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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1176
Personal CFO Solutions
New Jersey
$724K -$211K -2,641 -21%
BOSSRA
1177
B.O.S.S. Retirement Advisors
Utah
$721K +$810K +10,118 New
SACTSONJ
1178
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$719K – – –
EWM
1179
Elmwood Wealth Management
California
$719K +$4K +50 +0.5%
MYLI
1180
Meiji Yasuda Life Insurance
Japan
$717K – – –
SCI
1181
Stableford Capital II
Arizona
$717K +$744K +9,301 New
LWM
1182
Ledge Wealth Management
Minnesota
$715K +$78.1K +976 +11%
SNBOSD
1183
Security National Bank of So Dak
Iowa
$714K +$96K +1,200 +14%
RCA
1184
Riverview Capital Advisers
Massachusetts
$714K -$25.6K -320 -3%
LWAC
1185
Laurel Wealth Advisors (California)
California
$713K -$25.5K -319 -3%
GPCM
1186
Granite Point Capital Management
Massachusetts
$712K -$1.76M -22,000 -69%
FCM
1187
Firsthand Capital Management
California
$712K – – –
SW
1188
SlateStone Wealth
Florida
$710K -$306K -3,826 -28%
S
1189
Seeyond
France
$709K +$48.4K +605 +6%
EWA
1190
EverSource Wealth Advisors
Alabama
$706K +$406K +5,072 +105%
CGL
1191
Clarius Group LLC
Washington
$705K -$59.6K -745 -7%
PFT
1192
Providence First Trust
Arizona
$700K – – –
CA
1193
Cornerstone Advisory
Maryland
$699K -$153K -1,914 -16%
SAM
1194
Sabadell Asset Management
Spain
$699K +$712K +8,900 New
ONSWM
1195
Old North State Wealth Management
North Carolina
$698K +$544K +6,800 +226%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$695K +$2K +25 +0.3%
NAG
1197
Northstar Advisory Group
New Jersey
$694K -$229K -2,862 -23%
TFS
1198
TrustCore Financial Services
Tennessee
$691K -$155K -1,942 -17%
WW
1199
Waterfront Wealth
Kansas
$691K +$97.9K +1,223 +17%
FNBT
1200
FineMark National Bank & Trust
Florida
$689K -$90.4K -1,130 -10%
46 47
48
49 50