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Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
6001
Kastel Capital Advisors
Massachusetts
$260K – – –
VWM
6002
VanWeelden Wealth Management
Ohio
$257K -$236K -825 -48%
STCOSD
6003
Sageworth Trust Company of South Dakota
South Dakota
$257K -$251K -879 -50%
AP
6004
Arlington Partners
Alabama
$256K -$13.7K -48 -5%
SFP
6005
Sherwood Financial Partners
California
$256K – – –
TCPW
6006
Twin City Private Wealth
North Carolina
$254K -$287K -1,002 -53%
MCA
6007
Midwest Capital Advisors
Michigan
$254K +$29.2K +102 +13%
NDWM
6008
New Dimensions Wealth Management
Texas
$251K +$12.6K +44 +5%
MAG
6009
Members Advisory Group
New York
$250K – – –
LPP
6010
Life Planning Partners
Florida
$248K – – –
BAM
6011
Blueshift Asset Management
New Jersey
$248K -$594K -2,076 -71%
WLG
6012
Williamson Legacy Group
Indiana
$247K +$9.15K +32 +4%
RCM
6013
Richardson Capital Management
Wisconsin
$247K -$255K -890 -51%
TM
6014
Torren Management
California
$245K -$20K -70 -8%
PCM
6015
Polymer Capital Management
New York
$245K +$242K +846 New
FP
6016
FFG Partners
Florida
$237K +$235K +820 New
SIAM
6017
Sterling Investment Advisors (Missouri)
Missouri
$237K -$34.3K -120 -13%
BCA
6018
Bayshore Capital Advisors
Florida
$236K – – –
ASW
6019
Astoria Strategic Wealth
Texas
$235K -$2K -7 -0.9%
ULWM
6020
Upper Left Wealth Management
Florida
$232K – – –
SAS
6021
SMI Advisory Services
Indiana
$231K +$211K +739 New
AWMA
6022
Arbor Wealth Management (Arizona)
Arizona
$231K +$228K +797 New
AFS
6023
Axiom Financial Strategies
Indiana
$231K -$4.86K -17 -2%
ORG
6024
Optimist Retirement Group
Washington
$230K – – –
AWF
6025
Alpha Wealth Funds
Utah
$229K +$227K +793 New
239 240
241
242 243