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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2151
Apella Capital
Connecticut
$207K – – –
KFP
2152
KMG Fiduciary Partners
Ohio
$207K +$219K +455 New
WFI
2153
West Family Investments
California
$206K -$590K -1,227 -73%
MFG
2154
Magnus Financial Group
New York
$206K +$41.4K +86 +23%
KA
2155
Kercheville Advisors
Texas
$205K -$616K -1,280 -74%
FNWM
2156
Financial Network Wealth Management
Utah
$205K – – –
PWA
2157
Pillar Wealth Advisors
Pennsylvania
$205K – – –
IWN
2158
Independent Wealth Network
Iowa
$205K +$27.4K +57 +15%
VA
2159
Valmark Advisers
Ohio
$205K +$216K +449 New
PCMC
2160
Private Capital Management (Colorado)
Colorado
$205K +$216K +450 New
CCMW
2161
Cypress Capital Management (Wyoming)
Wyoming
$204K -$140K -290 -39%
WW
2162
Westshore Wealth
California
$203K +$38.5K +80 +22%
RIL
2163
Rothschild Investment LLC
Illinois
$202K +$2.41K +5 +1%
RFA
2164
Resurgent Financial Advisors
Georgia
$202K +$214K +444 New
GAG
2165
GM Advisory Group
New York
$201K -$93.3K -194 -31%
WP
2166
WealthShield Partners
North Carolina
$201K -$14.4K -30 -6%
FWP
2167
FAS Wealth Partners
Kansas
$201K – – –
CA
2168
Cornerstone Advisory
Maryland
$200K -$39.5K -82 -16%
BAM
2169
Berkshire Asset Management
Pennsylvania
$200K +$212K +440 New
MA
2170
MCF Advisors
Kentucky
$199K +$210K +437 New
BCM
2171
Blume Capital Management
California
$196K +$2.41K +5 +1%
GGI
2172
Godsey & Gibb Inc
Virginia
$194K +$24.1K +50 +13%
BWA
2173
BDO Wealth Advisors
Florida
$194K +$96.7K +201 +90%
DMBA
2174
Deseret Mutual Benefit Administrators
Utah
$190K +$3.37K +7 +2%
RCM
2175
Regency Capital Management
Hawaii
$188K +$199K +413 New
85 86
87
88 89