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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Collaborative Wealth Management
Florida
$273K +$164K +1,679 New
CAM
2252
Cubic Asset Management
Massachusetts
$272K – – –
PCMC
2253
Paragon Capital Management (Colorado)
Colorado
$272K +$586 +6 +0.2%
DIA
2254
Dana Investment Advisors
Wisconsin
$271K -$1.9M -19,465 -88%
PIA
2255
Perennial Investment Advisors
California
$270K +$251K +2,573 New
BP
2256
Broadleaf Partners
Ohio
$269K – – –
SCA
2257
Stillwater Capital Advisors
Pennsylvania
$269K – – –
VCM
2258
Vivaldi Capital Management
Illinois
$268K -$179K -1,835 -43%
MAM
2259
McCarthy Asset Management
California
$268K -$10.3K -105 -4%
PFA
2260
Pettinga Financial Advisors
Indiana
$268K -$1.95K -20 -0.8%
BB
2261
Bell Bank
North Dakota
$266K -$52.5K -538 -17%
APW
2262
Acima Private Wealth
Virginia
$266K – – –
FI
2263
Financial Insights
Washington
$266K – – –
S
2264
swisspartners
Liechtenstein
$266K – – –
HFG
2265
Heron Financial Group
New York
$266K +$13.2K +135 +6%
TWM
2266
Tradition Wealth Management
Minnesota
$265K -$14.1K -144 -5%
STA
2267
Summit Trail Advisors
New York
$263K -$7.03K -72 -3%
P
2268
&Partners
Tennessee
$263K +$36.6K +375 +18%
RZH
2269
Relyea Zuckerberg Hanson
Connecticut
$263K +$250K +2,559 New
GC
2270
Gibson Capital
Pennsylvania
$261K -$2.83K -29 -1%
FC
2271
Ferris Capital
Massachusetts
$261K – – –
LC
2272
Landaas & Company
Wisconsin
$261K – – –
SSCA
2273
South Shore Capital Advisors
Massachusetts
$261K – – –
LF
2274
LifeSteps Financial
California
$260K -$51.2K -524 -17%
GWM
2275
Greenwich Wealth Management
Connecticut
$260K -$10.3K -106 -4%
89 90
91
92 93