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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
751
PUREfi Wealth
Massachusetts
$407K +$54.3K +271 +17%
FCM
752
Fieldview Capital Management
Michigan
$403K -$2.16M -10,783 -85%
MAM
753
Martingale Asset Management
Massachusetts
$401K +$9.82K +49 +3%
CI
754
Conning Inc
Connecticut
$399K – – –
CIA
755
Choate Investment Advisors
Massachusetts
$395K – – –
WA
756
Waverly Advisors
Alabama
$395K -$9.02K -45 -2%
CAM
757
Chesapeake Asset Management
New York
$394K +$78.8K +393 +28%
S
758
Sunpointe
Missouri
$393K +$359K +1,791 New
PWM
759
Perigon Wealth Management
California
$393K +$55.3K +276 +18%
CW
760
CreativeOne Wealth
Kansas
$390K +$114K +567 +47%
CBB
761
Citizens Business Bank
California
$390K +$356K +1,775 New
PP
762
Patron Partners
Texas
$389K -$22.4K -112 -6%
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$387K -$313K -1,564 -47%
PCS
764
Personal CFO Solutions
New Jersey
$384K -$73.5K -367 -17%
VVP
765
Venture Visionary Partners
Ohio
$383K +$4.21K +21 +1%
SEIA
766
Signature Estate & Investment Advisors
California
$376K +$343K +1,711 New
FIA
767
Foundations Investment Advisors
Arizona
$374K +$38.5K +192 +13%
CIAS
768
Capital Investment Advisory Services
North Carolina
$374K +$1K +5 +0.3%
CCA
769
Cobblestone Capital Advisors
New York
$371K -$12.8K -64 -4%
WC
770
Woodstock Corp
Massachusetts
$371K – – –
PCM
771
Pointe Capital Management
Michigan
$369K – – –
SWM
772
Seed Wealth Management
Illinois
$369K – – –
ST
773
Somerset Trust
Pennsylvania
$369K +$2.4K +12 +0.7%
VI
774
Versor Investments
New York
$366K +$334K +1,669 New
BCM
775
Brookstone Capital Management
Illinois
$362K -$9.22K -46 -3%
29 30
31
32 33