Name Holding Trade Value Shares
Change
Change in
Stake
MA
2551
MKT Advisors
California
$204K +$2.19K +4 +1%
KFGK
2552
Keystone Financial Group (Kentucky)
Kentucky
$203K – – –
RA
2553
Riversedge Advisors
Delaware
$203K +$12.6K +23 +6%
SWM
2554
Sugarloaf Wealth Management
Georgia
$202K -$3.07M -5,598 -93%
MW
2555
MBL Wealth
North Carolina
$202K +$1.65K +3 +0.8%
CWM
2556
Cherrydale Wealth Management
New Jersey
$202K +$7.13K +13 +3%
WDA
2557
Wendell David Associates
New Hampshire
$202K -$27.4K -50 -11%
AWAP
2558
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$202K +$1.65K +3 +0.8%
CPWA
2559
Cerro Pacific Wealth Advisors
California
$202K – – –
XF
2560
XML Financial
Maryland
$201K -$28.5K -52 -12%
PP
2561
Pacifica Partners
Canada
$201K – – –
HFP
2562
Holistic Financial Partners
Indiana
$200K +$12.1K +22 +6%
VCM
2563
Versant Capital Management
Arizona
$199K +$31.3K +57 +17%
RA
2564
Rise Advisors
New York
$195K – – –
OA
2565
Operose Advisors
Wisconsin
$195K +$11.5K +21 +6%
BIM
2566
Breakwater Investment Management
Washington
$190K – – –
FMII
2567
Farmers & Merchants Investments Inc
Nebraska
$188K -$548 -1 -0.3%
ABWM
2568
Alpine Bank Wealth Management
Colorado
$188K +$199K +363 New
CA
2569
CoreCap Advisors
Michigan
$184K -$180K -328 -48%
TIM
2570
Tortoise Investment Management
New York
$184K +$25.2K +46 +15%
KLWA
2571
Kelly Lawrence W & Associates
California
$183K – – –
BMCM
2572
Black Maple Capital Management
Wisconsin
$181K -$357K -650 -65%
DMKJ
2573
David M. Knott Jr
$181K – – –
TFM
2574
TFC Financial Management
Massachusetts
$180K +$66.9K +122 +54%
HNB
2575
Hilltop National Bank
Wyoming
$176K -$9.32K -17 -5%