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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2301
Vermillion Wealth Management
Minnesota
$175K -$222K -996 -55%
FCT
2302
First Community Trust
Iowa
$171K – – –
TFGT
2303
TS Financial Group (TSFG)
Illinois
$170K +$18.2K +82 +12%
MCM
2304
MV Capital Management
Maryland
$168K +$3.12K +14 +2%
APFP
2305
Action Point Financial Planning
Michigan
$168K +$174K +783 New
OSNBOA
2306
Old Second National Bank of Aurora
Illinois
$163K – – –
JFGIW
2307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K -$18K -81 -10%
MWM
2308
Mosley Wealth Management
California
$159K -$2K -9 -1%
BW
2309
Basepoint Wealth
Iowa
$157K +$2.89K +13 +2%
RBC
2310
Roble Belko & Company
Pennsylvania
$157K – – –
SIM
2311
Synergy Investment Management
Florida
$157K +$140K +630 +618%
EP
2312
Essential Partners
California
$155K +$90.8K +408 +133%
ABWM
2313
Alpine Bank Wealth Management
Colorado
$152K +$156K +702 New
BCPWM
2314
Bradley & Co Private Wealth Management
Florida
$151K – – –
IPS
2315
Investors Portfolio Services
Washington
$151K -$18.2K -82 -11%
CIS
2316
Custom Index Systems
New York
$150K +$154K +694 New
NWM
2317
Navigoe Wealth Management
California
$149K +$56.5K +254 +58%
HHCP
2318
Hilton Head Capital Partners
South Carolina
$148K – – –
BAM
2319
Bellevue Asset Management
Washington
$144K – – –
AEPWM
2320
Atlantic Edge Private Wealth Management
Florida
$144K -$1.11K -5 -0.7%
MHIP
2321
Mountain Hill Investment Partners
New Jersey
$141K – – –
MWA
2322
Medallion Wealth Advisors
Connecticut
$140K -$150K -674 -51%
AF
2323
Aviso Financial
Ontario, Canada
$140K +$144K +647 New
EF
2324
Entrust Financial
Pennsylvania
$138K -$222 -1 -0.2%
DSC
2325
Duncker Streett & Co
Missouri
$138K – – –
91 92
93
94 95