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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1626
Cape Ann Savings Bank
Massachusetts
$346K – – –
CFG
1627
Carr Financial Group
Massachusetts
$346K +$21.7K +234 +5%
SCM
1628
SOL Capital Management
Maryland
$345K -$139K -1,500 -25%
AP
1629
Appleton Partners
Massachusetts
$345K -$63.8K -687 -13%
WMG
1630
WESCAP Management Group
California
$345K – – –
PP
1631
PDS Planning
Ohio
$343K +$5.02K +54 +1%
WKWM
1632
Walter & Keenan Wealth Management
Indiana
$343K +$24.9K +268 +6%
MFG
1633
Marmo Financial Group
Tennessee
$343K – – –
IA
1634
IFG Advisors
Missouri
$341K +$558 +6 +0.1%
CMP
1635
Coston McIsaac & Partners
Maine
$340K +$42.1K +453 +11%
SAM
1636
Strategy Asset Managers
California
$340K -$26.1K -281 -8%
CJ
1637
Caitlin John
Michigan
$339K +$418K +4,500 +112,500%
LI
1638
Louisbourg Investments
New Brunswick, Canada
$339K – – –
WI
1639
Wintrust Investments
Illinois
$338K -$90K -968 -18%
CF
1640
Centaurus Financial
California
$338K +$269K +2,891 +181%
BIAS
1641
Beacon Investment Advisory Services
New Jersey
$338K +$6.78K +73 +2%
EBWM
1642
Eagle Bluffs Wealth Management
Missouri
$337K -$23.9K -257 -5%
LAM
1643
L2 Asset Management
Massachusetts
$336K +$36.3K +391 +10%
RP
1644
Riverwater Partners
Wisconsin
$333K +$175K +1,883 +74%
EFA
1645
Evernest Financial Advisors
Indiana
$333K +$5.11K +55 +1%
DFCM
1646
Dark Forest Capital Management
Puerto Rico
$333K +$411K +4,422 New
SIM
1647
Stratos Investment Management
Ohio
$333K -$169K -1,821 -29%
JFGIW
1648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K +$6.32K +68 +2%
BW
1649
BIP Wealth
Georgia
$331K -$27.9K -300 -6%
LCWP
1650
Legacy Capital Wealth Partners
Arkansas
$330K +$406K +4,372 New
64 65
66
67 68