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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2576
Connecticut Wealth Management
Connecticut
$238K -$25K -154 -8%
SFP
2577
Sterling Financial Planning
New Jersey
$238K +$7.29K +45 +3%
PG
2578
Prostatis Group
Maryland
$237K -$10.4K -64 -4%
FPCP
2579
Fort Point Capital Partners
California
$237K -$64K -395 -18%
SCA
2580
Sage Capital Advisors
South Dakota
$237K -$13.5K -83 -5%
UL
2581
Unionview LLC
Washington
$237K +$3.89K +24 +1%
CSB
2582
City State Bank
Iowa
$237K +$20.6K +127 +8%
FPGK
2583
Financial Partners Group (Kansas)
Kansas
$237K +$39.9K +246 +16%
CAM
2584
Concorde Asset Management
Michigan
$237K +$283K +1,744 New
CSI
2585
Cross Staff Investments
New York
$237K +$284K +1,750 New
FFA
2586
Fragasso Financial Advisors
Pennsylvania
$236K -$49.8K -307 -15%
ATFA
2587
All Terrain Financial Advisors
Minnesota
$236K – – –
FNC
2588
First National Corp
Massachusetts
$235K -$5.19K -32 -2%
HIP
2589
Harrell Investment Partners
Texas
$235K – – –
MCM
2590
McRae Capital Management
New Jersey
$235K – – –
SIAG
2591
Safeguard Investment Advisory Group
California
$235K +$36K +222 +15%
TA
2592
TFG Advisers
Michigan
$234K -$17.8K -110 -6%
TIA
2593
Tiemann Investment Advisors
California
$232K – – –
GWA
2594
Geometric Wealth Advisors
District of Columbia
$231K -$20.4K -126 -7%
TC
2595
Tacita Capital
Ontario, Canada
$231K – – –
TFO
2596
Tarbox Family Office
California
$231K – – –
MWA
2597
Motive Wealth Advisors
Michigan
$231K +$275K +1,699 New
ICM
2598
Ionic Capital Management
New York
$231K +$276K +1,700 New
BCP
2599
Berkeley Capital Partners
Georgia
$230K -$23.5K -145 -8%
GCAC
2600
Guardian Capital Advisors (Canada)
Ontario, Canada
$230K -$8.43K -52 -3%
102 103
104
105 106