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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
3176
Private Client Services
Kentucky
$260K -$14.8K -98 -6%
KWM
3177
Keebeck Wealth Management
Illinois
$260K +$248K +1,646 New
SWP
3178
Semus Wealth Partners
Florida
$259K -$905 -6 -0.4%
FB
3179
First Bancorp
Maine
$258K +$35.6K +236 +17%
NCM
3180
Next Capital Management
New York
$258K +$247K +1,637 New
PWA
3181
PCG Wealth Advisors
Kansas
$258K +$24.6K +163 +11%
HHRDM
3182
H&H Retirement Design & Management
Nevada
$258K +$3.17K +21 +1%
NI
3183
NDVR Inc
Massachusetts
$258K -$23.8K -158 -9%
DFG
3184
Demars Financial Group
Washington
$257K – – –
RBCM
3185
Raub Brock Capital Management
California
$257K +$4.07K +27 +2%
CWA
3186
Capital Wealth Alliance
Arizona
$256K +$302 +2 +0.1%
WA
3187
Wealthstream Advisors
New York
$255K -$167K -1,105 -41%
VF
3188
Vawter Financial
Ohio
$255K – – –
SSA
3189
Sierra Summit Advisors
Nevada
$255K -$119K -787 -33%
PR
3190
Payden & Rygel
California
$254K -$21.6M -142,900 -99%
PRIG
3191
Payden & Rygel Investment Group
California
$254K +$243K +1,610 New
NMM
3192
Naples Money Management
Florida
$253K -$15.5K -103 -6%
GCM
3193
G2 Capital Management
Ohio
$253K – – –
SFP
3194
Sterling Financial Planning
New Jersey
$253K -$1.21K -8 -0.5%
WW
3195
Westshore Wealth
California
$253K +$151 +1 +0.1%
AFS
3196
Axiom Financial Strategies
Indiana
$253K -$151 -1 -0.1%
CM
3197
Columbus Macro
Pennsylvania
$252K -$8.6K -57 -3%
CAL
3198
Capital Advisors Ltd
Ohio
$251K -$36.8K -244 -13%
BIM
3199
Bullseye Investment Management
Ohio
$251K – – –
UW
3200
Unique Wealth
Florida
$251K -$12.1K -80 -5%
126 127
128
129 130