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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1026
Pacific Center for Financial Services
California
$260K +$179K +3,690 +129%
GWA
1027
GGM Wealth Advisors
Maryland
$259K +$2.96K +61 +0.9%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$259K +$74.3K +1,534 +31%
RMDI
1029
R.M. Davis Inc
Maine
$258K -$3.73K -77 -1%
ATPW
1030
Ashton Thomas Private Wealth
Arizona
$258K -$22.5K -464 -7%
ACM
1031
AlphaStar Capital Management
North Carolina
$256K -$673K -13,891 -68%
PSC
1032
Prentiss Smith & Co
Vermont
$256K – – –
FWIA
1033
Fort Washington Investment Advisors
Ohio
$254K -$2.86K -59 -0.9%
EFSCE
1034
Enterprise Financial Services Corp (EFSC)
Missouri
$253K -$23.2K -478 -7%
ACM
1035
Armbruster Capital Management
New York
$253K – – –
NDSI
1036
Newman Dignan & Sheerar Inc
Rhode Island
$253K – – –
BL
1037
Balentine LLC
Georgia
$252K -$685K -14,145 -69%
WMA
1038
West Michigan Advisors
Michigan
$252K +$307K +6,343 New
CWG
1039
Cornerstone Wealth Group
North Carolina
$251K -$39.5K -816 -11%
CFGS
1040
Concourse Financial Group Securities
Alabama
$251K -$10.3K -213 -3%
BP
1041
BBR Partners
New York
$251K – – –
BAM
1042
Brave Asset Management
New Jersey
$250K – – –
RPA
1043
Rock Point Advisors
Vermont
$250K – – –
FFA
1044
First Foundation Advisors
California
$250K +$19.1K +394 +7%
BWAM
1045
Boyd Watterson Asset Management
Ohio
$249K -$25.5K -527 -8%
FNT
1046
First National Trust
Pennsylvania
$249K -$7.32K -151 -2%
JEST
1047
JTC Employer Solutions Trustee
Jersey
$249K – – –
FFG
1048
Fortem Financial Group
California
$247K -$51.5K -1,063 -15%
SAM
1049
Shell Asset Management
Netherlands
$247K – – –
TWA
1050
TCI Wealth Advisors
Arizona
$247K +$7.7K +159 +3%
40 41
42
43 44