Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2701
FWL Investment Management
Texas
$156K +$156K +10,650 New
MIM
2702
Meridiem Investment Management
United Kingdom
$153K +$154K +10,480 New
AP
2703
Atwood & Palmer
Missouri
$153K – – –
KHC
2704
Koesten Hirschmann & Crabtree
Kansas
$153K +$154K +10,480 New
HWM
2705
HighMark Wealth Management
Minnesota
$153K -$147 -10 -0.1%
RFG
2706
RFP Financial Group
Georgia
$152K +$153K +10,430 New
FIA
2707
FNY Investment Advisers
New York
$152K +$153K +10,460 New
DWP
2708
Destiny Wealth Partners
Florida
$152K – – –
TFM
2709
TFC Financial Management
Massachusetts
$151K -$13.8K -940 -8%
ME
2710
McIlrath & Eck
Washington
$151K – – –
BCP
2711
Blue Chip Partners
Michigan
$147K -$100K -6,830 -40%
GWSA
2712
Global Wealth Strategies & Associates
Colorado
$147K +$147K +10,030 New
APW
2713
Acima Private Wealth
Virginia
$146K – – –
UCB
2714
United Community Bank
South Carolina
$146K +$117K +8,000 +400%
MCM
2715
Magnolia Capital Management
New York
$146K – – –
GIA
2716
GHP Investment Advisors
Colorado
$145K -$91.8K -6,260 -39%
IRC
2717
Investors Research Corp
Georgia
$141K – – –
KFI
2718
Key Financial Inc
Pennsylvania
$141K – – –
WPWM
2719
Western Pacific Wealth Management
Illinois
$138K +$18.3K +1,250 +15%
RTC
2720
Riverview Trust Company
Washington
$138K +$42.4K +2,890 +44%
PFG
2721
Piershale Financial Group
Illinois
$138K +$138K +9,440 New
CIR
2722
Clear Investment Research
Georgia
$137K +$9.39K +640 +7%
TCM
2723
TD Capital Management
Tennessee
$135K – – –
CAC
2724
Core Alternative Capital
Georgia
$135K -$47.7K -3,250 -26%
CSC
2725
Caldwell Sutter Capital
California
$132K +$132K +9,030 New