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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1401
Peoples Financial Services Corp
Pennsylvania
$220K -$10.6K -150 -4%
PFP
1402
Paragon Financial Partners
California
$219K – – –
BC
1403
Barrett & Company
Rhode Island
$219K -$42.3K -600 -16%
PCS
1404
Personal CFO Solutions
New Jersey
$218K -$7.96K -113 -3%
YLHM
1405
Yelin Lapidot Holdings Management
Israel
$218K – – –
OL
1406
one8zero8 LLC
North Carolina
$217K +$31.5K +447 +16%
OC
1407
Oarsman Capital
Wisconsin
$217K -$2.47K -35 -1%
WWC
1408
Waypoint Wealth Counsel
Georgia
$216K +$227K +3,223 New
WFI
1409
West Family Investments
California
$216K +$3.81K +54 +2%
GM
1410
GeoWealth Management
Illinois
$216K +$13.3K +188 +6%
SWA
1411
SFMG Wealth Advisors
Texas
$215K -$5.36K -76 -2%
CAS
1412
Coppell Advisory Solutions
Texas
$215K +$20.4K +289 +10%
NCM
1413
NCM Capital Management
New Jersey
$215K -$1.97K -28 -0.9%
FCA
1414
FLC Capital Advisors
California
$214K – – –
WF
1415
Welch & Forbes
Massachusetts
$214K -$33.7K -478 -13%
BWA
1416
Bestgate Wealth Advisors
Maryland
$213K +$223K +3,170 New
RF
1417
Rossby Financial
Florida
$213K +$17.6K +250 +9%
UPS
1418
UHLMANN PRICE SECURITIES
Illinois
$211K -$6.34K -90 -3%
RCG
1419
Regatta Capital Group
California
$211K -$52.9K -750 -19%
MW
1420
Marks Wealth
Maryland
$211K – – –
TC
1421
TAGStone Capital
North Carolina
$211K – – –
CTC
1422
Central Trust Company
Missouri
$210K -$36.4K -516 -14%
CT
1423
Colonial Trust
South Carolina
$210K -$2.47K -35 -1%
AIA
1424
Affinity Investment Advisors
California
$209K +$17.8K +252 +9%
CPA
1425
Capital Performance Advisors
California
$209K -$1.34K -19 -0.6%
55 56
57
58 59