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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
2076
Meadow Creek Wealth Advisors
Georgia
$470K -$16.9K -382 -3%
KF
2077
Krilogy Financial
Missouri
$469K -$120K -2,694 -19%
CFAM
2078
Center For Asset Management
Florida
$468K +$154K +3,463 +42%
ZIG
2079
Zuckerman Investment Group
Illinois
$466K +$517K +11,661 New
CS
2080
Cannell & Spears
New York
$464K -$359K -8,100 -41%
HSWM
2081
Hubbell Strickland Wealth Management
Louisiana
$464K -$3.5K -79 -0.7%
SFG
2082
Sunburst Financial Group
Alabama
$461K -$35.9K -809 -7%
CWM
2083
Circle Wealth Management
New Jersey
$461K -$177 -4 -0%
KA
2084
Kozak & Associates
Colorado
$460K +$1.33K +30 +0.3%
FB
2085
First Bancorp
Maine
$458K +$17.7K +398 +4%
FNC
2086
First National Corp
Massachusetts
$458K +$19.1K +430 +4%
KA
2087
Klingman & Associates
New York
$457K +$23.1K +520 +5%
BBW
2088
Blue Barn Wealth
Utah
$457K +$78K +1,759 +18%
TIM
2089
Tortoise Investment Management
New York
$457K +$299K +6,730 +143%
LB
2090
Legacy Bridge
Iowa
$456K – – –
SXL
2091
Summit X LLC
Missouri
$456K +$36.6K +824 +8%
FPCP
2092
Fort Point Capital Partners
California
$455K -$7.28K -164 -1%
MSA
2093
Marino Stram & Associates
Massachusetts
$455K +$15.7K +354 +3%
RC
2094
Roundview Capital
New Jersey
$453K +$15.3K +344 +3%
FBB
2095
Fulton Breakefield Broenniman
Maryland
$452K -$11K -247 -2%
WF
2096
Wayfinding Financial
Washington
$452K +$17.5K +394 +4%
JMFC
2097
J.M. Forbes & Co
Massachusetts
$451K -$7.1K -160 -1%
NFC
2098
Northeast Financial Consultants
Connecticut
$451K – – –
WP
2099
WealthSpring Partners
California
$450K +$499K +11,242 New
NF
2100
Norwood Financial
Pennsylvania
$449K +$18.4K +414 +4%
82 83
84
85 86