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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
751
ProVise Management Group
Florida
$281K -$112 -3 -0%
PP
752
PDS Planning
Ohio
$281K +$276K +7,394 New
DWT
753
Dorsey & Whitney Trust
South Dakota
$280K +$23.9K +641 +9%
TIA
754
Traphagen Investment Advisors
New Jersey
$280K -$17.5K -468 -6%
LJAC
755
L.J. Altfest & Co
New York
$280K – – –
GFS
756
GYL Financial Synergies
Connecticut
$280K +$275K +7,370 New
OIA
757
Optimum Investment Advisors
Illinois
$279K -$37.4K -1,000 -12%
GWM
758
GSB Wealth Management
Connecticut
$279K -$2.43K -65 -0.9%
TA
759
TruWealth Advisors
Louisiana
$278K -$27.4K -733 -9%
PWM
760
Perigon Wealth Management
California
$278K -$3.06K -82 -1%
TPM
761
Triasima Portfolio Management
Quebec, Canada
$278K +$12.5K +335 +5%
MGIA
762
Moneta Group Investment Advisors
Missouri
$277K +$47.4K +1,268 +21%
FHA
763
First Horizon Advisors
Tennessee
$276K +$36K +963 +15%
OCBCO
764
Oversea-Chinese Banking Corp (OCBC)
Singapore
$276K +$272K +7,268 New
RWMG
765
Redwood Wealth Management Group
New Jersey
$273K +$48.6K +1,300 +22%
KIA
766
KCM Investment Advisors
California
$272K -$6.65K -178 -2%
MW
767
Marcum Wealth
Ohio
$272K -$26.6K -713 -9%
WANY
768
Wealthspire Advisors (New York)
New York
$272K -$129K -3,445 -32%
UAS
769
United Asset Strategies
New York
$271K – – –
PCM
770
Perkins Capital Management
Minnesota
$271K -$18.7K -500 -7%
MCC
771
Malaga Cove Capital
California
$271K +$267K +7,142 New
JWM
772
Janiczek Wealth Management
Colorado
$269K – – –
MWM
773
Modera Wealth Management
New Jersey
$268K +$21.1K +565 +9%
POIA
774
Pin Oak Investment Advisors
Texas
$268K – – –
P
775
Pitcairn
Pennsylvania
$268K +$46.2K +1,237 +21%
29 30
31
32 33