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Name Holding Trade Value Shares
Change 		Change in
Stake
LPFG
1226
Landing Point Financial Group
Ohio
$423K -$30.9K -85 -6%
PPW
1227
Pasadena Private Wealth
California
$422K – – –
FWP
1228
Flatrock Wealth Partners
California
$420K -$2.18K -6 -0.4%
CAM
1229
Columbia Asset Management
Michigan
$416K +$363 +1 +0.1%
7WCP
1230
71 West Capital Partners
Massachusetts
$416K +$212K +584 +78%
IB
1231
Intrust Bank
Kansas
$414K -$28K -77 -6%
TC
1232
Truvestments Capital
Florida
$413K -$46.1K -127 -9%
CAM
1233
Councilmark Asset Management
Tennessee
$412K – – –
ESBC
1234
E.S. Barr & Co
Kentucky
$412K – – –
WB
1235
Webster Bank
Connecticut
$410K – – –
WC
1236
Waterloo Capital
Texas
$410K +$12.4K +34 +3%
MAM
1237
Meeder Asset Management
Ohio
$410K -$11.9M -32,882 -96%
PI
1238
Pettee Investors
Connecticut
$410K -$18.2K -50 -4%
WTC
1239
WhitTier Trust Company
Nevada
$410K -$4.72K -13 -1%
PL
1240
Plancorp LLC
Missouri
$409K -$108K -296 -19%
CT
1241
Clearstead Trust
Maine
$409K – – –
PCS
1242
Personal CFO Solutions
New Jersey
$405K -$34.2K -94 -7%
MSFS
1243
Main Street Financial Solutions
Pennsylvania
$404K -$65K -179 -12%
MWM
1244
Massachusetts Wealth Management
Massachusetts
$404K – – –
CFS
1245
Commonwealth Financial Services
West Virginia
$404K +$56.7K +156 +14%
SAM
1246
Sagewood Asset Management
New York
$403K +$121K +332 +35%
CIM
1247
Cambria Investment Management
California
$403K +$204K +562 +78%
FPCP
1248
Fort Point Capital Partners
California
$402K -$9.81K -27 -2%
DACS
1249
Dymon Asia Capital (Singapore)
Singapore
$400K -$583K -1,604 -56%
SIM
1250
Synergy Investment Management
Florida
$400K +$4.36K +12 +0.9%
48 49
50
51 52