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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2526
Aspire Private Capital
North Carolina
$620K +$75.1K +350 +14%
CCMT
2527
CMT Capital Markets Trading
Germany
$618K -$569K -2,650 -48%
PWA
2528
Primoris Wealth Advisors
Florida
$618K +$612K +2,853 New
FOA
2529
Five Oceans Advisors
California
$617K +$28.6K +133 +5%
RGC
2530
Roberts, Glore & Co
Illinois
$616K +$610K +2,841 New
QC
2531
Quent Capital
New York
$616K +$611K +2,844 New
RZH
2532
Relyea Zuckerberg Hanson
Connecticut
$615K -$59.5K -277 -8%
CTFG
2533
Capstone Triton Financial Group
Oklahoma
$614K – – –
UL
2534
Unionview LLC
Washington
$614K +$608K +2,831 New
KCM
2535
Kathmere Capital Management
Pennsylvania
$613K -$170K -793 -22%
BRG
2536
Bay Rivers Group
Virginia
$613K +$3K +14 +0.5%
SHWM
2537
Smith & Howard Wealth Management
Georgia
$612K -$27.5K -128 -4%
FCA
2538
FLC Capital Advisors
California
$611K -$61.6K -287 -9%
LSA
2539
Lion Street Advisors
Texas
$610K +$33.9K +158 +6%
KAM
2540
KEB Asset Management
Illinois
$610K +$604K +2,815 New
SPC
2541
Stewart & Patten Company
California
$609K – – –
MS
2542
Madden Securities
Texas
$609K +$278K +1,295 +86%
RWA
2543
RGT Wealth Advisors
Texas
$609K +$603K +2,808 New
ACA
2544
Anchor Capital Advisors
Massachusetts
$607K – – –
MSA
2545
Marino Stram & Associates
Massachusetts
$607K +$59.9K +279 +11%
PK
2546
Pflug Koory
Nebraska
$603K – – –
EFG
2547
Everhart Financial Group
Ohio
$603K +$91.9K +428 +18%
NPT
2548
Nixon Peabody Trust
Massachusetts
$603K +$385K +1,792 +181%
PC
2549
Permit Capital
Pennsylvania
$601K – – –
WCM
2550
Wedge Capital Management
North Carolina
$597K – – –
100 101
102
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