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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1751
Cape Ann Savings Bank
Massachusetts
$1.12M -$78.8K -1,487 -6%
TMWM
1752
Taylor & Morgan Wealth Management
Michigan
$1.11M -$283K -5,337 -20%
OIM
1753
Orca Investment Management
Oregon
$1.11M -$4.98K -94 -0.4%
AGP
1754
Autumn Glory Partners
Texas
$1.11M +$200K +3,778 +21%
WW
1755
Westshore Wealth
California
$1.11M +$23.5K +444 +2%
SGK
1756
Steigerwald Gordon & Koch
Virginia
$1.11M -$22K -415 -2%
AIL
1757
AGF Investments LLC
Ontario, Canada
$1.1M -$28.2K -533 -2%
NIM
1758
NuWave Investment Management
New Jersey
$1.1M +$1.01M +19,126 +751%
EWM
1759
EPG Wealth Management
Georgia
$1.1M +$132K +2,489 +13%
SBF
1760
Sara-Bay Financial
Florida
$1.1M -$14.9K -281 -1%
ARC
1761
Advisor Resource Council
Texas
$1.1M -$1.45M -27,384 -56%
RWP
1762
RWA Wealth Partners
Massachusetts
$1.1M -$5.83M -110,114 -84%
EAMA
1763
EFG Asset Management (Americas)
Florida
$1.09M +$362K +6,843 +47%
VR
1764
Viridian RIA
Washington
$1.09M -$1.12M -21,170 Closed
FPF
1765
First Pacific Financial
Washington
$1.08M +$20.5K +387 +2%
PPW
1766
Pinnacle Private Wealth
Massachusetts
$1.08M +$43.3K +818 +4%
IAA
1767
Ironsides Asset Advisors
North Carolina
$1.08M +$53 +1 +0%
BWM
1768
BigSur Wealth Management
Florida
$1.08M +$161K +3,047 +17%
RWA
1769
Ropes Wealth Advisors
Massachusetts
$1.08M -$121K -2,285 -10%
MFC
1770
Mechanics Financial Corp
Ohio
$1.08M – – –
WC
1771
Weil Company
California
$1.08M +$111K +2,090 +11%
IFAM
1772
Institutional & Family Asset Management
Colorado
$1.07M +$1.8K +34 +0.2%
HAIM
1773
Hunter Associates Investment Management
Pennsylvania
$1.07M -$212K -4,000 -16%
CS
1774
Capital Square
Tennessee
$1.07M +$75.3K +1,421 +7%
EFI
1775
EHP Funds Inc
Canada
$1.07M +$1.11M +21,020 New
69 70
71
72 73