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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
4126
Prism Planning Partners
Illinois
$136K -$122K -667 -50%
RWM
4127
Rialto Wealth Management
New York
$136K +$6.02K +33 +5%
KAS
4128
Kemnay Advisory Services
New York
$133K -$19.5K -107 -14%
RF
4129
Robinswood Financial
Washington
$133K +$912 +5 +0.8%
MWPCG
4130
Measured Wealth Private Client Group
New Hampshire
$130K – – –
PWMG
4131
Private Wealth Management Group
New Jersey
$129K +$14K +77 +14%
RCM
4132
Richardson Capital Management
Wisconsin
$127K – – –
BFS
4133
Burkett Financial Services
South Carolina
$127K +$18.6K +102 +20%
OCM
4134
Osterweis Capital Management
California
$124K -$37.4K -205 -26%
SMBT
4135
Southern Michigan Bank & Trust
Michigan
$124K +$109K +597 New
NSG
4136
Nalls Sherbakoff Group
Tennessee
$123K +$182 +1 +0.2%
CWM
4137
Copia Wealth Management
Oregon
$120K -$547 -3 -0.5%
MSFP
4138
Mark Sheptoff Financial Planning
Connecticut
$120K -$45.6K -250 -29%
HWM
4139
HighMark Wealth Management
Minnesota
$118K +$1.64K +9 +2%
TLFA
4140
True Link Financial Advisors
California
$118K +$104K +569 New
IA
4141
IFS Advisors
Kansas
$116K +$62.9K +345 +159%
CH
4142
CDKV Holdings
Colorado
$116K +$547 +3 +0.5%
BFS
4143
Beacon Financial Strategies
North Carolina
$115K – – –
WA
4144
Walsh & Associates
Florida
$114K +$365 +2 +0.4%
WCM
4145
Westend Capital Management
California
$114K – – –
CYG
4146
Clean Yield Group
Vermont
$112K – – –
OCM
4147
Orion Capital Management
California
$111K +$2.92K +16 +3%
VWA
4148
Valued Wealth Advisors
Utah
$111K +$45.4K +249 +86%
WAG
4149
Wilkerson Advisory Group
Missouri
$111K +$36.8K +202 +61%
LIA
4150
Luken Investment Analytics
Tennessee
$109K – – –
164 165
166
167 168