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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1501
Tradition Wealth Management
Minnesota
$446K +$125K +1,261 +39%
PWS
1502
Proactive Wealth Strategies
Georgia
$445K -$19.8K -200 -4%
PFWA
1503
Paces Ferry Wealth Advisors
Georgia
$443K +$17K +172 +4%
SWM
1504
Segment Wealth Management
Texas
$443K -$4.36K -44 -1%
DE
1505
Defiance ETFs
New York
$442K +$71.3K +720 +21%
CI
1506
Conning Inc
Connecticut
$441K +$891 +9 +0.2%
SAM
1507
Seelaus Asset Management
New Jersey
$439K +$192K +1,944 +78%
OP
1508
Oslo Pensjonsforsikring
$438K +$65.6K +663 +18%
BBP
1509
Banco BTG Pactual
Brazil
$437K +$231K +2,338 +113%
GCP
1510
GSA Capital Partners
United Kingdom
$436K -$2.32M -23,405 -84%
PCM
1511
Payne Capital Management
New York
$436K – – –
RIG
1512
RiverFront Investment Group
Virginia
$432K +$185K +1,873 +75%
SAM
1513
Sagewood Asset Management
New York
$431K +$195K +1,969 +83%
MDA
1514
Minot DeBlois Advisors
Massachusetts
$430K +$23.8K +240 +6%
PCM
1515
Permanent Capital Management
Illinois
$429K -$580K -5,859 -58%
AMCA
1516
Arthur M. Cohen & Associates
Illinois
$429K -$60.4K -610 -12%
IIC
1517
Integrated Investment Consultants
Michigan
$428K +$129K +1,298 +43%
VAG
1518
VisionPoint Advisory Group
Texas
$427K +$174K +1,753 +69%
JTWM
1519
Jackson Thornton Wealth Management
Alabama
$427K +$93.7K +946 +28%
MWA
1520
MFA Wealth Advisors
Pennsylvania
$425K +$167K +1,688 +65%
EF
1521
Evanson Financial
Virginia
$423K +$421K +4,256 New
AWP
1522
Abacus Wealth Partners
California
$422K -$137K -1,380 -25%
ECM
1523
Elgethun Capital Management
South Dakota
$421K +$9.01K +91 +2%
SLG
1524
Stanley-Laman Group
Pennsylvania
$421K +$1.19K +12 +0.3%
CWS
1525
Confluence Wealth Services
Pennsylvania
$418K +$69.6K +703 +20%
59 60
61
62 63