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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1726
4J Wealth Management
Virginia
$250K +$209K +5,680 New
LS
1727
Livforsakringsbolaget Skandia
Sweden
$250K – – –
WF
1728
Wayfinding Financial
Washington
$249K +$216K +5,860 New
CWS
1729
Cypress Wealth Services
California
$248K +$203K +5,510 New
PCM
1730
Prelude Capital Management
New York
$245K -$484K -13,130 -70%
FWM
1731
FMB Wealth Management
California
$245K +$205K +5,570 New
SFM
1732
Signet Financial Management
New Jersey
$245K +$205K +5,570 New
JLBC
1733
J.L. Bainbridge & Co
Florida
$245K +$205K +5,560 New
FNT
1734
First Nebraska Trust
Nebraska
$244K +$204K +5,550 New
HCA
1735
Horan Capital Advisors
Ohio
$244K +$204K +5,550 New
MWM
1736
Meritas Wealth Management
California
$244K +$204K +5,540 New
SCM
1737
Seascape Capital Management
New Hampshire
$244K +$204K +5,550 New
CG
1738
Clarus Group
Texas
$244K +$204K +5,530 New
DFCM
1739
Dark Forest Capital Management
Puerto Rico
$243K +$203K +5,520 New
CT
1740
Caldwell Trust
Florida
$242K +$170K +4,620 +531%
FDCC
1741
Foster Dykema Cabot & Co
Massachusetts
$241K +$12.9K +350 +7%
CVM
1742
Cheviot Value Management
California
$240K +$201K +5,450 New
SCM
1743
Stonehearth Capital Management
Massachusetts
$239K +$200K +5,420 New
D
1744
Dentgroup
Louisiana
$238K +$199K +5,410 New
SL
1745
Salomon & Ludwin
Virginia
$237K +$198K +5,380 New
BFA
1746
Bill Few Associates
Pennsylvania
$237K +$198K +5,370 New
CRC
1747
Curi RMB Capital
Illinois
$236K +$197K +5,350 New
RW
1748
RVW Wealth
California
$236K +$197K +5,350 New
HP
1749
Hilltop Partners
Indiana
$235K +$197K +5,340 New
AC
1750
ASB Consultores
Florida
$234K -$40.1K -1,090 -17%
68 69
70
71 72