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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3101
Coastwise Capital Group
California
$5.89M +$531K +1,313 +9%
DWM
3102
Darwin Wealth Management
Florida
$5.89M +$1M +2,483 +19%
AGP
3103
Aspire Growth Partners
Florida
$5.89M +$313K +773 +5%
ICA
3104
Infrastructure Capital Advisors
New York
$5.88M +$4.07M +10,056 +176%
CWP
3105
Core Wealth Partners
California
$5.88M -$8.5K -21 -0.1%
RFA
3106
ROI Financial Advisors
Oregon
$5.88M -$96.3K -238 -1%
ES
3107
Eagle Strategies
New York
$5.88M +$509K +1,259 +9%
LFIA
3108
Legacy Financial Independent Advisors
Kentucky
$5.87M +$1.2M +2,956 +23%
ANC
3109
Ames National Corp
Iowa
$5.87M -$48.6K -120 -0.8%
MHC
3110
May Hill Capital
Massachusetts
$5.87M +$661K +1,634 +12%
APA
3111
Astoria Portfolio Advisors
New York
$5.87M +$961K +2,374 +18%
HP
3112
Hilltop Partners
Indiana
$5.87M +$381K +941 +6%
EIM
3113
Essex Investment Management
Massachusetts
$5.86M -$31.2K -77 -0.5%
IA
3114
Insight Advisors
Pennsylvania
$5.86M -$200K -495 -3%
TFM
3115
TFC Financial Management
Massachusetts
$5.86M -$149K -368 -2%
MFG
3116
Mosaic Financial Group
Illinois
$5.85M -$252K -623 -4%
SC
3117
Saybrook Capital
North Carolina
$5.85M -$138K -340 -2%
AEPWM
3118
Atlantic Edge Private Wealth Management
Florida
$5.83M +$13.8K +34 +0.2%
BA
3119
Bluesphere Advisors
Pennsylvania
$5.82M -$9.31K -23 -0.1%
TIA
3120
Traphagen Investment Advisors
New Jersey
$5.82M +$53.8K +133 +0.9%
BFA
3121
Blueprint Financial Advisors
North Carolina
$5.82M +$6.31M +15,590 New
WWM
3122
WT Wealth Management
Arizona
$5.81M +$1.45M +3,578 +30%
CAC
3123
Certified Advisory Corp
Florida
$5.81M -$56.2K -139 -0.9%
S
3124
Sunpointe
Missouri
$5.81M -$127K -313 -2%
JCM
3125
Jacobsen Capital Management
Utah
$5.8M +$191K +471 +3%
123 124
125
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