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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
3101
Strategic Investment Solutions
Illinois
$240K +$116K +950 +90%
SCI
3102
S&CO Inc
Massachusetts
$239K – – –
LHWM
3103
Lake Hills Wealth Management
Texas
$239K – – –
FCB
3104
First County Bank
Connecticut
$239K +$3.66K +30 +2%
NAMNJ
3105
NorthStar Asset Management (New Jersey)
New Jersey
$239K +$9.76K +80 +4%
GWS
3106
Greykasell Wealth Strategies
California
$239K +$22K +180 +10%
CWA
3107
Crux Wealth Advisors
California
$239K +$25.6K +210 +12%
PTC
3108
Petrus Trust Company
Texas
$239K +$243K +1,990 New
FFS
3109
Flavin Financial Services
Florida
$237K +$23.2K +190 +11%
CW
3110
Code Waechter
Florida
$237K – – –
KAM
3111
Knightsbridge Asset Management
California
$236K +$2.44K +20 +1%
CF
3112
Claris Financial
Virginia
$236K +$20.7K +170 +9%
AGM
3113
Alpine Global Management
New York
$236K +$240K +1,970 New
MSWMA
3114
Market Street Wealth Management Advisors
Indiana
$235K -$7.32K -60 -3%
CNB
3115
Camden National Bank
Maine
$235K -$4.88K -40 -2%
MEG
3116
Millstone Evans Group
Colorado
$235K – – –
CFG
3117
CKW Financial Group
Hawaii
$234K – – –
BI
3118
Bolthouse Investments
California
$234K – – –
PWA
3119
PCG Wealth Advisors
Kansas
$234K – – –
EWM
3120
Elmwood Wealth Management
California
$234K +$238K +1,950 New
HL
3121
HeadInvest LLC
Maine
$234K -$48.8K -400 -17%
LIA
3122
LifePlan Investment Advisors
North Carolina
$234K +$26.9K +220 +13%
WWWM
3123
White Wing Wealth Management
Texas
$233K +$9.76K +80 +4%
HFS
3124
Hoge Financial Services
Pennsylvania
$233K -$19.5K -160 -8%
WA
3125
WBH Advisory
Maryland
$233K -$3.66K -30 -2%
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