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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1526
Total Clarity Wealth Management
Illinois
$394K +$5.18K +640 +2%
PO
1527
Private Ocean
California
$393K +$8.74K +1,080 +3%
DI
1528
Diligent Investors
California
$393K +$48.9K +6,040 +17%
PIM
1529
Profit Investment Management
Maryland
$393K +$335K +41,360 New
TW
1530
Towerpoint Wealth
California
$392K +$334K +41,320 New
VWA
1531
Visionary Wealth Advisors
Illinois
$391K +$46.9K +5,800 +16%
NB
1532
Nicolet Bankshares
Wisconsin
$390K -$226K -27,920 -40%
NB
1533
NBT Bank
New York
$390K -$32.4K -4,000 -9%
BCM
1534
Bienville Capital Management
New York
$389K +$332K +41,000 New
YWP
1535
YorkBridge Wealth Partners
New York
$388K +$50.2K +6,200 +18%
FMW
1536
Farr Miller & Washington
District of Columbia
$388K +$331K +40,880 New
PWAG
1537
Polaris Wealth Advisory Group
California
$387K -$31.1K -3,840 -9%
RP
1538
Rowlandmiller & Partners
Georgia
$386K -$8.09K -1,000 -2%
BIA
1539
Bigelow Investment Advisors
Maine
$386K -$105K -13,000 -24%
NP
1540
Ninepoint Partners
Ontario, Canada
$386K +$328K +40,600 New
PI
1541
PFS Investments
Georgia
$386K +$328K +40,600 New
PHAM
1542
Palisades Hudson Asset Management
Florida
$381K – – –
FSA
1543
Fort Sheridan Advisors
Illinois
$381K +$17.5K +2,160 +6%
IWA
1544
Intercontinental Wealth Advisors
Texas
$381K +$325K +40,120 New
CCMT
1545
CMT Capital Markets Trading
Germany
$380K -$1.55M -192,000 -83%
HCM
1546
Highlander Capital Management
New Jersey
$380K -$388K -48,000 -55%
CCMG
1547
Clark Capital Management Group
Pennsylvania
$380K -$152K -18,840 -32%
CFSG
1548
Community Financial Services Group
Vermont
$380K – – –
PDM
1549
Penn Davis McFarland
Texas
$380K – – –
SWM
1550
Strategic Wealth Management
Washington
$380K +$324K +40,000 New
60 61
62
63 64