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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Perigon Wealth Management
California
$257K -$15.1K -447 -5%
NB
727
NBT Bank
New York
$257K -$35.5K -1,050 -11%
KWM
728
Keebeck Wealth Management
Illinois
$257K +$744 +22 +0.3%
CCM
729
Chiron Capital Management
Florida
$254K +$274K +8,089 New
WIM
730
WealthPlan Investment Management
Nebraska
$253K +$23.4K +693 +9%
E3F
731
Eight 31 Financial
Texas
$253K -$541 -16 -0.2%
EFMC
732
Empire Financial Management Company
New York
$252K – – –
PAMG
733
Patton Albertson Miller Group
Tennessee
$252K -$4.87K -144 -2%
BBHC
734
Brown Brothers Harriman & Co
New York
$250K -$55.5K -1,639 -17%
NL
735
NWAM LLC
Washington
$250K +$269K +7,965 New
CGL
736
Clarius Group LLC
Washington
$250K -$194K -5,720 -42%
GSEP
737
Golden State Equity Partners
California
$247K -$35.8K -1,058 -12%
PCM
738
Prelude Capital Management
New York
$247K -$286K -8,454 -52%
DFG
739
Delta Financial Group
New Jersey
$247K -$5.38K -159 -2%
CD
740
Chapin Davis
Maryland
$247K -$11.1K -327 -4%
SWM
741
Spire Wealth Management
Virginia
$246K -$19.5K -576 -7%
WAP
742
Wealthcare Advisory Partners
Pennsylvania
$246K -$26.9K -796 -9%
WA
743
WP Advisors
California
$245K -$774K -22,868 -75%
PVM
744
Palogic Value Management
Texas
$244K – – –
CIA
745
Cape Investment Advisory
Georgia
$243K – – –
WDG
746
Wealth Dimensions Group
Ohio
$243K +$1.73K +51 +0.7%
AWA
747
Arete Wealth Advisors
Illinois
$243K -$741K -21,890 -74%
SIA
748
Soltis Investment Advisors
Utah
$241K +$44.6K +1,319 +21%
PAG
749
Powers Advisory Group
Illinois
$240K +$3.99K +118 +2%
HH
750
Hilltop Holdings
Texas
$240K -$105K -3,089 -29%
28 29
30
31 32