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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1301
Robertson Stephens Wealth Management
California
$244K -$38.4K -665 -16%
ECM
1302
EagleClaw Capital Management
Massachusetts
$244K -$11.5K -200 -5%
CAC
1303
Certified Advisory Corp
Florida
$244K +$115 +2 +0.1%
PT
1304
Plimoth Trust
Massachusetts
$243K – – –
SCA
1305
STALEY CAPITAL ADVISERS
Pennsylvania
$242K – – –
WAS
1306
Wealth Advisory Solutions
Indiana
$242K – – –
DJSG
1307
D.J. St. Germain
Massachusetts
$242K +$206K +3,569 New
SAM
1308
Seelaus Asset Management
New Jersey
$242K +$206K +3,575 New
C
1309
Certuity
Florida
$241K -$6.35K -110 -3%
WP
1310
WealthPLAN Partners
Nebraska
$239K +$185K +3,199 New
VWA
1311
Visionary Wealth Advisors
Illinois
$238K -$5.77K -100 -3%
SGCA
1312
Steel Grove Capital Advisors
Tennessee
$237K -$7.21K -125 -3%
CPWA
1313
Cerro Pacific Wealth Advisors
California
$237K +$1.04K +18 +0.5%
CCM
1314
Canal Capital Management
Virginia
$237K +$1.56K +27 +0.8%
GPA
1315
Garrison Point Advisors
California
$236K +$173 +3 +0.1%
AOWM
1316
Alpha Omega Wealth Management
Virginia
$235K +$4.5K +78 +2%
OIA
1317
Optimum Investment Advisors
Illinois
$234K -$28.9K -500 -13%
SB
1318
Sunflower Bank
Texas
$234K -$23.7K -410 -11%
AWM
1319
Aberdeen Wealth Management
Illinois
$234K -$8.66K -150 -4%
NG
1320
NatWest Group
United Kingdom
$233K -$6.64K -115 -3%
CCA
1321
Cadent Capital Advisors
Oklahoma
$233K +$346 +6 +0.2%
POIA
1322
Pin Oak Investment Advisors
Texas
$233K +$14.1K +245 +8%
BDFN
1323
Bond & Devick Financial Network
Minnesota
$232K – – –
CB
1324
CNB Bank
Pennsylvania
$232K – – –
FWM
1325
Focused Wealth Management
New York
$232K – – –
51 52
53
54 55