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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
2151
Investments & Financial Planning LLC
Kentucky
$229K – – –
CWM
2152
Centric Wealth Management
Illinois
$229K – – –
WCP
2153
Wick Capital Partners
Pennsylvania
$228K +$234K +1,051 New
VCP
2154
Vista Capital Partners
Oregon
$228K -$3.34K -15 -1%
WWM
2155
Walser Wealth Management
Florida
$227K -$17.1K -77 -7%
SFGP
2156
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$227K -$133K -600 -36%
CCM
2157
Cloud Capital Management
Washington
$227K -$2.67K -12 -1%
SA
2158
SPG Advisors
Washington
$227K – – –
SWM
2159
Stockman Wealth Management
Montana
$227K -$86.5K -389 -27%
NWM
2160
Northwest Wealth Management
Iowa
$226K +$233K +1,046 New
MIM
2161
MTM Investment Management
South Carolina
$226K – – –
UWP
2162
Uniting Wealth Partners
Kansas
$226K +$232K +1,045 New
CCAM
2163
Cascades Capital Asset Management
North Carolina
$226K -$89.7K -403 -28%
GK
2164
Graney & King
New York
$226K – – –
KCFA
2165
Key Client Fiduciary Advisors
New Jersey
$226K -$61K -274 -21%
SCG
2166
Sonata Capital Group
Washington
$226K – – –
BMC
2167
Benin Management Corp
Connecticut
$226K – – –
MGI
2168
Miller Global Investments
Texas
$226K – – –
SIG
2169
Sargent Investment Group
Maryland
$226K +$3.34K +15 +1%
BEAM
2170
Baker Ellis Asset Management
Washington
$226K +$232K +1,042 New
LF
2171
LifeSteps Financial
California
$225K – – –
DPI
2172
Diversified Portfolios Inc
Michigan
$224K +$231K +1,037 New
TA
2173
Tactive Advisors
Florida
$224K +$2.23K +10 +1%
MA
2174
MBA Advisors
Pennsylvania
$224K – – –
CWD
2175
Clarity Wealth Development
Oregon
$224K +$4.45K +20 +2%
85 86
87
88 89