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Name Holding Trade Value Shares
Change 		Change in
Stake
UL
2701
Unionview LLC
Washington
$234K -$6.85K -64 -3%
AL
2702
ADE LLC
Maryland
$234K – – –
SWM
2703
Sendero Wealth Management
Texas
$234K +$265K +2,478 New
TIM
2704
Tortoise Investment Management
New York
$233K -$10.7K -100 -4%
AWMG
2705
Alliance Wealth Management Group
New Jersey
$233K – – –
CWM
2706
Collaborative Wealth Management
Florida
$232K -$8.56K -80 -3%
SFG
2707
Sovereign Financial Group
Connecticut
$232K +$26.9K +251 +11%
SIC
2708
SJS Investment Consulting
Ohio
$232K +$262K +2,451 New
PFP
2709
Paragon Financial Partners
California
$231K – – –
CBN
2710
Cadence Bank NA
Texas
$228K -$2.71M -25,300 -91%
LS
2711
Livforsakringsbolaget Skandia
Sweden
$228K -$995K -9,300 -79%
AFG
2712
Alterity Financial Group
Maine
$228K -$15.7K -147 -6%
WWMSC
2713
Wagner Wealth Management (South Carolina)
South Carolina
$228K -$1.18K -11 -0.5%
BWM
2714
Birchcreek Wealth Management
Ohio
$228K +$2.68K +25 +1%
PD
2715
Planning Directions
Pennsylvania
$227K -$17.9K -167 -6%
HFW
2716
Horizon Family Wealth
Illinois
$227K +$10.1K +94 +4%
BLC
2717
Brown, Lisle/Cummings
Rhode Island
$227K +$21.4K +200 +9%
C
2718
Covestor
United Kingdom
$226K -$141K -1,322 -36%
FPGK
2719
Financial Partners Group (Kansas)
Kansas
$226K -$38.4K -359 -13%
MRI
2720
Mad River Investors
Massachusetts
$226K – – –
OIM
2721
Opus Investment Management
Massachusetts
$226K – – –
SIS
2722
Sound Income Strategies
Florida
$226K +$22.7K +212 +10%
TFA
2723
Triad Financial Advisors
North Carolina
$225K -$8.99K -84 -3%
BCM
2724
Bienville Capital Management
New York
$225K – – –
PG
2725
Prostatis Group
Maryland
$225K +$255K +2,383 New
107 108
109
110 111