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SM Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Continuum Advisory
Idaho
$5.04K +$5.8K +193 New
PWMG
427
Private Wealth Management Group
New Jersey
$4.86K +$2.28K +76 +69%
AIC
428
Archer Investment Corporation
Indiana
$4.78K – – –
SIC
429
SJS Investment Consulting
Ohio
$4.65K +$2.28K +76 +75%
CA
430
Clearstead Advisors
Ohio
$4.65K +$5.35K +178 New
WT
431
Whittier Trust
California
$4.58K – – –
PWAM
432
Private Wealth Asset Management
Iowa
$4.54K – – –
PWA
433
Physician Wealth Advisors
Utah
$4.07K +$2.22K +74 +90%
PWMG
434
Prestige Wealth Management Group
New Jersey
$3.84K – – –
GGI
435
Godsey & Gibb Inc
Virginia
$3.58K – – –
QL
436
Quarry LP
New York
$3.42K +$3.93K +131 New
RWM
437
Rialto Wealth Management
New York
$3.34K +$1.08K +36 +39%
GFA
438
Godfrey Financial Associates
New York
$3.26K – – –
CCM
439
Chilton Capital Management
Texas
$3.24K – – –
PTC
440
Private Trust Company
Ohio
$3.24K – – –
TWD
441
True Wealth Design
Ohio
$3.11K -$4.87K -162 -58%
MCM
442
MV Capital Management
Maryland
$3.03K +$1.53K +51 +78%
TFA
443
Transamerica Financial Advisors
Florida
$2.82K +$360 +12 +13%
APFP
444
Action Point Financial Planning
Michigan
$2.77K +$3.33K +111 New
CFM
445
Cornerstone Financial Management
Massachusetts
$2.71K +$451 +15 +17%
JWA
446
JFS Wealth Advisors
Pennsylvania
$2.69K +$2.19K +73 +243%
AA
447
Ancora Advisors
Ohio
$2.61K -$40.1K -1,336 -93%
BWS
448
Buck Wealth Strategies
Colorado
$2.61K +$3K +100 New
BGAI
449
Bruce G. Allen Investments
Colorado
$2.58K +$300 +10 +11%
MHIP
450
Mountain Hill Investment Partners
New Jersey
$2.45K +$30 +1 +1%
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