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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1551
Continuum Advisory
Idaho
$256K +$208K +724 +450%
CA
1552
Cullinan Associates
Kentucky
$256K – – –
GAA
1553
Global Assets Advisory
Florida
$255K +$254K +881 New
KIC
1554
Kensington Investment Counsel
California
$255K – – –
MPM
1555
MBB Public Markets
Illinois
$255K -$57.8K -201 -19%
PP
1556
Pacifica Partners
Canada
$254K +$11.5K +40 +5%
LJAC
1557
L.J. Altfest & Co
New York
$253K +$13.2K +46 +6%
JFG
1558
Jefferies Financial Group
New York
$253K – – –
QFW
1559
QTR Family Wealth
Florida
$252K +$251K +871 New
AHL
1560
Abel Hall LLC
Louisiana
$252K -$1.15K -4 -0.5%
LG
1561
LaFleur & Godfrey
Michigan
$251K -$28.8K -100 -10%
CW
1562
CreativeOne Wealth
Kansas
$251K +$16.1K +56 +7%
EM
1563
Excalibur Management
Massachusetts
$251K +$863 +3 +0.3%
SIG
1564
Sargent Investment Group
Maryland
$250K -$72.2K -251 -21%
NRC
1565
New Republic Capital
North Carolina
$250K +$14.7K +51 +6%
OL
1566
Optas LLC
Texas
$249K +$2.01K +7 +0.8%
BMO
1567
Beck Mack & Oliver
New York
$249K – – –
RFS
1568
Richardson Financial Services
Massachusetts
$247K +$141K +491 +135%
GA
1569
Goldstein Advisors
Wisconsin
$246K -$437K -1,519 -64%
BL
1570
Balentine LLC
Georgia
$246K +$17K +59 +7%
FBC
1571
Fairfield, Bush & Co
Connecticut
$245K -$4.32K -15 -2%
PCM
1572
Princeton Capital Management
New Jersey
$244K +$22.4K +78 +10%
WWM
1573
WT Wealth Management
Arizona
$244K – – –
FAT
1574
First American Trust
California
$244K +$8.63K +30 +4%
MLA
1575
My Legacy Advisors
Oregon
$243K +$249K +867 New
61 62
63
64 65