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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2826
Cornerstone Planning Group
New Jersey
$93.8K -$2.95K -70 -3%
CIAS
2827
CBIZ Investment Advisory Services
Ohio
$93.2K +$83.4K +1,976 +557%
GGI
2828
Godsey & Gibb Inc
Virginia
$91.7K -$9.7K -230 -9%
AWM
2829
Accredited Wealth Management
Kentucky
$90.6K +$95.6K +2,266 New
AWM
2830
Abound Wealth Management
Tennessee
$88.8K -$3.5K -83 -4%
FGC
2831
Financial Gravity Companies
Texas
$87.3K +$91.4K +2,166 +12,033%
CW
2832
Curio Wealth
Maryland
$85.1K +$89.8K +2,129 New
PP
2833
Pacifica Partners
Canada
$84.8K -$164K -3,899 -65%
WCM
2834
Winthrop Capital Management
Indiana
$84K +$295 +7 +0.3%
HC
2835
Hurley Capital
New York
$83.5K +$86.6K +2,054 New
LWA
2836
Lowe Wealth Advisors
Maryland
$82K – – –
SFFS
2837
Stonehage Fleming Financial Services
Jersey
$81.3K – – –
KWAG
2838
Kiely Wealth Advisory Group
North Carolina
$81.1K – – –
FCT
2839
First Community Trust
Iowa
$79.2K – – –
SC
2840
Sawyer & Company
Massachusetts
$79K +$83K +1,968 New
KB
2841
Kimelman & Baird
New York
$78.2K -$47.5K -1,125 -37%
IWP
2842
IAG Wealth Partners
Wisconsin
$77.6K +$28.3K +670 +53%
IHWM
2843
Iron Horse Wealth Management
Iowa
$76.2K +$7.17K +170 +10%
MLA
2844
MB, Levis & Associates
Pennsylvania
$75.8K +$295 +7 +0.4%
FPF
2845
First Pacific Financial
Washington
$74.3K +$14.8K +350 +23%
OCM
2846
Osterweis Capital Management
California
$73.7K – – –
VWM
2847
Vermillion Wealth Management
Minnesota
$73.5K +$77.5K +1,838 New
BIA
2848
Bell Investment Advisors
California
$72.3K -$8.52K -202 -10%
SIM
2849
Synergy Investment Management
Florida
$72K +$76K +1,801 New
CCMW
2850
Cypress Capital Management (Wyoming)
Wyoming
$71.9K -$2.78K -66 -4%
112 113
114
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