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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2551
Consolidated Planning Corp
Georgia
$49K +$49.4K +2,380 New
AA
2552
AlphaMark Advisors
Kentucky
$48K +$7.06K +340 +17%
CFFP
2553
Center for Financial Planning
Michigan
$47K +$19.1K +920 +68%
MWM
2554
Mascoma Wealth Management
New Hampshire
$47K +$46.7K +2,250 New
HFS
2555
Horizon Financial Services
North Carolina
$47K +$47.3K +2,280 New
PCTC
2556
Perkins Coie Trust Company
Washington
$46K -$27.4K -1,320 -37%
WIM
2557
Westside Investment Management
California
$43.2K +$208 +10 +0.3%
PP
2558
PrairieView Partners
Minnesota
$41K – – –
NICM
2559
Neo Ivy Capital Management
New York
$41K +$22.2K +1,070 New
CFO
2560
CVA Family Office
Colorado
$40K -$620K -29,870 -98%
BEI
2561
Benjamin Edwards Inc
Missouri
$38K +$38.2K +1,840 New
AW
2562
Avion Wealth
Texas
$37K +$20.8K +1,000 +125%
WCMN
2563
Westchester Capital Management (Nebraska)
Nebraska
$36K – – –
FA
2564
Fortis Advisors
Pennsylvania
$33K – – –
MIM
2565
Macroview Investment Management
Maryland
$33K +$3.32K +160 +11%
CAC
2566
Core Alternative Capital
Georgia
$33K +$33.2K +1,600 New
BAM
2567
Baldrige Asset Management
Pennsylvania
$31K – – –
FPFS
2568
First Personal Financial Services
North Carolina
$29K +$4.15K +200 +17%
GTAM
2569
Global Trust Asset Management
Florida
$26K – – –
HFS
2570
HBC Financial Services
Washington
$25K – – –
MAM
2571
Marquette Asset Management
Minnesota
$25K – – –
TIM
2572
Tortoise Investment Management
New York
$24K +$10.4K +500 +78%
PB
2573
Pinnacle Bancorp
Nebraska
$24K +$23.9K +1,150 New
CAM
2574
Costello Asset Management
Pennsylvania
$21K -$20.8K -1,000 -50%
FCM
2575
Firestone Capital Management
Florida
$21K -$16.2K -780 -75%
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