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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2176
Family Management
New York
$227K +$210K +3,730 New
TW
2177
TrinityPoint Wealth
Connecticut
$227K +$210K +3,730 New
SB
2178
Simmons Bank
Arkansas
$227K -$25.4K -450 -11%
SWMP
2179
Signature Wealth Management Partners
New Jersey
$226K +$210K +3,720 New
ACM
2180
Ategra Capital Management
Virginia
$225K +$209K +3,700 New
KIA
2181
KLR Investment Advisors
Rhode Island
$225K +$228K +4,050 New
FMN
2182
Financial Management Network
California
$224K +$205K +3,630 New
WQ
2183
Wealth Quarterback
New Jersey
$223K -$119K -2,110 -36%
CWM
2184
Centric Wealth Management
Illinois
$223K – – –
TIM
2185
Tortoise Investment Management
New York
$222K -$6.2K -110 -3%
RA
2186
Rise Advisors
New York
$222K +$131K +2,320 +174%
SFC
2187
Strategic Financial Concepts
Texas
$221K +$205K +3,640 New
FFG
2188
Fortem Financial Group
California
$221K -$83.4K -1,480 -29%
VDI
2189
Vaughan David Investments
Illinois
$221K +$205K +3,640 New
CCM
2190
Colorado Capital Management
Colorado
$220K +$204K +3,620 New
MWP
2191
Madison Wealth Partners
Wisconsin
$220K +$204K +3,620 New
MIP
2192
Marietta Investment Partners
Wisconsin
$219K +$203K +3,600 New
LFP
2193
Leeward Financial Partners
Washington
$218K +$202K +3,590 New
CW
2194
Channel Wealth
California
$217K -$56.4K -1,000 -22%
AAM
2195
Austin Asset Management
Texas
$217K +$201K +3,570 New
SHF
2196
Stage Harbor Financial
Massachusetts
$217K +$201K +3,570 New
CD
2197
Chapin Davis
Maryland
$216K +$201K +3,560 New
FFG
2198
Frisch Financial Group
New York
$216K -$75K -1,330 -27%
SCM
2199
Stonebridge Capital Management
California
$216K +$200K +3,550 New
RDFA
2200
Ritter Daniher Financial Advisory
Ohio
$216K – – –
86 87
88
89 90