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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2526
Greytown Advisors
Florida
$240K -$74.9K -900 -25%
GWM
2527
Graybill Wealth Management
Illinois
$240K – – –
HWM
2528
Highwater Wealth Management
Colorado
$239K -$18.3K -220 -8%
MFG
2529
Monte Financial Group
Connecticut
$239K – – –
PWP
2530
Personal Wealth Partners
Minnesota
$239K – – –
KLWA
2531
Kelly Lawrence W & Associates
California
$237K – – –
PG
2532
Patten Group
Tennessee
$237K +$21.6K +260 +11%
APC
2533
Aspire Private Capital
North Carolina
$237K +$38.3K +460 +21%
SSA
2534
South Street Advisors
New York
$237K +$221K +2,660 New
WFWM
2535
Wechter Feldman Wealth Management
New Jersey
$237K +$221K +2,660 New
LC
2536
Landaas & Company
Wisconsin
$235K -$46.6K -560 -18%
WPIC
2537
White Pine Investment Company
Michigan
$235K +$220K +2,640 New
RWMH
2538
Riverpoint Wealth Management Holdings
Illinois
$233K -$68.2K -820 -24%
NFGCM
2539
Norman Fields Gottscho Capital Management
New York
$233K +$218K +2,620 New
KLI
2540
Kelman-Lazarov Inc
Tennessee
$231K -$20K -240 -8%
RBC
2541
Roble Belko & Company
Pennsylvania
$231K – – –
SIA
2542
Strategic Investment Advisors
Michigan
$230K -$538K -6,460 -71%
CFA
2543
Cahill Financial Advisors
Minnesota
$230K -$21.6K -260 -9%
DLHL
2544
Donald L. Hagan LLC
Florida
$230K +$215K +2,580 New
FNB
2545
Farmers National Bank
Kentucky
$230K +$215K +2,580 New
GA
2546
Gateway Advisory
New Jersey
$230K +$215K +2,580 New
FCMC
2547
Founders Capital Management (Connecticut)
Connecticut
$228K +$213K +2,560 New
AMG
2548
Advisors Management Group
Wisconsin
$224K -$71.6K -860 -25%
TIM
2549
Tortoise Investment Management
New York
$224K +$3.33K +40 +2%
SGS
2550
Sterling Global Strategies
California
$223K +$4.99K +60 +2%
100 101
102
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