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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1101
Financial Consulate
Maryland
$227K – – –
NIPH
1102
NN Investment Partners Holdings
Netherlands
$227K +$11.1K +63 +5%
GFS
1103
GYL Financial Synergies
Connecticut
$225K +$219K +1,241 New
MWPCG
1104
Measured Wealth Private Client Group
New Hampshire
$224K +$218K +1,234 New
KWM
1105
Kingsview Wealth Management
Oregon
$224K +$219K +1,237 New
BWM
1106
BerganKDV Wealth Management
Minnesota
$222K – – –
BWM
1107
Buckley Wealth Management
Nevada
$222K +$217K +1,225 New
CBU
1108
CIBC Bank USA
Illinois
$221K +$215K +1,215 New
CCA
1109
Cobblestone Capital Advisors
New York
$220K +$214K +1,210 New
PFO
1110
Pathstone Family Office
New Jersey
$220K +$215K +1,216 New
STA
1111
Summit Trail Advisors
New York
$218K -$715K -4,043 -77%
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$218K -$212K -1,200 -50%
BCM
1113
Bienville Capital Management
New York
$218K -$12.9K -73 -6%
BWM
1114
BigSur Wealth Management
Florida
$218K +$212K +1,200 New
PNC
1115
Park National Corp
Ohio
$217K +$211K +1,195 New
NHC
1116
Nicholas Hoffman & Company
Georgia
$216K +$211K +1,192 New
MCP
1117
Mirador Capital Partners
California
$213K +$208K +1,176 New
WF
1118
Welch & Forbes
Massachusetts
$212K -$41.4K -234 -17%
CAG
1119
Csenge Advisory Group
Florida
$212K -$36.2K -205 -15%
CBA
1120
Coastal Bridge Advisors
Connecticut
$212K +$206K +1,167 New
CCA
1121
Clearwater Capital Advisors
Illinois
$211K -$16.8K -95 -8%
AWMF
1122
Arbor Wealth Management (Florida)
Florida
$211K +$9.01K +51 +5%
HI
1123
Horizon Investments
North Carolina
$210K +$205K +1,158 New
SIM
1124
Sonora Investment Management
Arizona
$209K -$53K -300 -21%
IA
1125
IFG Advisory
Georgia
$209K +$204K +1,154 New
43 44
45
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