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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1926
AUA Capital Management
Pennsylvania
$249K -$95 -1 -0%
PHAM
1927
Palisades Hudson Asset Management
Florida
$248K +$222K +2,320 New
JAM
1928
Jupiter Asset Management
United Kingdom
$248K +$222K +2,322 New
MFG
1929
Merit Financial Group
Georgia
$247K -$98.2K -1,028 -31%
CCM
1930
Condor Capital Management
New Jersey
$247K +$220K +2,305 New
WJA
1931
Willis Johnson & Associates
Texas
$247K +$220K +2,305 New
CC
1932
Copperleaf Capital
North Carolina
$245K +$218K +2,288 New
CAM
1933
Cidel Asset Management
Ontario, Canada
$244K -$300K -3,145 -58%
CNC
1934
Citizens & Northern Corp
Pennsylvania
$242K -$34.5K -361 -14%
IIA
1935
IPG Investment Advisors
California
$241K -$853K -8,937 -80%
BFWA
1936
Benchmark Financial Wealth Advisors
Florida
$241K +$215K +2,248 New
WP
1937
WealthShield Partners
North Carolina
$241K +$215K +2,256 New
CRWM
1938
Castle Rock Wealth Management
California
$240K +$2.48K +26 +1%
SVCP
1939
Silicon Valley Capital Partners
California
$240K +$214K +2,240 New
EWA
1940
Evolution Wealth Advisors
Florida
$239K -$28.6K -300 -12%
KFI
1941
Key Financial Inc
Pennsylvania
$239K -$28.6K -300 -12%
RTC
1942
Riverview Trust Company
Washington
$239K – – –
CA
1943
CGN Advisors
Kansas
$239K +$213K +2,231 New
PA
1944
PFG Advisors
Arizona
$239K +$213K +2,234 New
NFG
1945
Nadler Financial Group
Illinois
$239K +$213K +2,236 New
SWM
1946
SVA Wealth Management
Wisconsin
$238K +$213K +2,226 New
MIAS
1947
Mason Investment Advisory Services
Virginia
$238K +$212K +2,223 New
SP
1948
Successful Portfolios
Florida
$237K -$42K -440 -17%
LWP
1949
Legacy Wealth Planning
Nevada
$236K -$41.2K -432 -16%
ATFA
1950
All Terrain Financial Advisors
Minnesota
$236K +$211K +2,208 New
76 77
78
79 80