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Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
3051
FSB Premier Wealth Management
Iowa
$252K +$61.8K +573 +27%
SCM
3052
Stonehearth Capital Management
Massachusetts
$251K – – –
CAC
3053
Core Alternative Capital
Georgia
$251K +$243K +2,250 +523%
CNBT
3054
Canandaigua National Bank & Trust
New York
$251K -$524K -4,861 -64%
CWA
3055
Centennial Wealth Advisory
Michigan
$251K +$10.5K +97 +4%
CCM
3056
Colorado Capital Management
Colorado
$251K – – –
SIG
3057
Spinnaker Investment Group
California
$251K +$31.8K +295 +12%
PA
3058
PharVision Advisers
Florida
$250K -$75.1K -697 -21%
WAM
3059
Wernau Asset Management
Massachusetts
$250K +$16.5K +153 +6%
KFA
3060
Kelleher Financial Advisors
New York
$249K – – –
CF
3061
Clarity Financial
Texas
$249K +$36.7K +340 +15%
DFG
3062
Demars Financial Group
Washington
$249K +$13.8K +128 +5%
HFRG
3063
Houlihan Financial Resource Group
Virginia
$249K +$28K +260 +10%
CS
3064
Cannell & Spears
New York
$249K +$1.62K +15 +0.6%
WA
3065
WealthTrust Axiom
Pennsylvania
$249K +$286K +2,655 New
PDM
3066
Penn Davis McFarland
Texas
$248K – – –
CHAM
3067
Clear Harbor Asset Management
Connecticut
$248K +$1.08K +10 +0.4%
CWL
3068
Causey Wealth LLC
Colorado
$248K +$286K +2,650 New
QWM
3069
QP Wealth Management
New Jersey
$248K +$286K +2,650 New
WWM
3070
Wiser Wealth Management
Georgia
$248K -$15.2K -141 -5%
DBIA
3071
Dumont & Blake Investment Advisors
New Jersey
$248K -$4.31K -40 -1%
NCM
3072
Noesis Capital Mangement
Florida
$248K +$10.8K +100 +4%
SLC
3073
Second Line Capital
Louisiana
$247K +$28.6K +265 +11%
TP
3074
TritonPoint Partners
Maryland
$247K +$284K +2,635 New
HNWAG
3075
High Net Worth Advisory Group
Florida
$247K -$243K -2,250 -46%
121 122
123
124 125