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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2101
Steigerwald Gordon & Koch
Virginia
$156K – – –
IAS
2102
IMA Advisory Services
Colorado
$156K +$12.8K +175 +9%
GP
2103
Guardian Partners
Canada
$154K -$1.47M -20,018 -90%
FWA
2104
Flagship Wealth Advisors
Massachusetts
$145K +$2.57K +35 +2%
SR
2105
Swiss Re
Switzerland
$144K +$114K +1,551 +345%
VWM
2106
Valley Wealth Managers
New Jersey
$144K +$147K +2,000 New
AF
2107
Aviso Financial
Ontario, Canada
$142K -$803K -10,953 -85%
1IA
2108
1620 Investment Advisors
Massachusetts
$134K +$1.03K +14 +0.8%
HNB
2109
Hilltop National Bank
Wyoming
$133K +$293 +4 +0.2%
FFA
2110
Frazier Financial Advisors
Ohio
$133K -$7.63K -104 -5%
SGFG
2111
Silver Grove Financial Group
New York
$132K +$134K +1,831 New
GKIM
2112
GW&K Investment Management
Massachusetts
$132K -$15.5K -211 -10%
KFAS
2113
Keating Financial Advisory Services
Kansas
$129K +$13.3K +181 +11%
FFG
2114
Forum Finance Group
$129K +$880 +12 +0.5%
MWA
2115
Medallion Wealth Advisors
Connecticut
$126K +$3.59K +49 +3%
IWM
2116
IMG Wealth Management
Florida
$121K +$293 +4 +0.2%
TCM
2117
Tradewinds Capital Management
Washington
$117K -$73 -1 -0.1%
CSC
2118
Caldwell Sutter Capital
California
$115K +$105K +1,435 +870%
BWM
2119
Bernard Wealth Management
Michigan
$115K -$1.33M -18,098 -92%
CPG
2120
Cornerstone Planning Group
New Jersey
$114K +$11.4K +155 +11%
PWM
2121
Proathlete Wealth Management
Florida
$111K – – –
GAMA
2122
Graticule Asia Macro Advisors
New York
$111K +$113K +1,535 New
BHWM
2123
Bay Harbor Wealth Management
Maryland
$110K +$3.81K +52 +4%
OCWP
2124
Owl Creek Wealth Partners
Colorado
$105K -$13.2K -180 -11%
FIM
2125
FWL Investment Management
Texas
$105K +$10.3K +141 +11%
83 84
85
86 87