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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2151
FLC Capital Advisors
California
$231K – – –
SA
2152
Sunesis Advisors
Kansas
$231K – – –
PA
2153
Perennial Advisors
New York
$231K – – –
VP
2154
Verum Partners
North Carolina
$231K +$237K +1,065 New
HC
2155
Hamilton Capital
Ohio
$230K +$236K +1,062 New
IA
2156
Inspire Advisors
Idaho
$230K +$236K +1,060 New
BPW
2157
BlueDoor Private Wealth
Massachusetts
$230K +$236K +1,061 New
GWM
2158
GDS Wealth Management
Texas
$229K +$236K +1,060 New
BF
2159
Baring Financial
Washington
$229K +$4.89K +22 +2%
LWM
2160
LeConte Wealth Management
Tennessee
$229K -$445 -2 -0.2%
IFPL
2161
Investments & Financial Planning LLC
Kentucky
$229K – – –
CWM
2162
Centric Wealth Management
Illinois
$229K – – –
WCP
2163
Wick Capital Partners
Pennsylvania
$228K +$234K +1,051 New
VCP
2164
Vista Capital Partners
Oregon
$228K -$3.34K -15 -1%
WWM
2165
Walser Wealth Management
Florida
$227K -$17.1K -77 -7%
SFGP
2166
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$227K -$133K -600 -36%
CCM
2167
Cloud Capital Management
Washington
$227K -$2.67K -12 -1%
SA
2168
SPG Advisors
Washington
$227K – – –
SWM
2169
Stockman Wealth Management
Montana
$227K -$86.5K -389 -27%
NWM
2170
Northwest Wealth Management
Iowa
$226K +$233K +1,046 New
MIM
2171
MTM Investment Management
South Carolina
$226K – – –
UWP
2172
Uniting Wealth Partners
Kansas
$226K +$232K +1,045 New
CCAM
2173
Cascades Capital Asset Management
North Carolina
$226K -$89.7K -403 -28%
GK
2174
Graney & King
New York
$226K – – –
KCFA
2175
Key Client Fiduciary Advisors
New Jersey
$226K -$61K -274 -21%
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