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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2576
Resonant Capital Advisors
Wisconsin
$238K -$62.2K -384 -18%
CWM
2577
Connecticut Wealth Management
Connecticut
$238K -$25K -154 -8%
SFP
2578
Sterling Financial Planning
New Jersey
$238K +$7.29K +45 +3%
PG
2579
Prostatis Group
Maryland
$237K -$10.4K -64 -4%
FPCP
2580
Fort Point Capital Partners
California
$237K -$64K -395 -18%
SCA
2581
Sage Capital Advisors
South Dakota
$237K -$13.5K -83 -5%
UL
2582
Unionview LLC
Washington
$237K +$3.89K +24 +1%
CSB
2583
City State Bank
Iowa
$237K +$20.6K +127 +8%
FPGK
2584
Financial Partners Group (Kansas)
Kansas
$237K +$39.9K +246 +16%
CAM
2585
Concorde Asset Management
Michigan
$237K +$283K +1,744 New
CSI
2586
Cross Staff Investments
New York
$237K +$284K +1,750 New
FFA
2587
Fragasso Financial Advisors
Pennsylvania
$236K -$49.8K -307 -15%
ATFA
2588
All Terrain Financial Advisors
Minnesota
$236K – – –
FNC
2589
First National Corp
Massachusetts
$235K -$5.19K -32 -2%
HIP
2590
Harrell Investment Partners
Texas
$235K – – –
MCM
2591
McRae Capital Management
New Jersey
$235K – – –
SIAG
2592
Safeguard Investment Advisory Group
California
$235K +$36K +222 +15%
TA
2593
TFG Advisers
Michigan
$234K -$17.8K -110 -6%
TIA
2594
Tiemann Investment Advisors
California
$232K – – –
GWA
2595
Geometric Wealth Advisors
District of Columbia
$231K -$20.4K -126 -7%
TC
2596
Tacita Capital
Ontario, Canada
$231K – – –
TFO
2597
Tarbox Family Office
California
$231K – – –
MWA
2598
Motive Wealth Advisors
Michigan
$231K +$275K +1,699 New
ICM
2599
Ionic Capital Management
New York
$231K +$276K +1,700 New
BCP
2600
Berkeley Capital Partners
Georgia
$230K -$23.5K -145 -8%
102 103
104
105 106