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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1726
Dakota Wealth Management
Florida
$974K +$174K +1,479 +22%
SFM
1727
Signet Financial Management
New Jersey
$969K +$118 +1 +0%
BEAM
1728
Baker Ellis Asset Management
Washington
$968K -$636K -5,400 -40%
CA
1729
Cambridge Advisors
Nebraska
$968K -$24.7K -210 -3%
VWA
1730
V Wealth Advisors
Kansas
$968K – – –
PAS
1731
Partnervest Advisory Services
California
$966K -$96.6K -820 -9%
BOC
1732
Barbara Oil Co
Illinois
$964K – – –
FCFC
1733
First Commonwealth Financial Corp
Pennsylvania
$956K -$62.3K -529 -6%
JCM
1734
Jacobsen Capital Management
Utah
$956K – – –
VCM
1735
Vivaldi Capital Management
Illinois
$953K -$152K -1,291 -14%
BFA
1736
Beaumont Financial Advisors
Massachusetts
$950K +$184K +1,566 +25%
UF
1737
Univest Financial
Pennsylvania
$950K +$293K +2,488 +45%
SCM
1738
SOL Capital Management
Maryland
$948K -$72.1K -612 -7%
MA
1739
Modus Advisors
Minnesota
$946K +$925K +7,852 New
RWM
1740
Ritholtz Wealth Management
New York
$945K -$79.7K -677 -8%
PV
1741
Private Vista
Illinois
$942K -$129K -1,099 -12%
PK
1742
Pflug Koory
Nebraska
$942K -$86K -730 -9%
DE
1743
Day & Ennis
Georgia
$941K +$25.2K +214 +3%
PWPS
1744
Pinnacle Wealth Planning Services
Ohio
$941K +$111K +943 +14%
KPW
1745
Kore Private Wealth
New York
$934K +$14.7K +125 +2%
DA
1746
Doliver Advisors
Texas
$933K -$41.2K -350 -4%
PG
1747
Pendal Group
Australia
$933K -$168K -1,423 -16%
AP
1748
Appleton Partners
Massachusetts
$931K – – –
FBFS
1749
First Business Financial Services
Wisconsin
$920K -$15.8K -134 -2%
RHBC
1750
R.H. Bluestein & Co
Michigan
$920K +$694K +5,895 +339%
68 69
70
71 72