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MetLife
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$272K -$2.68K -34 -1%
GSEP
927
Golden State Equity Partners
California
$272K -$13.9K -177 -5%
BB
928
Busey Bank
Illinois
$272K -$3.23K -41 -1%
RMDI
929
R.M. Davis Inc
Maine
$270K -$17.1K -217 -6%
S
930
Sunpointe
Missouri
$270K -$3.62K -46 -1%
WF
931
Welch & Forbes
Massachusetts
$270K -$9.6K -122 -4%
JFG
932
Jefferies Financial Group
New York
$269K -$787K -10,000 -75%
DJSG
933
D.J. St. Germain
Massachusetts
$267K -$55.1K -700 -18%
VBA
934
von Borstel & Associates
Oregon
$267K +$273K +3,466 New
WWC
935
Waypoint Wealth Counsel
Georgia
$267K +$255K +3,241 New
I
936
InceptionR
California
$267K -$650K -8,263 -72%
MCM
937
Monument Capital Management
Virginia
$265K -$39.9K -507 -14%
ILI
938
Invesco LLC (Illinois)
Illinois
$265K – – –
AL
939
Aspiriant LLC
California
$264K -$51.5K -655 -17%
EB
940
Eastern Bank
Massachusetts
$264K +$6.06K +77 +2%
WPC
941
White Pine Capital
Minnesota
$264K – – –
MSFS
942
Main Street Financial Solutions
Pennsylvania
$264K +$252K +3,206 New
DWP
943
Daymark Wealth Partners
Ohio
$263K +$10.2K +130 +4%
FPL
944
Fortress Private Ledger
North Carolina
$263K +$29.4K +373 +13%
PIA
945
Pinion Investment Advisors
Kansas
$262K -$23.7K -301 -8%
CCMG
946
Clark Capital Management Group
Pennsylvania
$262K +$11.4K +145 +5%
PCM
947
Penserra Capital Management
California
$261K +$2.28K +29 +0.9%
JTWM
948
Jackson Thornton Wealth Management
Alabama
$260K +$250K +3,174 New
MWM
949
Modern Wealth Management
Kansas
$260K -$277K -3,522 -53%
WC
950
Westhampton Capital
North Carolina
$259K – – –
36 37
38
39 40