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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3201
Stonebridge Capital Advisors
Minnesota
$210K -$12.2K -100 -5%
WCM
3202
Warburton Capital Management
Oklahoma
$210K – – –
PCM
3203
Palisade Capital Management
New Jersey
$210K – – –
FWM
3204
FFT Wealth Management
Pennsylvania
$210K – – –
SR
3205
Syntax Research
Florida
$210K – – –
CCM
3206
Chiron Capital Management
Florida
$210K +$214K +1,750 New
CPL
3207
CAP Partners LLC
Tennessee
$209K – – –
DA
3208
Detalus Advisors
Missouri
$209K – – –
CWA
3209
Carolina Wealth Advisors
South Carolina
$209K +$94K +770 +79%
WLPWM
3210
Walled Lake Planning & Wealth Management
Illinois
$208K – – –
TA
3211
Townsend & Associates
Colorado
$207K – – –
IFPG
3212
Intrepid Financial Planning Group
Indiana
$207K – – –
EGWAG
3213
Elwood & Goetz Wealth Advisory Group
Georgia
$206K +$210K +1,720 New
TAM
3214
TCP Asset Management
Ohio
$206K +$210K +1,720 New
RPGNY
3215
Retirement Planning Group (New York)
New York
$206K – – –
FCM
3216
Firestone Capital Management
Florida
$205K -$155K -1,270 -43%
M
3217
MATAURO
New York
$205K -$14.6K -120 -7%
IP
3218
Investment Partners
Ohio
$205K – – –
LBC
3219
Leigh Baldwin & Co
New York
$205K – – –
TWM
3220
Topsail Wealth Management
North Carolina
$205K +$2.44K +20 +1%
OCFG
3221
O'Connor Financial Group
Illinois
$205K +$3.66K +30 +2%
PHS
3222
Pekin Hardy Strauss
Illinois
$205K +$13.4K +110 +7%
LW
3223
Lauer Wealth
Indiana
$205K – – –
PRI
3224
Prepared Retirement Institute
Pennsylvania
$204K -$48.8K -400 -19%
EA
3225
Eclectic Associates
California
$204K -$6.1K -50 -3%
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129
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