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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2251
Massachusetts Wealth Management
Massachusetts
$301K – – –
KFC
2252
Klingenstein Fields & Co
New York
$301K +$253K +1,449 New
RBFC
2253
Roman Butler Fullerton & Co
Missouri
$299K +$325K +1,864 New
SFG
2254
Sovereign Financial Group
Connecticut
$299K +$252K +1,443 New
QPW
2255
Quantum Private Wealth
Florida
$299K -$181K -1,039 -42%
MPM
2256
Meritage Portfolio Management
Kansas
$298K +$251K +1,438 New
BAWC
2257
Boyce & Associates Wealth Consulting
Texas
$298K +$281K +1,610 New
FM
2258
Family Management
New York
$298K -$98.4K -564 -28%
SL
2259
Sentinus LLC
Illinois
$297K +$250K +1,432 New
HFRG
2260
Houlihan Financial Resource Group
Virginia
$297K – – –
KFI
2261
Key Financial Inc
Pennsylvania
$296K -$55K -315 -18%
MLFP
2262
MPS Loria Financial Planners
Illinois
$296K +$249K +1,427 New
CHC
2263
City Holding Co
West Virginia
$296K +$12.2K +70 +5%
HIC
2264
Hartline Investment Corp
Illinois
$296K -$60.4K -346 -20%
BCM
2265
Boltwood Capital Management
California
$296K +$249K +1,425 New
AAMC
2266
Asset Allocation & Management Company
Illinois
$295K -$168K -963 -40%
MIM
2267
Macroview Investment Management
Maryland
$295K +$22.3K +128 +10%
B
2268
Barings
North Carolina
$295K +$248K +1,421 New
SA
2269
Scarborough Advisors
Maryland
$294K +$248K +1,419 New
MWM
2270
Mascoma Wealth Management
New Hampshire
$293K +$61.1K +350 +24%
SFP
2271
Sweet Financial Partners
Minnesota
$293K +$246K +1,413 New
MWA
2272
Meridian Wealth Advisors
Texas
$293K +$246K +1,411 New
SGA
2273
Seaport Global Advisors
Massachusetts
$293K – – –
ME
2274
McIlrath & Eck
Washington
$292K +$44.3K +254 +22%
PFP
2275
Paragon Financial Partners
California
$292K +$246K +1,408 New
89 90
91
92 93