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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1801
Kelleher Financial Advisors
New York
$860K +$210K +4,415 +32%
NL
1802
NWAM LLC
Washington
$860K +$146K +3,082 +21%
CWP
1803
Cyndeo Wealth Partners
Florida
$859K -$526K -11,087 -38%
NAS
1804
Nicolet Advisory Services
Wisconsin
$858K +$64.2K +1,353 +8%
QC
1805
Quent Capital
New York
$858K -$51.1K -1,076 -6%
IAS
1806
Insigneo Advisory Services
Florida
$856K -$307K -6,466 -25%
TL
1807
Tradewinds LLC
North Carolina
$856K +$216K +4,552 +34%
HA
1808
Harfst & Associates
Wyoming
$855K -$105K -2,215 -11%
PB
1809
Pinnacle Bancorp
Nebraska
$853K – – –
1WM
1810
1858 Wealth Management
Ohio
$853K -$58.6K -1,234 -6%
PSP
1811
Pacific Sage Partners
Washington
$853K +$7.83K +165 +0.9%
SLT
1812
St Louis Trust
Missouri
$852K – – –
GI
1813
GAMCO Investors
Connecticut
$851K +$25.8K +543 +3%
LC
1814
LCNB Corp
Ohio
$851K -$21.5K -453 -2%
LCM
1815
Liberty Capital Management
Michigan
$850K +$64.9K +1,366 +8%
MSWM
1816
McGlone Suttner Wealth Management
Wisconsin
$847K +$2.04K +43 +0.3%
MCP
1817
Mirador Capital Partners
California
$840K +$16.9K +357 +2%
TIA
1818
Tiemann Investment Advisors
California
$839K -$55.2K -1,163 -6%
TCCM
1819
Timber Creek Capital Management
Massachusetts
$837K – – –
FCCM
1820
First City Capital Management
Georgia
$836K -$125K -2,626 -13%
DG
1821
DMC Group
Alabama
$835K -$19.6K -412 -2%
EFMC
1822
Empire Financial Management Company
New York
$833K -$52.4K -1,103 -6%
DWM
1823
Drive Wealth Management
Utah
$832K +$29.3K +618 +4%
SRC
1824
Sage Rhino Capital
California
$832K +$3.42K +72 +0.4%
HWA
1825
HHM Wealth Advisors
Tennessee
$832K -$87.1K -1,834 -9%
71 72
73
74 75