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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1801
Clean Yield Group
Vermont
$44.6K – – –
PP
1802
Pingora Partners
Wyoming
$44.6K +$45.6K +700 New
BHWM
1803
Beaird Harris Wealth Management
Texas
$44K – – –
TCM
1804
Tradewinds Capital Management
Washington
$43.4K +$261 +4 +0.6%
KFI
1805
Key Financial Inc
Pennsylvania
$43K -$1.5K -23 -3%
DI
1806
DAGCO Inc
Ohio
$43K – – –
MWPCG
1807
Measured Wealth Private Client Group
New Hampshire
$41.2K -$47.1K -723 -53%
SWM
1808
SHP Wealth Management
Massachusetts
$41K +$42K +644 New
DF
1809
DecisionPoint Financial
Arizona
$40.9K – – –
FP
1810
Financial Perspectives
Minnesota
$40.7K +$65 +1 +0.2%
GC
1811
Gould Capital
Washington
$40.3K -$2.8M -42,889 -99%
AFC
1812
Ares Financial Consulting
California
$40.2K +$41.1K +630 New
FMB
1813
Field & Main Bank
Kentucky
$40.1K -$7.82K -120 -16%
CPG
1814
Cornerstone Planning Group
New Jersey
$39.8K -$39.2K -602 -48%
CCM
1815
Chilton Capital Management
Texas
$39.6K -$10.8K -166 -21%
FDW
1816
Fourth Dimension Wealth
Ohio
$39.1K – – –
OC
1817
Oakworth Capital
Alabama
$39K – – –
BWM
1818
Bernard Wealth Management
Michigan
$39K – – –
JWM
1819
Jessup Wealth Management
Ohio
$38.2K +$39.1K +600 New
MTC
1820
Matrix Trust Company
Colorado
$38K +$11.8K +181 +44%
RTL
1821
Red Tortoise LLC
Georgia
$38K – – –
MVIP
1822
Mar Vista Investment Partners
California
$36.9K – – –
FC
1823
Financial Consulate
Maryland
$36.9K -$15.7K -241 -29%
HWM
1824
HighMark Wealth Management
Minnesota
$36.4K +$8.21K +126 +28%
PAM
1825
Paradigm Asset Management
New York
$36.3K – – –
71 72
73
74 75