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Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
2176
TCF National Bank
South Dakota
$261K +$244K +732 New
AWP
2177
Abacus Wealth Partners
California
$261K +$243K +731 New
MF
2178
Montis Financial
Massachusetts
$259K +$273K +821 New
WFA
2179
Wellspring Financial Advisors
Ohio
$258K -$26.6K -80 -10%
SFG
2180
SNS Financial Group
Minnesota
$258K – – –
SFG
2181
Summit Financial Group
West Virginia
$258K – – –
AC
2182
Apogem Capital
New York
$258K +$241K +724 New
LNWTC
2183
Laird Norton Wetherby Trust Company
Washington
$257K +$241K +723 New
TIA
2184
Tiemann Investment Advisors
California
$256K -$8.32K -25 -3%
MPCG
2185
Matrix Private Capital Group
New York
$256K – – –
PWA
2186
Phoenix Wealth Advisors
North Carolina
$253K +$236K +710 New
BCP
2187
Berkeley Capital Partners
Georgia
$252K -$18K -54 -7%
MCG
2188
MACRO Consulting Group
New Jersey
$251K +$2.33K +7 +1%
YMRC
2189
Yorktown Management & Research Company
Virginia
$250K -$156K -470 -40%
MVA
2190
Mount Vernon Associates
Maryland
$250K – – –
VPI
2191
Value Partners Investments
Manitoba, Canada
$250K +$233K +699 New
CWAG
2192
Compton Wealth Advisory Group
Virginia
$249K +$333 +1 +0.1%
GWM
2193
Greenwich Wealth Management
Connecticut
$248K -$26.3K -79 -10%
GGI
2194
Godsey & Gibb Inc
Virginia
$246K +$229K +688 New
SFO
2195
Stokes Family Office
Louisiana
$245K +$2K +6 +0.9%
KFI
2196
Key Financial Inc
Pennsylvania
$244K – – –
HA
2197
Hamel Associates
New Jersey
$241K -$59.9K -180 -21%
KA
2198
KLCM Advisors
Wisconsin
$241K – – –
MCM
2199
MV Capital Management
Maryland
$241K – – –
KPCM
2200
Kings Point Capital Management
New York
$240K -$6.65K -20 -3%
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