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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3201
Castleview Partners
Texas
$117K -$13.6K -55 -12%
TC
3202
Trust Company
Kansas
$117K – – –
CPG
3203
Cornerstone Planning Group
New Jersey
$113K +$97.2K +394 New
WAM
3204
Worth Asset Management
Texas
$111K +$65.6K +266 +218%
MSFP
3205
Mark Sheptoff Financial Planning
Connecticut
$111K – – –
KFS
3206
Kelly Financial Services
Massachusetts
$109K -$4.69K -19 -5%
RFA
3207
Register Financial Advisors
Georgia
$109K – – –
GG
3208
Gleason Group
Kentucky
$109K +$81.4K +330 +660%
CBT
3209
CoreFirst Bank & Trust
Kansas
$107K – – –
HDIM
3210
Hanson & Doremus Investment Management
Vermont
$106K -$11.4K -46 -11%
DCM
3211
Disciplina Capital Management
Tennessee
$106K +$90.8K +368 New
TAIM
3212
TD Ameritrade Investment Management
Nebraska
$101K -$48.4K -196 -36%
SC
3213
Solstein Capital
California
$99.9K +$85.9K +348 New
SF
3214
Safeguard Financial
Wisconsin
$99K +$85.6K +347 New
OPTFSNA
3215
Old Point Trust & Financial Services N A
Virginia
$95.6K +$82.2K +333 New
OC
3216
Oakworth Capital
Alabama
$94.7K -$30.4K -123 -27%
RCM
3217
Raleigh Capital Management
North Carolina
$92.4K -$3.95K -16 -5%
IPW
3218
Impact Partnership Wealth
Georgia
$89.8K +$77.2K +313 New
PPWM
3219
PFG Private Wealth Management
Florida
$89.5K – – –
MFA
3220
McClarren Financial Advisors
Pennsylvania
$88K – – –
CWA
3221
Clearview Wealth Advisors
Oregon
$87K +$4.93K +20 +7%
AAG
3222
Armstrong Advisory Group
Massachusetts
$85.8K +$28.6K +116 +63%
OAJ
3223
Ogorek Anthony Joseph
New York
$83K +$4.2K +17 +6%
WTG
3224
West Tower Group
Virginia
$80.6K +$69.3K +281 New
CB
3225
Community Bank
New York
$80.4K – – –
127 128
129
130 131