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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1751
Phoenix Financial
Israel
$775K +$864K +16,632 New
CF
1752
Centaurus Financial
California
$771K -$35K -673 -4%
EHC
1753
Everett Harris & Co
California
$770K +$10.1K +195 +1%
FMW
1754
Farr Miller & Washington
District of Columbia
$769K +$112K +2,153 +16%
SMC
1755
Smith, Moore & Co
Missouri
$768K -$10.7K -205 -1%
BPA
1756
Beacon Pointe Advisors
California
$767K -$383K -7,375 -32%
IIM
1757
Ironwood Investment Management
Massachusetts
$766K +$54.6K +1,051 +7%
NFG
1758
Nations Financial Group
Iowa
$765K +$459K +8,837 +122%
FWP
1759
FAS Wealth Partners
Kansas
$761K +$113K +2,165 +16%
PCMC
1760
Paragon Capital Management (Colorado)
Colorado
$760K +$52.5K +1,011 +7%
WLIM
1761
White Lighthouse Investment Management
Massachusetts
$758K +$20.8K +400 +3%
WA1
1762
Wimmer Associates 1
California
$757K +$8.11K +156 +1%
CF
1763
Copperwynd Financial
Arizona
$756K +$28.1K +541 +4%
WCM
1764
Whitener Capital Management
North Carolina
$754K +$403K +7,746 +103%
CCB
1765
Cutter & Co Brokerage
Missouri
$751K -$20.8K -400 -3%
LC
1766
LCNB Corp
Ohio
$751K +$79.2K +1,524 +11%
ACS
1767
Archford Capital Strategies
Illinois
$750K -$179K -3,448 -19%
CWM
1768
Centric Wealth Management
Illinois
$749K +$110K +2,115 +15%
YWP
1769
YorkBridge Wealth Partners
New York
$748K -$114K -2,195 -13%
EFSCE
1770
Enterprise Financial Services Corp (EFSC)
Missouri
$742K +$17.7K +340 +2%
NJBEST
1771
New Jersey Better Educational Savings Trust
New Jersey
$741K – – –
RC
1772
RBF Capital
California
$741K – – –
MAA
1773
Mraz Amerine & Associates
California
$739K – – –
TCPWM
1774
Traverso Chambers Private Wealth Management
California
$739K +$63.4K +1,219 +9%
FIM
1775
Fernwood Investment Management
Massachusetts
$739K +$437K +8,411 +129%
69 70
71
72 73