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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Crewe Advisors
Utah
$212K -$16.3K -149 -7%
PL
1802
Parthenon LLC
Kentucky
$211K -$21.9K -200 -9%
BIM
1803
Bridges Investment Management
Nebraska
$211K – – –
PWW
1804
Pettyjohn Wood & White
Virginia
$210K +$14.9K +136 +7%
BCG
1805
Breakwater Capital Group
New Jersey
$209K +$9.3K +85 +4%
PAI
1806
Pittenger & Anderson Inc
Nebraska
$209K -$114K -1,045 -33%
IPW
1807
Inlet Private Wealth
Florida
$209K – – –
TRIA
1808
Trail Ridge Investment Advisors
Colorado
$209K – – –
WPP
1809
Whalerock Point Partners
Rhode Island
$208K – – –
AWM
1810
Aries Wealth Management
Maine
$208K -$7.44K -68 -3%
AT
1811
American Trust
Kentucky
$208K -$328 -3 -0.1%
RWB
1812
RMR Wealth Builders
New Jersey
$207K +$11.9K +109 +6%
CFD
1813
Creative Financial Designs
Indiana
$207K -$5.91K -54 -3%
GA
1814
Geller Advisors
New York
$206K +$226K +2,068 New
CFCI
1815
Comprehensive Financial Consultants Institutional
Indiana
$206K – – –
WDL
1816
Well Done LLC
Michigan
$205K +$7.33K +67 +3%
FCB
1817
First Command Bank
Texas
$204K -$328 -3 -0.1%
FCFS
1818
First Command Financial Services
Texas
$204K -$328 -3 -0.1%
CNBTD
1819
Citizens National Bank Trust Department
Mississippi
$203K – – –
MWC
1820
MBM Wealth Consultants
Missouri
$203K – – –
SFI
1821
SPC Financial Inc
Maryland
$203K -$2.06M -18,819 -90%
CBA
1822
Coastal Bridge Advisors
Connecticut
$203K +$328 +3 +0.1%
SPIA
1823
Strategic Point Investment Advisors
Rhode Island
$202K +$4.38K +40 +2%
PPWM
1824
Paragon Private Wealth Management
Kentucky
$202K +$5.91K +54 +3%
LCM
1825
LCM Capital Management
Illinois
$202K +$11.3K +103 +5%
71 72
73
74 75