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Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
2551
Keystone Financial Group (Kentucky)
Kentucky
$203K – – –
RA
2552
Riversedge Advisors
Delaware
$203K +$12.6K +23 +6%
SWM
2553
Sugarloaf Wealth Management
Georgia
$202K -$3.07M -5,598 -93%
MW
2554
MBL Wealth
North Carolina
$202K +$1.65K +3 +0.8%
CWM
2555
Cherrydale Wealth Management
New Jersey
$202K +$7.13K +13 +3%
WDA
2556
Wendell David Associates
New Hampshire
$202K -$27.4K -50 -11%
AWAP
2557
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$202K +$1.65K +3 +0.8%
CPWA
2558
Cerro Pacific Wealth Advisors
California
$202K – – –
XF
2559
XML Financial
Maryland
$201K -$28.5K -52 -12%
PP
2560
Pacifica Partners
Canada
$201K – – –
HFP
2561
Holistic Financial Partners
Indiana
$200K +$12.1K +22 +6%
VCM
2562
Versant Capital Management
Arizona
$199K +$31.3K +57 +17%
RA
2563
Rise Advisors
New York
$195K – – –
OA
2564
Operose Advisors
Wisconsin
$195K +$11.5K +21 +6%
BIM
2565
Breakwater Investment Management
Washington
$190K – – –
FMII
2566
Farmers & Merchants Investments Inc
Nebraska
$188K -$548 -1 -0.3%
ABWM
2567
Alpine Bank Wealth Management
Colorado
$188K +$199K +363 New
CA
2568
CoreCap Advisors
Michigan
$184K -$180K -328 -48%
TIM
2569
Tortoise Investment Management
New York
$184K +$25.2K +46 +15%
KLWA
2570
Kelly Lawrence W & Associates
California
$183K – – –
BMCM
2571
Black Maple Capital Management
Wisconsin
$181K -$357K -650 -65%
DMKJ
2572
David M. Knott Jr
$181K – – –
TFM
2573
TFC Financial Management
Massachusetts
$180K +$66.9K +122 +54%
HNB
2574
Hilltop National Bank
Wyoming
$176K -$9.32K -17 -5%
FDCP
2575
Foster Dykema Cabot & Partners
Massachusetts
$174K +$55.9K +102 +44%
101 102
103
104 105