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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2451
Addison Advisors
Vermont
$205K +$201K +4,114 New
HNW
2452
High Note Wealth
Minnesota
$205K +$202K +4,126 New
ACM
2453
AlphaStar Capital Management
North Carolina
$204K +$173K +3,545 New
SFC
2454
SYM Financial Corp
Indiana
$203K – – –
AIA
2455
Affinity Investment Advisors
California
$202K -$4.31M -88,229 -96%
CCM
2456
Cribstone Capital Management
Maine
$202K – – –
UWPG
2457
Ullmann Wealth Partners Group
Florida
$201K +$197K +4,025 New
RMSCM
2458
R.M. Sincerbeaux Capital Management
New York
$199K – – –
AL
2459
AJO LP
Pennsylvania
$198K -$22.8M -467,390 -99%
CWC
2460
Carolinas Wealth Consulting
North Carolina
$197K +$60.2K +1,233 +45%
RCA
2461
Ranch Capital Advisors
Florida
$194K -$8.5K -174 -4%
WPA
2462
West Paces Advisors
Georgia
$190K -$2.25K -46 -1%
APWM
2463
Atlas Private Wealth Management
New York
$190K – – –
CI
2464
CX Institutional
Indiana
$188K -$19.6K -402 -10%
CCA
2465
Childress Capital Advisors
Texas
$188K +$192K +3,925 New
FP
2466
Financial Perspectives
Minnesota
$180K -$273K -5,590 -61%
PP
2467
PrairieView Partners
Minnesota
$177K +$29.5K +604 +20%
ANBT
2468
American National Bank & Trust
Texas
$176K +$6.11K +125 +4%
HFS
2469
HBC Financial Services
Washington
$176K +$165K +3,380 New
SFG
2470
Sowa Financial Group
Rhode Island
$174K – – –
ACM
2471
AUA Capital Management
Pennsylvania
$173K – – –
PAI
2472
Pittenger & Anderson Inc
Nebraska
$171K -$429K -8,788 -72%
LGA
2473
Lebenthal Global Advisors
New York
$171K +$168K +3,450 New
CCG
2474
Ceeto Capital Group
Florida
$170K -$586K -12,000 -78%
MSFP
2475
Mark Sheptoff Financial Planning
Connecticut
$170K – – –
97 98
99
100 101