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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1801
Coastal Bridge Advisors
Connecticut
$241K -$64.7K -532 -21%
TWA
1802
TCI Wealth Advisors
Arizona
$240K -$4.38K -36 -2%
NB
1803
Nicolet Bankshares
Wisconsin
$240K +$2.43K +20 +1%
BCG
1804
Breakwater Capital Group
New Jersey
$239K +$246K +2,026 New
GAM
1805
Gemmer Asset Management
California
$239K +$246K +2,024 New
BBW
1806
Blue Barn Wealth
Utah
$238K -$4.98K -41 -2%
CWP
1807
Cyndeo Wealth Partners
Florida
$238K +$245K +2,014 New
JC
1808
JB Capital
Connecticut
$237K -$3.04K -25 -1%
C
1809
Covestor
United Kingdom
$237K -$93.1K -766 -28%
NF
1810
Norwood Financial
Pennsylvania
$237K -$3.04K -25 -1%
GAA
1811
Global Assets Advisory
Florida
$236K +$8.63K +71 +4%
DAM
1812
Deltec Asset Management
New York
$236K – – –
SPIA
1813
Strategic Point Investment Advisors
Rhode Island
$236K – – –
IIC
1814
Integrated Investment Consultants
Michigan
$236K +$243K +1,997 New
PPWM
1815
Paragon Private Wealth Management
Kentucky
$234K +$241K +1,986 New
MW
1816
MBL Wealth
North Carolina
$234K -$100K -825 -29%
RWB
1817
RMR Wealth Builders
New Jersey
$233K -$103K -848 -30%
PWW
1818
Pettyjohn Wood & White
Virginia
$233K -$3.04K -25 -1%
GP
1819
Girard Partners
Pennsylvania
$232K +$239K +1,968 New
ANBT
1820
American National Bank & Trust
Texas
$232K +$42.3K +348 +21%
BFW
1821
Brady Family Wealth
Missouri
$232K +$239K +1,963 New
CCP
1822
Cassia Capital Partners
North Carolina
$231K +$238K +1,960 New
VC
1823
Vicus Capital
Pennsylvania
$230K +$237K +1,951 New
BCV
1824
Banque Cantonale Vaudoise
Switzerland
$230K -$3.51M -28,860 -94%
FCFC
1825
First Citizens Financial Corp
Iowa
$230K +$237K +1,948 New
71 72
73
74 75