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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1726
ProVise Management Group
Florida
$278K -$13.1K -60 -4%
GWSG
1727
GPS Wealth Strategies Group
Colorado
$276K -$16.4K -75 -5%
GKWIM
1728
Gerber Kawasaki Wealth & Investment Management
California
$276K +$25.8K +118 +9%
QC
1729
QCM Cayman
Texas
$276K +$10.7K +49 +4%
CNWM
1730
Clay Northam Wealth Management
California
$275K – – –
CSB
1731
City State Bank
Iowa
$275K -$5.47K -25 -2%
DCM
1732
Donaldson Capital Management
Indiana
$275K +$3.5K +16 +1%
PAM
1733
Palisade Asset Management
Minnesota
$274K -$1.31K -6 -0.4%
EIM
1734
Ervin Investment Management
Washington
$274K -$5.47K -25 -2%
CC
1735
Cadinha & Co
Hawaii
$274K – – –
SAM
1736
Synergy Asset Management
Washington
$273K +$25.6K +117 +9%
PC
1737
Pecaut & Co
Iowa
$273K – – –
MCA
1738
MSH Capital Advisors
Arizona
$273K +$312K +1,424 New
BWM
1739
BlackDiamond Wealth Management
New York
$273K +$15.8K +72 +5%
CFP
1740
Catalyst Financial Partners
Massachusetts
$271K +$16K +73 +5%
ST
1741
Smithfield Trust
Pennsylvania
$271K – – –
RWP
1742
Revolve Wealth Partners
New Jersey
$271K +$309K +1,411 New
KCFA
1743
Key Client Fiduciary Advisors
New Jersey
$270K -$3.94K -18 -1%
CA
1744
Clearstead Advisors
Ohio
$270K +$18.6K +85 +6%
CG
1745
CFO4Life Group
Texas
$270K -$1.31K -6 -0.4%
SDAM
1746
Shulman DeMeo Asset Management
New York
$270K – – –
FPB
1747
First PREMIER Bank
South Dakota
$270K – – –
SCM
1748
Schnieders Capital Management
California
$270K -$186K -850 -38%
DWM
1749
Dechtman Wealth Management
Colorado
$269K – – –
AWM
1750
Angeles Wealth Management
California
$269K +$16.2K +74 +6%
68 69
70
71 72