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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3176
ABLE Financial Group
Arizona
$201K +$201K +2,880 New
P
3177
Palladiem
Pennsylvania
$201K +$200K +2,871 New
NPFS
3178
Novak & Powell Financial Services
Florida
$201K -$38.6K -554 -16%
GCP
3179
Gill Capital Partners
Colorado
$201K +$200K +2,875 New
SWM
3180
Shakespeare Wealth Management
Wisconsin
$201K +$200K +2,868 New
CWM
3181
Cherrydale Wealth Management
New Jersey
$200K +$200K +2,863 New
WAG
3182
Wallace Advisory Group
California
$200K -$279K -3,998 -58%
BIA
3183
Bell Investment Advisors
California
$200K +$16.7K +240 +9%
PSB
3184
Piscataqua Savings Bank
New Hampshire
$197K +$4.6K +66 +2%
AP
3185
Aspect Partners
Virginia
$196K -$165K -2,360 -46%
BC
3186
Barrett & Company
Rhode Island
$194K – – –
CC
3187
Corsicana & Co
Texas
$194K – – –
PK
3188
Pflug Koory
Nebraska
$187K – – –
UFF
3189
USA Financial Formulas
Michigan
$187K +$186K +2,675 New
PP
3190
Pacifica Partners
Canada
$184K +$2.02K +29 +1%
ACA
3191
Atlas Capital Advisors
Wyoming
$184K +$183K +2,627 New
TAM
3192
Tucker Asset Management
Colorado
$183K -$59.3K -850 -25%
PWA
3193
Physician Wealth Advisors
Utah
$182K +$18.8K +269 +12%
BW
3194
Bravera Wealth
North Dakota
$180K +$179K +2,568 New
CRI
3195
Commonwealth Retirement Investments
Virginia
$177K +$177K +2,537 New
MEG
3196
Millstone Evans Group
Colorado
$177K +$49.1K +704 +38%
CTWM
3197
Cherry Tree Wealth Management
Minnesota
$175K +$94.3K +1,353 +118%
FDW
3198
Fourth Dimension Wealth
Ohio
$173K -$13.9K -200 -7%
MWPCG
3199
Measured Wealth Private Client Group
New Hampshire
$171K +$2.44K +35 +1%
BAM
3200
Bellevue Asset Management
Washington
$170K +$1.19K +17 +0.7%
126 127
128
129 130