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Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
2051
Covenant Multifamily Offices
Texas
$361K -$4.99K -15 -1%
VHAM
2052
Van Hulzen Asset Management
California
$359K -$3.77M -11,345 -92%
CP
2053
Coho Partners
Pennsylvania
$359K – – –
PP
2054
PDS Planning
Ohio
$359K +$10.6K +32 +3%
GC
2055
Grace Capital
Massachusetts
$357K – – –
PBT
2056
Pictet Bank & Trust
Bahamas
$357K +$333K +1,000 New
WWS
2057
Wellington Wealth Strategies
Indiana
$357K +$278K +836 New
WOSD
2058
WFA of San Diego
California
$356K – – –
MFW
2059
Meristem Family Wealth
Minnesota
$356K +$12.6K +38 +4%
CB
2060
Community Bank
New York
$355K +$1.66K +5 +0.5%
FP
2061
Financial Perspectives
Minnesota
$354K +$82.5K +248 +33%
FM
2062
Foster & Motley
Ohio
$354K +$99.8K +300 +43%
AWA
2063
AmeriServ Wealth Advisors
Pennsylvania
$354K +$330K +992 New
CISOA
2064
Capital Investment Services of America
Wisconsin
$353K -$33.3K -100 -9%
FSC
2065
Full Sail Capital
Oklahoma
$353K +$359K +1,078 New
ACM
2066
AlphaStar Capital Management
North Carolina
$352K -$2.39M -7,197 -87%
AC
2067
Avestar Capital
New York
$352K -$536K -1,611 -62%
NFG
2068
Nations Financial Group
Iowa
$352K -$459K -1,379 -58%
EWM
2069
EPG Wealth Management
Georgia
$352K -$27.3K -82 -8%
BFWA
2070
Benchmark Financial Wealth Advisors
Florida
$351K -$19K -57 -5%
AFAS
2071
Acorn Financial Advisory Services
Virginia
$351K +$998 +3 +0.3%
OLA
2072
Oliver Luxxe Assets
New Jersey
$351K +$14.6K +44 +5%
NAS
2073
Nicolet Advisory Services
Wisconsin
$349K +$41.9K +126 +15%
TWM
2074
Tradition Wealth Management
Minnesota
$341K +$317K +954 New
GWCM
2075
Godshalk Welsh Capital Management
Pennsylvania
$339K – – –
81 82
83
84 85