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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
4526
Roble Belko & Company
Pennsylvania
$135K +$14.7K +25 +12%
CTWM
4527
Cherry Tree Wealth Management
Minnesota
$134K +$2.94K +5 +2%
IWP
4528
IAG Wealth Partners
Wisconsin
$131K – – –
PCM
4529
Perritt Capital Management
Illinois
$129K – – –
AP
4530
Aspect Partners
Virginia
$125K +$31.1K +53 +33%
SC
4531
Swan Capital
Florida
$123K – – –
PP
4532
Pacifica Partners
Canada
$120K -$11.7K -20 -9%
AWM
4533
Accredited Wealth Management
Kentucky
$118K +$119K +202 New
GA
4534
GoalVest Advisory
New York
$118K -$88.6K -151 -43%
FFO
4535
Fiduciary Family Office
Florida
$117K -$4.25M -7,241 -97%
NHFG
4536
New Harbor Financial Group
Massachusetts
$117K -$48.1K -82 -29%
ATC
4537
Advantage Trust Company
Kansas
$117K – – –
CSWM
4538
Cassady Schiller Wealth Management
Ohio
$115K -$54K -92 -32%
KPP
4539
Kings Path Partners
Texas
$112K – – –
FWM
4540
FSA Wealth Management
Massachusetts
$110K -$28.8K -49 -21%
MBFW
4541
Morton Brown Family Wealth
Pennsylvania
$110K +$89.8K +153 +437%
RCM
4542
Richardson Capital Management
Wisconsin
$108K – – –
CIAS
4543
CBIZ Investment Advisory Services
Ohio
$108K +$24.1K +41 +29%
CWM
4544
Copia Wealth Management
Oregon
$108K +$108K +184 New
CWP
4545
Clark Wealth Partners
Illinois
$105K +$105K +179 New
MCA
4546
Maryland Capital Advisors
Maryland
$105K +$4.11K +7 +4%
KWAG
4547
Kiely Wealth Advisory Group
North Carolina
$105K – – –
GCM
4548
Gables Capital Management
Florida
$102K – – –
CCMI
4549
Creative Capital Management Investments
California
$99K – – –
HWM
4550
HighMark Wealth Management
Minnesota
$98.7K +$2.35K +4 +2%
180 181
182
183 184