
Cherry Tree Wealth Management
Minnesota
$130K -$44.5K -72 -29%
PP
4732
PrairieView Partners
Minnesota
$126K +$19.8K +32 +23%
CCMI
4733
Creative Capital Management Investments
California
$125K -$890K -1,440 -89%
HWM
4734
HighMark Wealth Management
Minnesota
$123K +$3.09K +5 +3%
OSNBOA
4735
Old Second National Bank of Aurora
Illinois
$120K +$29K +47 +41%
DRP
4736
Decker Retirement Planning
Utah
$119K +$31.5K +51 +46%
BCM
4737
Birch Capital Management
Texas
$118K – – –
STB
4738
S&T Bank
Pennsylvania
$117K +$36.5K +59 +59%
LWMI
4739
Legacy Wealth Management (Idaho)
Idaho
$117K +$19.8K +32 +25%
LIS
4740
Legacy Investment Solutions
Idaho
$117K +$97.6K +158 New
WCM
4741
WealthTrak Capital Management
Virginia
$117K +$24.1K +39 +33%
CWM
4742
Centricity Wealth Management
Ohio
$114K – – –
BMC
4743
Bear Mountain Capital
Washington
$113K -$38.3K -62 -28%
RWA
4744
Redmont Wealth Advisors
Illinois
$112K +$81.6K +132 +660%
KFP
4745
Keener Financial Planning
Texas
$110K +$92.7K +150 New
CFS
4746
CGC Financial Services
Oregon
$109K – – –
GPFA
4747
Game Plan Financial Advisors
Ohio
$109K -$165K -267 -64%
AIM
4748
Access Investment Management
Georgia
$107K +$89.6K +145 New
CAM
4749
Capco Asset Management
Florida
$106K +$89K +144 New
SHM
4750
Sagard Holdings Management
Ontario, Canada
$106K +$89K +144 New
188 189
190
191 192