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Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1526
Beirne Wealth Consulting Services
Connecticut
$401K – – –
FCCM
1527
First City Capital Management
Georgia
$399K -$12.2K -100 -3%
RCM
1528
Requisite Capital Management
Texas
$399K +$76.7K +631 +23%
BWP
1529
Balboa Wealth Partners
Arizona
$399K +$411K +3,379 New
PFA
1530
Pinnacle Family Advisors
Missouri
$398K -$43.5K -358 -10%
ACM
1531
Alta Capital Management
Utah
$397K -$12.2K -100 -3%
IAS
1532
Insigneo Advisory Services
Florida
$395K +$405K +3,334 New
CC
1533
Chicago Capital
Illinois
$394K – – –
POIA
1534
Pin Oak Investment Advisors
Texas
$394K – – –
PWMG
1535
Provence Wealth Management Group
California
$393K +$404K +3,327 New
DDC
1536
DF Dent & Co
Maryland
$391K -$1.34K -11 -0.3%
SSWM
1537
Sheets Smith Wealth Management
North Carolina
$389K -$42.3K -348 -10%
WCM
1538
WealthBridge Capital Management
Ohio
$389K +$20.7K +170 +5%
GPA
1539
Garrison Point Advisors
California
$389K +$243 +2 +0.1%
CHJWM
1540
Carlton Hofferkamp & Jenks Wealth Management
Texas
$389K – – –
TFS
1541
Thoroughbred Financial Services
Tennessee
$388K -$729 -6 -0.2%
FMTCOCP
1542
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$385K +$13.1K +108 +3%
JSC
1543
Jackson Square Capital
California
$385K +$21.1K +174 +6%
ZCM
1544
Ziegler Capital Management
Illinois
$384K -$7.42K -61 -2%
LF
1545
Lee Financial
Texas
$382K – – –
EP
1546
Edgestream Partners
New Jersey
$382K -$521K -4,285 -57%
BFO
1547
Biltmore Family Office
North Carolina
$381K -$35.5K -292 -8%
PP
1548
Patron Partners
Texas
$381K +$13K +107 +3%
LA
1549
LexAurum Advisors
Kansas
$381K +$30.4K +250 +8%
EFSCE
1550
Enterprise Financial Services Corp (EFSC)
Missouri
$381K +$2.92K +24 +0.7%
60 61
62
63 64