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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2701
Sendero Wealth Management
Texas
$234K +$265K +2,478 New
TIM
2702
Tortoise Investment Management
New York
$233K -$10.7K -100 -4%
AWMG
2703
Alliance Wealth Management Group
New Jersey
$233K – – –
CWM
2704
Collaborative Wealth Management
Florida
$232K -$8.56K -80 -3%
SFG
2705
Sovereign Financial Group
Connecticut
$232K +$26.9K +251 +11%
SIC
2706
SJS Investment Consulting
Ohio
$232K +$262K +2,451 New
PFP
2707
Paragon Financial Partners
California
$231K – – –
CBN
2708
Cadence Bank NA
Texas
$228K -$2.71M -25,300 -91%
LS
2709
Livforsakringsbolaget Skandia
Sweden
$228K -$995K -9,300 -79%
AFG
2710
Alterity Financial Group
Maine
$228K -$15.7K -147 -6%
WWMSC
2711
Wagner Wealth Management (South Carolina)
South Carolina
$228K -$1.18K -11 -0.5%
BWM
2712
Birchcreek Wealth Management
Ohio
$228K +$2.68K +25 +1%
PD
2713
Planning Directions
Pennsylvania
$227K -$17.9K -167 -6%
HFW
2714
Horizon Family Wealth
Illinois
$227K +$10.1K +94 +4%
BLC
2715
Brown, Lisle/Cummings
Rhode Island
$227K +$21.4K +200 +9%
C
2716
Covestor
United Kingdom
$226K -$141K -1,322 -36%
FPGK
2717
Financial Partners Group (Kansas)
Kansas
$226K -$38.4K -359 -13%
MRI
2718
Mad River Investors
Massachusetts
$226K – – –
OIM
2719
Opus Investment Management
Massachusetts
$226K – – –
SIS
2720
Sound Income Strategies
Florida
$226K +$22.7K +212 +10%
TFA
2721
Triad Financial Advisors
North Carolina
$225K -$8.99K -84 -3%
BCM
2722
Bienville Capital Management
New York
$225K – – –
PG
2723
Prostatis Group
Maryland
$225K +$255K +2,383 New
KWM
2724
Kaydan Wealth Management
Michigan
$225K -$55.9K -522 -18%
OKSA
2725
O'Keefe Stevens Advisory
New York
$224K +$5.99K +56 +2%
107 108
109
110 111