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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2526
Baron Wealth Management
Michigan
$215K +$228K +415 New
KL
2527
KilterHowling LLC
Colorado
$214K – – –
PMSA
2528
Patrick M. Sweeney & Associates
Illinois
$214K +$4.94K +9 +2%
MIM
2529
Merrion Investment Management
New Jersey
$213K – – –
PJWM
2530
Philip James Wealth Mangement
Georgia
$210K – – –
BSG
2531
Black Swift Group
Colorado
$210K -$2.19K -4 -1%
MHIC
2532
Marble Harbor Investment Counsel
Massachusetts
$210K – – –
VC
2533
Vicus Capital
Pennsylvania
$209K -$353K -643 -61%
TIA
2534
Traphagen Investment Advisors
New Jersey
$209K +$222K +404 New
TPWA
2535
TRUE Private Wealth Advisors
Oregon
$209K -$151K -276 -41%
YCG
2536
Yeomans Consulting Group
Georgia
$209K -$548 -1 -0.2%
CG
2537
CFO4Life Group
Texas
$209K +$1.1K +2 +0.5%
TWP
2538
Tempus Wealth Planning
California
$208K +$13.7K +25 +7%
NWWA
2539
New Wave Wealth Advisors
Arkansas
$208K -$88.9K -162 -29%
SWM
2540
Silverlake Wealth Management
Vermont
$208K +$1.1K +2 +0.5%
HOWA
2541
Heritage Oak Wealth Advisors
Florida
$208K +$220K +401 New
ACM
2542
Alpha Capital Management
Texas
$207K – – –
SFS
2543
Shaker Financial Services
Virginia
$207K – – –
LD
2544
Lipe & Dalton
New York
$207K – – –
Allstate Corporation
2545
Allstate Corporation
Illinois
$207K -$577K -1,052 -73%
FCG
2546
Fielder Capital Group
Tennessee
$206K +$7.68K +14 +4%
SWMP
2547
Signature Wealth Management Partners
New Jersey
$206K – – –
PK
2548
Pflug Koory
Nebraska
$205K +$217K +396 New
I
2549
IMPACTfolio
Colorado
$205K +$4.39K +8 +2%
SPWG
2550
Sage Private Wealth Group
Illinois
$204K -$28.5K -52 -12%