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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1751
Sunpointe
Missouri
$299K -$32.2K -320 -10%
TF
1752
Trek Financial
Arizona
$299K -$19.6K -195 -6%
DF
1753
Dunhill Financial
United Kingdom
$299K -$1.81K -18 -0.6%
AO
1754
Advisor OS
Illinois
$298K -$11.7K -116 -4%
SWA
1755
SOA Wealth Advisors
New York
$298K -$14.9K -148 -5%
SFS
1756
Symphony Financial Services
Ohio
$298K +$101 +1 +0%
QWM
1757
Quadcap Wealth Management
Texas
$298K +$33.4K +332 +13%
MPCA
1758
Madison Park Capital Advisors
Washington
$297K -$264K -2,626 -89%
DCBT
1759
Dakota Community Bank & Trust
North Dakota
$297K – – –
ACC
1760
Acorn Creek Capital
Colorado
$297K +$2.42K +24 +0.8%
MAWCM
1761
Mine & Arao Wealth Creation & Management
California
$296K +$1.11K +11 +0.4%
PFWA
1762
Paces Ferry Wealth Advisors
Georgia
$295K -$16.9K -168 -5%
PWP
1763
Private Wealth Partners
California
$294K +$28.4K +282 +11%
TWM
1764
Tanager Wealth Management
United Kingdom
$293K -$15.2K -151 -5%
CA
1765
Capital Advantage
California
$292K -$101 -1 -0%
SG
1766
Sienna Gestion
France
$292K +$279K +2,774 New
SIC
1767
Samalin Investment Counsel
New York
$291K -$38K -377 -12%
JA
1768
JVL Associates
Michigan
$291K -$403 -4 -0.1%
CT
1769
Caldwell Trust
Florida
$290K – – –
JC
1770
JB Capital
Connecticut
$289K +$2.22K +22 +0.8%
LCM
1771
Liberty Capital Management
Michigan
$289K +$285K +2,829 New
FCB
1772
First County Bank
Connecticut
$289K +$4.03K +40 +1%
OCG
1773
Opus Capital Group
Ohio
$289K -$16.1K -160 -5%
ALA
1774
Atlas Legacy Advisors
California
$288K +$290K +2,875 New
BCA
1775
Bay Colony Advisors
Massachusetts
$287K +$56.3K +559 +25%
69 70
71
72 73