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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1951
Perryman Financial Advisory
Texas
$1.16M +$1.12M +15,045 New
JWS
1952
Juncture Wealth Strategies
Arizona
$1.16M +$9.79K +132 +0.9%
CWA
1953
Clarity Wealth Advisors
California
$1.16M -$2.82K -38 -0.3%
KMWM
1954
Keudell/Morrison Wealth Management
Oregon
$1.16M +$1.11M +15,005 New
RC
1955
RBF Capital
California
$1.16M – – –
VFM
1956
Viking Fund Management
North Dakota
$1.16M – – –
BPMC
1957
Buckland Partners Management Co
New York
$1.16M +$1.11M +15,000 New
SF
1958
Seek First
California
$1.15M +$667K +8,991 +150%
WBCM
1959
Wilson & Boucher Capital Management
California
$1.15M -$22.3K -300 -2%
LCM
1960
LCM Capital Management
Illinois
$1.15M -$61.8K -833 -5%
FAM
1961
Formidable Asset Management
Ohio
$1.15M +$223 +3 +0%
CWG
1962
Cornerstone Wealth Group
North Carolina
$1.15M +$156K +2,098 +16%
WA
1963
Waddell & Associates
Tennessee
$1.14M +$109K +1,466 +11%
CGL
1964
Clarius Group LLC
Washington
$1.14M -$225K -3,029 -17%
JFA
1965
JNBA Financial Advisors
Minnesota
$1.14M -$13.4K -180 -1%
CF
1966
Cyr Financial
Illinois
$1.14M +$2.45K +33 +0.2%
EAN
1967
Excelsior Advisor Network
Colorado
$1.14M +$1.1M +14,796 New
NRC
1968
New Republic Capital
North Carolina
$1.14M +$181K +2,445 +20%
BPWM
1969
BCS Private Wealth Management
New Jersey
$1.14M – – –
EFG
1970
Ethos Financial Group
Pennsylvania
$1.14M -$76.4K -1,029 -7%
GBT
1971
Grove Bank & Trust
Florida
$1.14M +$19.7K +265 +2%
CHAM
1972
Clear Harbor Asset Management
Connecticut
$1.13M +$1.85K +25 +0.2%
FCB
1973
First County Bank
Connecticut
$1.13M -$12.5K -168 -1%
TLCM
1974
Twin Lakes Capital Management
California
$1.13M +$6.16K +83 +0.6%
FPB
1975
First PREMIER Bank
South Dakota
$1.13M -$2.67K -36 -0.2%
77 78
79
80 81