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Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
3676
G&S Capital
Colorado
$807K -$147K -241 -14%
CNB
3677
Camden National Bank
Maine
$806K +$15.9K +26 +2%
SAMT
3678
Select Asset Management & Trust
Pennsylvania
$804K +$15.3K +25 +2%
OPWM
3679
Oregon Pacific Wealth Management
Oregon
$804K -$4.89K -8 -0.6%
IPW
3680
Intergy Private Wealth
Colorado
$801K +$55K +90 +7%
KW
3681
Keyvantage Wealth
Pennsylvania
$800K -$122K -200 -12%
WFM
3682
Wolff Financial Management
Michigan
$800K – – –
EPM
3683
Elm Partners Management
Pennsylvania
$800K -$7.95K -13 -0.9%
GPW
3684
Gentry Private Wealth
Kansas
$799K +$112K +183 +15%
SFCL
3685
Strengthening Families & Communities LLC
Massachusetts
$798K -$4.28K -7 -0.5%
WH
3686
Willner & Heller
California
$795K +$25.1K +41 +3%
IFO
3687
Independent Family Office
New York
$794K – – –
NO
3688
Ninety One
South Africa
$792K -$18.5M -30,250 -95%
RCP
3689
Rothschild Capital Partners
New York
$790K -$515K -843 -38%
VAMG
3690
Voisard Asset Management Group
Michigan
$789K -$19K -31 -2%
WCM
3691
Winthrop Capital Management
Indiana
$788K +$26.3K +43 +3%
SLC
3692
Second Line Capital
Louisiana
$787K -$3.8M -6,219 -82%
BCM
3693
BlueCrest Capital Management
Jersey
$786K +$854K +1,396 New
AFO
3694
Arrowroot Family Office
California
$785K +$379K +620 +80%
FEM
3695
Fulcrum Equity Management
Texas
$785K -$64.2K -105 -7%
DWA
3696
Dougherty Wealth Advisers
Minnesota
$785K – – –
SFG
3697
Sather Financial Group
Texas
$785K +$47.1K +77 +6%
GAMC
3698
Garner Asset Management Corp
Texas
$784K +$38.5K +63 +5%
WPA
3699
Wealth Preservation Advisors
Tennessee
$783K -$232K -380 -21%
PWS
3700
Precision Wealth Strategies
Missouri
$783K -$4.26M -6,974 -83%
146 147
148
149 150