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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Coldstream Capital Management
Washington
$233K +$17.6K +131 +8%
EFS
627
Essex Financial Services
Connecticut
$232K – – –
WKWM
628
Walter & Keenan Wealth Management
Indiana
$230K -$335K -2,500 -60%
SRC
629
Sage Rhino Capital
California
$230K +$2.01K +15 +0.9%
GWM
630
Geneos Wealth Management
Colorado
$229K -$24.4K -182 -10%
WC
631
Woodstock Corp
Massachusetts
$229K – – –
CA
632
Clearstead Advisors
Ohio
$224K +$3.22K +24 +1%
QCM
633
Quest Capital Management
Texas
$223K +$2.01K +15 +0.9%
GF
634
Gries Financial
Ohio
$223K +$201K +1,500 New
PA
635
Pinnacle Associates
New York
$222K -$6.16K -46 -3%
DBT
636
Dubuque Bank & Trust
Iowa
$221K -$61.2K -457 -22%
PG
637
Patten Group
Tennessee
$221K -$3.62K -27 -2%
LWM
638
Laidlaw Wealth Management
New York
$221K +$7.5K +56 +4%
PWM
639
PRW Wealth Management
Massachusetts
$221K +$219K +1,636 New
AWM
640
AllSquare Wealth Management
New York
$220K +$13.9K +104 +7%
CG
641
Caprock Group
Idaho
$218K +$2.41K +18 +1%
FFS
642
Founders Financial Securities
Maryland
$217K +$215K +1,608 New
JF
643
Jump Financial
Illinois
$214K +$212K +1,580 New
PS
644
Portfolio Solutions
Michigan
$209K +$188K +1,400 New
CFGS
645
Concourse Financial Group Securities
Alabama
$207K -$1.88K -14 -0.9%
WFI
646
West Family Investments
California
$207K +$205K +1,529 New
KPW
647
Kore Private Wealth
New York
$207K +$205K +1,530 New
AC
648
Avestar Capital
New York
$206K +$204K +1,523 New
DWT
649
Dorsey & Whitney Trust
South Dakota
$203K -$287K -2,142 -59%
BB
650
Busey Bank
Illinois
$203K -$26.7K -199 -12%
24 25
26
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