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Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
1251
Quad-Cities Investment Group
Iowa
$116K -$22K -1,922 -15%
PCP
1252
Proficio Capital Partners
Massachusetts
$116K -$158K -13,833 -56%
FPFS
1253
First Personal Financial Services
North Carolina
$116K -$7.15K -625 -5%
CFG
1254
CKW Financial Group
Hawaii
$116K +$881 +77 +0.7%
FCBT
1255
First Citizens Bank & Trust
North Carolina
$116K +$618 +54 +0.5%
MW
1256
Maia Wealth
Colorado
$116K -$4.45K -389 -4%
CWS
1257
Confluence Wealth Services
Pennsylvania
$115K -$47.3K -4,137 -27%
AMG
1258
Advisors Management Group
Wisconsin
$115K -$927 -81 -0.7%
SMC
1259
Smith, Moore & Co
Missouri
$115K -$13.5K -1,181 -10%
SIAG
1260
Safeguard Investment Advisory Group
California
$115K -$25.2K -2,205 -17%
AA
1261
Alta Advisers
United Kingdom
$114K – – –
FP
1262
Financial Perspectives
Minnesota
$114K +$80 +7 +0.1%
CRC
1263
Curi RMB Capital
Illinois
$114K -$20.2K -1,763 -14%
FWM
1264
Focused Wealth Management
New York
$113K +$123K +10,733 New
EHC
1265
Everett Harris & Co
California
$113K – – –
JHCP
1266
Jackson Hole Capital Partners
Oklahoma
$113K +$1.26K +110 +1%
EFG
1267
Ethos Financial Group
Pennsylvania
$113K -$5.56K -486 -4%
FPWM
1268
FSB Premier Wealth Management
Iowa
$113K +$80 +7 +0.1%
SWP
1269
Semus Wealth Partners
Florida
$113K +$122K +10,672 New
EB
1270
Eastern Bank
Massachusetts
$113K +$122K +10,666 New
AWM
1271
Avaii Wealth Management
Wisconsin
$112K +$121K +10,608 New
PIA
1272
Panoramic Investment Advisors
Colorado
$112K +$121K +10,606 New
CFG
1273
Cooper Financial Group
California
$112K -$19.8K -1,734 -14%
IF
1274
IRON Financial
Illinois
$111K -$152K -13,326 -56%
AF
1275
Arrow Financial
New York
$111K – – –
49 50
51
52 53