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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
926
Pinnacle Bancorp
Nebraska
$391K – – –
PS
927
Portfolio Strategies
New York
$387K +$3.21K +11 +0.8%
FTA
928
Financial & Tax Architects
Missouri
$385K -$9.91K -34 -2%
GDP
929
Great Diamond Partners
Maine
$384K +$4.67K +16 +1%
AG
930
AlphaSimPlex Group
Massachusetts
$382K +$385K +1,322 New
MCM
931
Manchester Capital Management
Vermont
$380K +$9.91K +34 +3%
HC
932
Henshaw Capital
Massachusetts
$378K – – –
FP
933
Financial Perspectives
Minnesota
$378K -$106M -364,557 -100%
PCS
934
Personal CFO Solutions
New Jersey
$373K -$10.5K -36 -3%
QT
935
Quantamental Technologies
New York
$372K +$376K +1,288 New
SEEDPG
936
S.E.E.D. Planning Group
New York
$369K +$19K +65 +5%
ANTB
937
AMG National Trust Bank
Colorado
$367K +$371K +1,271 New
MW
938
Marcum Wealth
Ohio
$365K +$53.6K +184 +17%
RCA
939
Resonant Capital Advisors
Wisconsin
$363K -$23K -79 -6%
GWSG
940
GPS Wealth Strategies Group
Colorado
$361K +$292 +1 +0.1%
EAM
941
Evanson Asset Management
California
$360K -$23.3K -80 -6%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$360K +$4.08K +14 +1%
BDF
943
Balasa Dinverno & Foltz
$359K +$10.2K +35 +3%
WAAG
944
Wealth Alliance Advisory Group
Kansas
$359K +$11.7K +40 +3%
CCA
945
Childress Capital Advisors
Texas
$355K -$38.8K -133 -10%
CAAS
946
Capital Asset Advisory Services
Michigan
$354K -$4.96K -17 -1%
SIA
947
SkyView Investment Advisors
New Jersey
$354K – – –
ADL
948
Asset Dedication LLC
California
$351K +$150K +515 +74%
AWA
949
Aaron Wealth Advisors
Illinois
$348K – – –
APW
950
Aurora Private Wealth
New Jersey
$347K – – –
36 37
38
39 40