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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1376
Fourpath Capital Management
Oklahoma
$220K – – –
PCS
1377
Personal CFO Solutions
New Jersey
$219K +$202K +884 New
BA
1378
Bluesphere Advisors
Pennsylvania
$219K -$13.3K -58 -6%
IA
1379
Insight Advisors
Pennsylvania
$217K +$201K +877 New
CF
1380
Centaurus Financial
California
$217K -$197K -860 -50%
ASBI
1381
American State Bank (Iowa)
Iowa
$217K – – –
SIA
1382
Schechter Investment Advisors
Michigan
$216K +$199K +870 New
AT
1383
American Trust
Kentucky
$216K -$11.4K -50 -5%
CCB
1384
Cutter & Co Brokerage
Missouri
$216K -$21.5K -94 -9%
CFGS
1385
Concourse Financial Group Securities
Alabama
$215K -$18.1K -79 -8%
SP
1386
Successful Portfolios
Florida
$215K -$13.3K -58 -6%
APWA
1387
Atlas Private Wealth Advisors
New Jersey
$214K +$197K +863 New
LWANC
1388
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K – – –
AC
1389
Allstate Corporation
Illinois
$212K +$196K +857 New
SAM
1390
Seelaus Asset Management
New Jersey
$212K -$53.5K -234 -21%
WIA
1391
World Investment Advisors
California
$212K +$195K +851 New
ES
1392
Eagle Strategies
New York
$212K +$195K +853 New
PWMG
1393
Pinnacle Wealth Management Group
Michigan
$211K +$195K +850 New
VCM
1394
Vivaldi Capital Management
Illinois
$210K +$194K +847 New
RWA
1395
Ropes Wealth Advisors
Massachusetts
$209K +$193K +842 New
VV
1396
Verity & Verity
South Carolina
$208K +$192K +840 New
NF
1397
Norwood Financial
Pennsylvania
$208K -$17.2K -75 -8%
BAM
1398
Belpointe Asset Management
Nevada
$207K -$744K -3,250 -80%
RTC
1399
Riverview Trust Company
Washington
$206K – – –
EAM
1400
Evanson Asset Management
California
$206K +$190K +829 New
54 55
56
57 58