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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2051
Stonehage Fleming Financial Services
Jersey
$95.8K – – –
CWC
2052
Carolinas Wealth Consulting
North Carolina
$94.4K -$5.82K -53 -6%
MFT
2053
Moisand Fitzgerald Tamayo
Florida
$92.1K – – –
SIS
2054
Strategic Investment Solutions
Illinois
$91.6K +$37.1K +338 +64%
CTC
2055
Cetera Trust Company
Minnesota
$89.7K – – –
AWM
2056
Atticus Wealth Management
Florida
$89.2K – – –
SCM
2057
Silvant Capital Management
Georgia
$88.6K – – –
SIC
2058
SJS Investment Consulting
Ohio
$88.3K -$5.49K -50 -6%
SC
2059
Steph & Co
Wisconsin
$87.9K – – –
CT
2060
Clearstead Trust
Maine
$87.1K -$6.37K -58 -7%
CAM
2061
Close Asset Management
United Kingdom
$87K +$90.4K +823 New
MLA
2062
MB, Levis & Associates
Pennsylvania
$86.8K +$439 +4 +0.5%
CA
2063
Claris Advisors
Missouri
$85.6K +$89.3K +813 New
LFA
2064
Livelsberger Financial Advisory
Ohio
$84.9K +$88.6K +807 New
AP
2065
Atwood & Palmer
Missouri
$84.9K +$330 +3 +0.4%
IWP
2066
IAG Wealth Partners
Wisconsin
$84.2K +$85.1K +775 +3,100%
FGC
2067
Financial Gravity Companies
Texas
$83.6K +$87.2K +794 New
LJHT
2068
Laurie J. Hall Trustee
$82K +$85.5K +778 New
DP
2069
Denver PWM
Colorado
$81.6K – – –
CAC
2070
Core Alternative Capital
Georgia
$81.2K – – –
ACA
2071
Atlas Capital Advisors
Wyoming
$80.6K – – –
SIS
2072
Sound Income Strategies
Florida
$80.3K +$2.86K +26 +4%
DCBT
2073
Dakota Community Bank & Trust
North Dakota
$79.7K – – –
WOSD
2074
WFA of San Diego
California
$79.5K – – –
MFC
2075
Mechanics Financial Corp
Ohio
$79K – – –
81 82
83
84 85