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Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
4076
Ogorek Anthony Joseph
New York
$168K +$9.78K +19 +7%
CAM
4077
Costello Asset Management
Pennsylvania
$167K – – –
DP
4078
Denver PWM
Colorado
$166K -$27.3K -53 -15%
CSWM
4079
Cassady Schiller Wealth Management
Ohio
$166K – – –
TC
4080
Trust Company
Kansas
$165K +$2.57K +5 +2%
PPA
4081
Painted Porch Advisors
California
$164K -$11.3K -22 -7%
RF
4082
Robinswood Financial
Washington
$163K – – –
NHFG
4083
New Harbor Financial Group
Massachusetts
$161K – – –
CB
4084
Community Bank
New York
$160K – – –
FCG
4085
Financial Connections Group
California
$160K -$32.9K -64 -19%
FPF
4086
First Pacific Financial
Washington
$159K – – –
SRCM
4087
Signature Resources Capital Management
California
$158K -$52.5K -102 -27%
MSWM
4088
Mowery & Schoenfeld Wealth Management
Illinois
$158K +$115K +224 +431%
BHWM
4089
Bay Harbor Wealth Management
Maryland
$153K -$5.14K -10 -4%
SNB
4090
Security National Bank
Nebraska
$152K – – –
DCBT
4091
Dakota Community Bank & Trust
North Dakota
$151K -$3.6K -7 -3%
CWM
4092
Compass Wealth Management
Connecticut
$143K – – –
ZRP
4093
Zynergy Retirement Planning
New Jersey
$143K – – –
GG
4094
Gleason Group
Kentucky
$142K – – –
BAM
4095
Bellevue Asset Management
Washington
$142K – – –
CMA
4096
Cedar Mountain Advisors
Oregon
$142K -$10.3K -20 -7%
SR
4097
Syntax Research
Florida
$140K – – –
PWM
4098
Partnership Wealth Management
Maryland
$136K -$439K -854 -78%
FWM
4099
FSA Wealth Management
Massachusetts
$136K +$122K +237 New
MAM
4100
Maytree Asset Management
Hong Kong
$132K – – –
162 163
164
165 166