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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
801
Lincoln Capital
Nebraska
$214K +$196K +4,480 New
WANY
802
Wealthspire Advisors (New York)
New York
$214K +$196K +4,490 New
BSW
803
Buckingham Strategic Wealth
Missouri
$213K -$22.3K -510 -10%
SFA
804
Sequoia Financial Advisors
Ohio
$212K +$195K +4,450 New
IWN
805
Independent Wealth Network
Iowa
$210K +$192K +4,395 New
BG
806
Bahl & Gaynor
Ohio
$210K +$193K +4,400 New
FCBT
807
First Citizens Bank & Trust
North Carolina
$210K +$193K +4,400 New
SWA
808
Stratos Wealth Advisors
Ohio
$210K +$193K +4,405 New
CGL
809
Clarius Group LLC
Washington
$210K +$193K +4,410 New
GG
810
Greenwood Gearhart
Arkansas
$207K +$190K +4,340 New
ACM
811
AlphaStar Capital Management
North Carolina
$207K +$204K +4,655 New
SDH
812
Sloy Dahl & Holst
Washington
$204K – – –
CS
813
Capital Square
Tennessee
$204K +$195K +4,450 New
BOTW
814
Bank of the West
California
$203K +$186K +4,250 New
PCA
815
Personal Capital Advisors
California
$202K +$187K +4,280 New
HIM
816
Harbour Investment Management
Washington
$200K -$87.5K -2,000 -32%
NFG
817
Next Financial Group
Texas
$194K +$57.5K +1,315 +48%
DAM
818
Delta Asset Management
Tennessee
$191K -$438 -10 -0.2%
SAM
819
S.A. Mason
Michigan
$186K – – –
TCWM
820
Total Clarity Wealth Management
Illinois
$180K +$15.3K +350 +10%
CCM
821
Chilton Capital Management
Texas
$178K +$163K +3,720 New
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$177K – – –
CAC
823
Core Alternative Capital
Georgia
$171K +$157K +3,590 New
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$168K +$875 +20 +0.6%
PK
825
Pflug Koory
Nebraska
$167K – – –
31 32
33
34 35