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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2376
PBMares Wealth Management
Virginia
$743K -$17.4K -84 -2%
PCM
2377
Pointe Capital Management
Michigan
$743K +$6.41K +31 +0.8%
CC
2378
Corton Capital
Ontario, Canada
$743K +$780K +3,775 New
CIEP
2379
Constellation Investimentos e Participacoes
Brazil
$742K -$273K -1,319 -26%
IAS
2380
Investment Advisory Services
Texas
$742K +$72.1K +349 +10%
WW
2381
Waterfront Wealth
Kansas
$741K – – –
PCWA
2382
Pacific Capital Wealth Advisors
California
$738K -$6.82K -33 -0.9%
PGWM
2383
Pitti Group Wealth Management
New York
$737K -$4.96K -24 -0.6%
IIM
2384
Ironwood Investment Management
Massachusetts
$737K +$5.99K +29 +0.8%
HCM
2385
Hutchinson Capital Management
California
$735K +$289K +1,399 +60%
CA
2386
CoreCap Advisors
Michigan
$733K -$87.8K -425 -10%
CWM
2387
Connecticut Wealth Management
Connecticut
$733K +$58.7K +284 +8%
LB
2388
Leo Brokerage
Texas
$731K -$129K -625 -14%
GWA
2389
GGM Wealth Advisors
Maryland
$730K -$1.03K -5 -0.1%
TCOT
2390
Trust Company of Toledo
Ohio
$730K -$207 -1 -0%
FAG
2391
Fortitude Advisory Group
Washington
$729K -$166K -804 -18%
MJP
2392
Michael J. Puzo
$729K -$8.27K -40 -1%
BCM
2393
Brown Capital Management
Maryland
$728K – – –
FPF
2394
First Pacific Financial
Washington
$728K +$15.3K +74 +2%
PGWM
2395
Parisi Gray Wealth Management
New Jersey
$725K +$3.31K +16 +0.4%
SICM
2396
Sustainable Insight Capital Management
New York
$725K +$60.6K +293 +9%
KFS
2397
Kaizen Financial Strategies
California
$724K -$71.5K -346 -9%
HG
2398
Harbor Group
New Hampshire
$722K +$18K +87 +2%
3F
2399
360 Financial
Minnesota
$721K -$89.9K -435 -11%
SLT
2400
St Louis Trust
Missouri
$721K – – –
94 95
96
97 98