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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2701
Valley Brook Capital Group
Pennsylvania
$216K – – –
LEFP
2702
Leading Edge Financial Planning
Tennessee
$215K +$514 +2 +0.2%
AWAP
2703
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$215K – – –
CT
2704
Colonial Trust
South Carolina
$215K +$8.22K +32 +4%
FC
2705
Fusion Capital
South Carolina
$214K – – –
JA
2706
JVL Associates
Michigan
$214K +$13.1K +51 +6%
MWM
2707
MBE Wealth Management
Wisconsin
$214K +$220K +856 New
ACM
2708
Anfield Capital Management
California
$214K – – –
SCA
2709
Sippican Capital Advisors
Massachusetts
$214K -$23.1K -90 -10%
SCG
2710
Sonata Capital Group
Washington
$213K -$38.5K -150 -15%
SAMT
2711
Select Asset Management & Trust
Pennsylvania
$213K – – –
LFG
2712
Leverty Financial Group
Wisconsin
$213K +$218K +850 New
P
2713
Palladiem
Pennsylvania
$212K +$218K +849 New
RH
2714
RFG Holdings
Texas
$212K +$218K +849 New
RPCA
2715
Running Point Capital Advisors
California
$212K +$7.96K +31 +4%
CB
2716
Community Bank
New York
$212K +$2.06K +8 +1%
AA
2717
AlphaMark Advisors
Kentucky
$211K -$33.1K -129 -13%
KC
2718
Kingfisher Capital
North Carolina
$211K – – –
TTWM
2719
TCV Trust & Wealth Management
Virginia
$211K +$5.14K +20 +2%
PIP
2720
Peachtree Investment Partners
Florida
$211K +$216K +842 New
RG
2721
Retirement Group
California
$210K +$53.4K +208 +33%
NSG
2722
Nalls Sherbakoff Group
Tennessee
$209K +$89.9K +350 +72%
MC
2723
Machina Capital
France
$209K +$215K +837 New
JHCP
2724
Jackson Hole Capital Partners
Oklahoma
$209K -$92.2K -359 -30%
LJAC
2725
L.J. Altfest & Co
New York
$208K -$13.1K -51 -6%
107 108
109
110 111