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Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3226
Coston McIsaac & Partners
Maine
$3.67M +$100K +303 +3%
MWP
3227
Madison Wealth Partners
Wisconsin
$3.66M +$367K +1,110 +11%
RIM
3228
RW Investment Management
Idaho
$3.66M -$288K -873 -7%
MS
3229
Madden Securities
Texas
$3.66M -$1.65K -5 -0%
CL
3230
CIM LLC
New York
$3.66M -$27.1K -82 -0.7%
AWG
3231
Altus Wealth Group
Colorado
$3.66M -$99.5K -301 -3%
DRS
3232
Deane Retirement Strategies
Louisiana
$3.64M +$3.81M +11,540 New
WCM
3233
WealthBridge Capital Management
Ohio
$3.64M +$216K +653 +6%
TFP
3234
Tilia Fiduciary Partners
North Carolina
$3.63M +$148K +449 +4%
PWM
3235
PBMares Wealth Management
Virginia
$3.63M +$211K +640 +6%
FB
3236
First Bancorp
Maine
$3.63M -$72.4K -219 -2%
EB
3237
Exchange Bank
California
$3.63M +$42.6K +129 +1%
EFL
3238
ERn Financial LLC
Wisconsin
$3.62M +$266K +804 +8%
GCC
3239
Game Creek Capital
Massachusetts
$3.62M +$253K +765 +7%
HWM
3240
Horizon Wealth Management
Illinois
$3.61M +$201K +609 +6%
RHP
3241
Royal Harbor Partners
Texas
$3.61M -$328K -994 -8%
RWMG
3242
Redwood Wealth Management Group
New Jersey
$3.61M +$118K +357 +3%
WWM
3243
WJ Wealth Management
Arizona
$3.61M +$174K +528 +5%
RAM
3244
Redmond Asset Management
Virginia
$3.61M +$8.59K +26 +0.2%
BDWCC
3245
B&D White Capital Company
Texas
$3.6M -$2.51M -7,583 -40%
TIA
3246
Traphagen Investment Advisors
New Jersey
$3.59M +$59.1K +179 +2%
GSIAS
3247
Garden State Investment Advisory Services
New Jersey
$3.58M -$12.6K -38 -0.3%
CCM
3248
Community Capital Management
Florida
$3.58M – – –
GCM
3249
Gables Capital Management
Florida
$3.58M -$76K -230 -2%
VWM
3250
Vigilare Wealth Management
Arizona
$3.58M -$474K -1,434 -11%
128 129
130
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