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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1101
San Francisco Sentry Investment Group
California
$231K -$53.4K -302 -19%
CT
1102
Coastline Trust
Rhode Island
$231K +$5.3K +30 +2%
KFA
1103
Kays Financial Advisory
Georgia
$230K +$224K +1,270 New
NIM
1104
Northeast Investment Management
Massachusetts
$227K -$4.77K -27 -2%
FC
1105
Financial Consulate
Maryland
$227K – – –
NIPH
1106
NN Investment Partners Holdings
Netherlands
$227K +$11.1K +63 +5%
GFS
1107
GYL Financial Synergies
Connecticut
$225K +$219K +1,241 New
MWPCG
1108
Measured Wealth Private Client Group
New Hampshire
$224K +$218K +1,234 New
KWM
1109
Kingsview Wealth Management
Oregon
$224K +$219K +1,237 New
BWM
1110
BerganKDV Wealth Management
Minnesota
$222K – – –
BWM
1111
Buckley Wealth Management
Nevada
$222K +$217K +1,225 New
CBU
1112
CIBC Bank USA
Illinois
$221K +$215K +1,215 New
CCA
1113
Cobblestone Capital Advisors
New York
$220K +$214K +1,210 New
PFO
1114
Pathstone Family Office
New Jersey
$220K +$215K +1,216 New
STA
1115
Summit Trail Advisors
New York
$218K -$715K -4,043 -77%
FMLI
1116
Fukoku Mutual Life Insurance
Japan
$218K -$212K -1,200 -50%
BCM
1117
Bienville Capital Management
New York
$218K -$12.9K -73 -6%
BWM
1118
BigSur Wealth Management
Florida
$218K +$212K +1,200 New
PNC
1119
Park National Corp
Ohio
$217K +$211K +1,195 New
NHC
1120
Nicholas Hoffman & Company
Georgia
$216K +$211K +1,192 New
MCP
1121
Mirador Capital Partners
California
$213K +$208K +1,176 New
WF
1122
Welch & Forbes
Massachusetts
$212K -$41.4K -234 -17%
CAG
1123
Csenge Advisory Group
Florida
$212K -$36.2K -205 -15%
CBA
1124
Coastal Bridge Advisors
Connecticut
$212K +$206K +1,167 New
CCA
1125
Clearwater Capital Advisors
Illinois
$211K -$16.8K -95 -8%
43 44
45
46 47