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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1501
Cadent Capital Advisors
Oklahoma
$465K +$18.3K +184 +4%
KWA
1502
Kingswood Wealth Advisors
California
$464K -$254K -2,546 -37%
SEP
1503
Southland Equity Partners
Missouri
$463K +$299 +3 +0.1%
BHWM
1504
Bar Harbor Wealth Management
New Hampshire
$463K -$11.2K -112 -2%
DWM
1505
Defined Wealth Management
Oregon
$461K -$2.09K -21 -0.5%
PCM
1506
Permanent Capital Management
Illinois
$461K – – –
PDL
1507
Portfolio Design Labs
California
$460K -$2.7M -27,061 -86%
MPW
1508
Monterey Private Wealth
California
$460K -$33.8K -339 -7%
PIM
1509
Penobscot Investment Management
Massachusetts
$459K – – –
PFA
1510
Pure Financial Advisors
California
$459K +$33.5K +336 +8%
NPF
1511
Norris Perne & French
Michigan
$458K – – –
CRI
1512
Colonial River Investments
Virginia
$458K +$435K +4,363 New
EA
1513
Everpar Advisors
Oklahoma
$458K +$153K +1,530 +54%
CT
1514
Chicago Trust
Illinois
$458K -$798 -8 -0.2%
CCM
1515
Canal Capital Management
Virginia
$456K +$3.19K +32 +0.7%
CCT
1516
Capital City Trust
Florida
$456K -$49.9K -500 -10%
SCA
1517
Sippican Capital Advisors
Massachusetts
$455K -$96.6K -969 -18%
GAAM
1518
Guinness Atkinson Asset Management
California
$453K -$20.8K -209 -5%
SCM
1519
Stevens Capital Management
Pennsylvania
$452K -$572K -5,733 -57%
CC
1520
Carlson Capital
Texas
$452K -$878K -8,800 -67%
SVWAG
1521
Sound View Wealth Advisors Group
Georgia
$450K -$267K -2,676 -38%
BCV
1522
Banque Cantonale Vaudoise
Switzerland
$450K +$428K +4,287 New
ML
1523
McAdam LLC
Pennsylvania
$450K +$8.48K +85 +2%
AFGAS
1524
Allegiance Financial Group Advisory Services
Virginia
$450K +$427K +4,282 New
WA
1525
Wealth Alliance
New York
$448K -$98.4K -987 -19%
59 60
61
62 63