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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2701
Atwood & Palmer
Missouri
$153K – – –
KHC
2702
Koesten Hirschmann & Crabtree
Kansas
$153K +$154K +10,480 New
HWM
2703
HighMark Wealth Management
Minnesota
$153K -$147 -10 -0.1%
RFG
2704
RFP Financial Group
Georgia
$152K +$153K +10,430 New
FIA
2705
FNY Investment Advisers
New York
$152K +$153K +10,460 New
DWP
2706
Destiny Wealth Partners
Florida
$152K – – –
TFM
2707
TFC Financial Management
Massachusetts
$151K -$13.8K -940 -8%
ME
2708
McIlrath & Eck
Washington
$151K – – –
BCP
2709
Blue Chip Partners
Michigan
$147K -$100K -6,830 -40%
GWSA
2710
Global Wealth Strategies & Associates
Colorado
$147K +$147K +10,030 New
APW
2711
Acima Private Wealth
Virginia
$146K – – –
UCB
2712
United Community Bank
South Carolina
$146K +$117K +8,000 +400%
MCM
2713
Magnolia Capital Management
New York
$146K – – –
GIA
2714
GHP Investment Advisors
Colorado
$145K -$91.8K -6,260 -39%
IRC
2715
Investors Research Corp
Georgia
$141K – – –
KFI
2716
Key Financial Inc
Pennsylvania
$141K – – –
WPWM
2717
Western Pacific Wealth Management
Illinois
$138K +$18.3K +1,250 +15%
RTC
2718
Riverview Trust Company
Washington
$138K +$42.4K +2,890 +44%
PFG
2719
Piershale Financial Group
Illinois
$138K +$138K +9,440 New
CIR
2720
Clear Investment Research
Georgia
$137K +$9.39K +640 +7%
TCM
2721
TD Capital Management
Tennessee
$135K – – –
CAC
2722
Core Alternative Capital
Georgia
$135K -$47.7K -3,250 -26%
CSC
2723
Caldwell Sutter Capital
California
$132K +$132K +9,030 New
EWM
2724
Evermay Wealth Management
Virginia
$131K +$26.8K +1,830 +26%
BWM
2725
BerganKDV Wealth Management
Minnesota
$131K -$39.3K -2,680 -23%
107 108
109
110 111