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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1751
Cedar Brook Financial Partners
Ohio
$844K +$28.9K +1,800 +4%
PCS
1752
Personal CFO Solutions
New Jersey
$844K +$42.3K +2,640 +7%
KP
1753
Keel Point
Alabama
$841K +$46.8K +2,920 +7%
FNBOH
1754
First National Bank of Hutchinson
Kansas
$840K -$34K -2,120 -5%
MWPCG
1755
Measured Wealth Private Client Group
New Hampshire
$840K – – –
HI
1756
HBK Investments
Texas
$840K +$673K +42,000 New
KCM
1757
Karp Capital Management
California
$839K +$144K +8,960 +27%
PL
1758
Parthenon LLC
Kentucky
$836K – – –
CAM
1759
Cubic Asset Management
Massachusetts
$836K +$1.92K +120 +0.3%
CFA
1760
Capstone Financial Advisors
Illinois
$834K +$276K +17,240 +71%
SWA
1761
Sutton Wealth Advisors
Florida
$831K +$31.4K +1,960 +5%
PMAS
1762
PNC Managed Account Solutions
Texas
$831K +$666K +41,520 New
FP
1763
Financial Perspectives
Minnesota
$827K +$1.28K +80 +0.2%
PMG
1764
ProVise Management Group
Florida
$824K -$108K -6,720 -14%
BW
1765
Bison Wealth
Georgia
$824K -$102K -6,360 -13%
GSEP
1766
Golden State Equity Partners
California
$822K +$658K +41,080 New
BCM
1767
Bienville Capital Management
New York
$820K – – –
MAWCM
1768
Mine & Arao Wealth Creation & Management
California
$820K – – –
TCWM
1769
Total Clarity Wealth Management
Illinois
$817K +$89.1K +5,560 +16%
AWP
1770
Abacus Wealth Partners
California
$816K -$68K -4,240 -9%
WC
1771
Westhampton Capital
North Carolina
$815K +$7.05K +440 +1%
MSU
1772
Mizuho Securities USA
New York
$815K +$653K +40,760 New
RP
1773
Rowlandmiller & Partners
Georgia
$814K – – –
NHC
1774
Nicholas Hoffman & Company
Georgia
$812K +$271K +16,880 +71%
TCMP
1775
Thrive Capital Management (Pennsylvania)
Pennsylvania
$811K +$169K +10,520 +35%
69 70
71
72 73