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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
3076
Running Point Capital Advisors
California
$2.6M +$337K +2,600 +16%
TFCP
3077
Twin Focus Capital Partners
Massachusetts
$2.58M -$321K -2,474 -12%
AA
3078
Alesco Advisors
New York
$2.58M -$48.5K -374 -2%
PIA
3079
Pinion Investment Advisors
Kansas
$2.58M +$50K +386 +2%
SAMC
3080
Spectrum Asset Management (California)
California
$2.57M -$221K -1,709 -8%
AA
3081
Addison Advisors
Vermont
$2.57M +$2.43M +18,777 New
SFG
3082
Sunburst Financial Group
Alabama
$2.56M +$48.1K +371 +2%
TFF
3083
The Family Firm
Maryland
$2.56M -$645K -4,977 -21%
RWI
3084
Red Wave Investments
Pennsylvania
$2.56M +$24.5K +189 +1%
OFS
3085
Oldfather Financial Services
Nebraska
$2.56M +$25.9K +200 +1%
HIS
3086
Harvest Investment Services
Illinois
$2.55M +$25.4K +196 +1%
APC
3087
Aspire Private Capital
North Carolina
$2.55M +$433K +3,342 +22%
SAMT
3088
Select Asset Management & Trust
Pennsylvania
$2.53M -$518 -4 -0%
GA
3089
GoalVest Advisory
New York
$2.53M +$62.3K +481 +3%
EPWM
3090
Essex Private Wealth Management
Massachusetts
$2.52M +$1.43K +11 +0.1%
SFO
3091
Standard Family Office
South Dakota
$2.52M +$339K +2,614 +17%
CP
3092
Covenant Partners
Tennessee
$2.52M – – –
FA
3093
Fermata Advisors
California
$2.52M +$420K +3,243 +21%
AWM
3094
AllSquare Wealth Management
New York
$2.52M +$6.48K +50 +0.3%
FCFC
3095
First Citizens Financial Corp
Iowa
$2.52M – – –
BMD
3096
Better Money Decisions
New Mexico
$2.51M +$50K +386 +2%
CFO
3097
Colony Family Offices
North Carolina
$2.51M -$1.58M -12,222 -40%
FCM
3098
Firestone Capital Management
Florida
$2.49M -$74K -571 -3%
ASBI
3099
American State Bank (Iowa)
Iowa
$2.49M +$48.8K +377 +2%
CCM
3100
Corsair Capital Management
New York
$2.49M -$10.2K -79 -0.4%
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