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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2926
Pointe Capital Management
Michigan
$285K -$12.5K -36 -4%
FPB
2927
First PREMIER Bank
South Dakota
$285K +$26K +75 +9%
LBC
2928
Lawrence B. Cohen
$284K -$927K -2,671 -74%
SCM
2929
Seascape Capital Management
New Hampshire
$283K +$1.04K +3 +0.3%
C
2930
Covestor
United Kingdom
$283K +$122K +353 +60%
AR
2931
Apeiron RIA
Texas
$282K -$39.5K -114 -11%
TCWM
2932
Total Clarity Wealth Management
Illinois
$282K +$35.4K +102 +12%
KPWG
2933
KFA Private Wealth Group
Virginia
$282K +$45.1K +130 +16%
ARC
2934
Advisor Resource Council
Texas
$280K -$3M -8,660 -90%
NEWAS
2935
N.E.W. Advisory Services
Wisconsin
$280K -$43K -124 -12%
CP
2936
Castleview Partners
Texas
$280K +$325K +936 New
AAM
2937
Augustine Asset Management
Florida
$279K -$1.04K -3 -0.3%
PSF
2938
Pacific Sun Financial
California
$279K +$22.9K +66 +8%
RJTCONH
2939
Raymond James Trust Company of New Hampshire
New Hampshire
$279K +$323K +931 New
EW
2940
Emerson Wealth
Michigan
$278K +$1.73K +5 +0.5%
MCG
2941
McCollum Christoferson Group
New York
$278K +$17.3K +50 +6%
AWM
2942
Aevitas Wealth Management
Massachusetts
$277K +$32.3K +93 +11%
W
2943
WealthOne
New York
$277K +$35K +101 +12%
NWA
2944
Navis Wealth Advisors
New York
$276K – – –
MC
2945
Montag & Caldwell
Georgia
$275K -$4.51K -13 -1%
SWA
2946
Sax Wealth Advisors
New Jersey
$275K -$694 -2 -0.2%
PCM
2947
Poehling Capital Management
Wisconsin
$275K – – –
BZWA
2948
Blue Zone Wealth Advisors
California
$272K +$32.6K +94 +12%
BWM
2949
Brickley Wealth Management
California
$271K +$5.2K +15 +2%
JFG
2950
JMG Financial Group
Illinois
$270K +$18K +52 +6%
116 117
118
119 120