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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2176
Beaton Management Company
Massachusetts
$227K +$210K +3,730 New
JAM
2177
JCIC Asset Management
Ontario, Canada
$227K +$22.6K +400 +12%
FM
2178
Family Management
New York
$227K +$210K +3,730 New
TW
2179
TrinityPoint Wealth
Connecticut
$227K +$210K +3,730 New
SB
2180
Simmons Bank
Arkansas
$227K -$25.4K -450 -11%
SWMP
2181
Signature Wealth Management Partners
New Jersey
$226K +$210K +3,720 New
ACM
2182
Ategra Capital Management
Virginia
$225K +$209K +3,700 New
KIA
2183
KLR Investment Advisors
Rhode Island
$225K +$228K +4,050 New
FMN
2184
Financial Management Network
California
$224K +$205K +3,630 New
WQ
2185
Wealth Quarterback
New Jersey
$223K -$119K -2,110 -36%
CWM
2186
Centric Wealth Management
Illinois
$223K – – –
TIM
2187
Tortoise Investment Management
New York
$222K -$6.2K -110 -3%
RA
2188
Rise Advisors
New York
$222K +$131K +2,320 +174%
SFC
2189
Strategic Financial Concepts
Texas
$221K +$205K +3,640 New
FFG
2190
Fortem Financial Group
California
$221K -$83.4K -1,480 -29%
VDI
2191
Vaughan David Investments
Illinois
$221K +$205K +3,640 New
CCM
2192
Colorado Capital Management
Colorado
$220K +$204K +3,620 New
MWP
2193
Madison Wealth Partners
Wisconsin
$220K +$204K +3,620 New
MIP
2194
Marietta Investment Partners
Wisconsin
$219K +$203K +3,600 New
LFP
2195
Leeward Financial Partners
Washington
$218K +$202K +3,590 New
CW
2196
Channel Wealth
California
$217K -$56.4K -1,000 -22%
AAM
2197
Austin Asset Management
Texas
$217K +$201K +3,570 New
SHF
2198
Stage Harbor Financial
Massachusetts
$217K +$201K +3,570 New
CD
2199
Chapin Davis
Maryland
$216K +$201K +3,560 New
FFG
2200
Frisch Financial Group
New York
$216K -$75K -1,330 -27%
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