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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
1401
Financial Planning & Information Services
Wisconsin
$253K +$209K +1,767 New
PPW
1402
Pasadena Private Wealth
California
$253K +$209K +1,767 New
CCG
1403
Cypress Capital Group
Florida
$253K +$209K +1,770 New
PP
1404
PDS Planning
Ohio
$251K -$573K -4,857 -73%
ADL
1405
Asset Dedication LLC
California
$251K +$93.5K +792 +81%
LIM
1406
Leavell Investment Management
Alabama
$251K +$207K +1,755 New
SSWM
1407
Sheets Smith Wealth Management
North Carolina
$251K +$207K +1,755 New
EWM
1408
Executive Wealth Management
Michigan
$251K +$208K +1,761 New
BOTW
1409
Bank of the West
California
$249K +$205K +1,740 New
AL
1410
Arnhold LLC
New York
$249K +$206K +1,743 New
MWM
1411
MinichMacGregor Wealth Management
New York
$249K +$206K +1,746 New
PTC
1412
Private Trust Company
Ohio
$249K +$206K +1,746 New
FPS
1413
Fieldpoint Private Securities
Connecticut
$248K -$2.7M -22,884 -93%
NHC
1414
Nicholas Hoffman & Company
Georgia
$247K -$345K -2,925 -63%
CA
1415
Cornerstone Advisory
Maryland
$247K +$204K +1,725 New
CWM
1416
Centric Wealth Management
Illinois
$246K -$1.41M -11,919 -80%
SBWM
1417
Sunflower Bank Wealth Management
Arizona
$245K -$152K -1,290 -43%
BDF
1418
Black Diamond Financial
Maryland
$245K +$202K +1,710 New
ZCA
1419
Zeke Capital Advisors
Pennsylvania
$245K +$202K +1,710 New
ACP
1420
Aviance Capital Partners
Florida
$243K -$630K -5,337 -76%
BO
1421
BRR OpCo
Ohio
$242K +$200K +1,695 New
PFA
1422
Paradigm Financial Advisors
Missouri
$242K +$200K +1,695 New
SC
1423
Saybrook Capital
North Carolina
$242K +$200K +1,695 New
GA
1424
GFS Advisors
Texas
$241K +$198K +1,680 New
SSW
1425
Smith Shellnut Wilson
Mississippi
$238K +$197K +1,665 New
55 56
57
58 59