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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3201
Mascoma Wealth Management
New Hampshire
$168K -$88.3K -1,266 -34%
PL
3202
PeakShares LLC
Florida
$168K +$167K +2,402 New
BHWM
3203
Beaird Harris Wealth Management
Texas
$167K -$418 -6 -0.3%
WOSD
3204
WFA of San Diego
California
$166K – – –
TCM
3205
Triumph Capital Management
Colorado
$162K +$162K +2,323 New
SOW
3206
State of Wyoming
Wyoming
$158K +$158K +2,266 New
CPG
3207
Cornerstone Planning Group
New Jersey
$155K -$57.5K -825 -28%
LP
3208
LMR Partners
United Kingdom
$152K -$802K -11,502 -84%
MIM
3209
Meridiem Investment Management
United Kingdom
$151K – – –
PWM
3210
Peck Wealth Management
New York
$151K – – –
PP
3211
Pingora Partners
Wyoming
$148K -$4.18K -60 -3%
MLA
3212
MB, Levis & Associates
Pennsylvania
$148K – – –
FAI
3213
Fiduciary Advisors Inc
Missouri
$146K +$2.09K +30 +1%
FP
3214
Financial Perspectives
Minnesota
$139K +$349 +5 +0.3%
CIAS
3215
CBIZ Investment Advisory Services
Ohio
$138K +$34.1K +489 +33%
WA
3216
Westfuller Advisors
New York
$137K -$54.9K -788 -29%
WA
3217
WPG Advisers
Maryland
$137K -$6K -86 -4%
LIA
3218
Luken Investment Analytics
Tennessee
$136K +$10.4K +149 +8%
VWWMG
3219
Vermillion & White Wealth Management Group
Pennsylvania
$134K +$209 +3 +0.1%
QWM
3220
Quaker Wealth Management
New Jersey
$133K +$2.16K +31 +2%
SA
3221
Strategic Advocates
Utah
$133K -$271K -3,886 -67%
ANBT
3222
American National Bank & Trust
Texas
$133K -$88.5K -1,269 -40%
AT
3223
Arlington Trust
Alabama
$132K -$193K -2,769 -59%
RS
3224
Rakuten Securities
Japan
$132K -$446K -6,401 -77%
CFS
3225
CGC Financial Services
Oregon
$129K – – –
127 128
129
130 131