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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
4076
Denver PWM
Colorado
$166K -$27.3K -53 -15%
CSWM
4077
Cassady Schiller Wealth Management
Ohio
$166K – – –
TC
4078
Trust Company
Kansas
$165K +$2.57K +5 +2%
PPA
4079
Painted Porch Advisors
California
$164K -$11.3K -22 -7%
RF
4080
Robinswood Financial
Washington
$163K – – –
NHFG
4081
New Harbor Financial Group
Massachusetts
$161K – – –
CB
4082
Community Bank
New York
$160K – – –
FCG
4083
Financial Connections Group
California
$160K -$32.9K -64 -19%
FPF
4084
First Pacific Financial
Washington
$159K – – –
SRCM
4085
Signature Resources Capital Management
California
$158K -$52.5K -102 -27%
MSWM
4086
Mowery & Schoenfeld Wealth Management
Illinois
$158K +$115K +224 +431%
BHWM
4087
Bay Harbor Wealth Management
Maryland
$153K -$5.14K -10 -4%
SNB
4088
Security National Bank
Nebraska
$152K – – –
DCBT
4089
Dakota Community Bank & Trust
North Dakota
$151K -$3.6K -7 -3%
CWM
4090
Compass Wealth Management
Connecticut
$143K – – –
ZRP
4091
Zynergy Retirement Planning
New Jersey
$143K – – –
GG
4092
Gleason Group
Kentucky
$142K – – –
BAM
4093
Bellevue Asset Management
Washington
$142K – – –
CMA
4094
Cedar Mountain Advisors
Oregon
$142K -$10.3K -20 -7%
SR
4095
Syntax Research
Florida
$140K – – –
PWM
4096
Partnership Wealth Management
Maryland
$136K -$439K -854 -78%
FWM
4097
FSA Wealth Management
Massachusetts
$136K +$122K +237 New
MAM
4098
Maytree Asset Management
Hong Kong
$132K – – –
SHIM
4099
Stone House Investment Management
Pennsylvania
$131K -$4.12K -8 -3%
FPFS
4100
First Personal Financial Services
North Carolina
$131K +$4.63K +9 +4%
162 163
164
165 166