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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1801
DGS Capital Management
New Jersey
$681K -$132K -3,131 -16%
AFW
1802
Avantra Family Wealth
Pennsylvania
$678K +$715K +16,949 New
HR
1803
Howe & Rusling
New York
$678K +$33.9K +804 +5%
PP
1804
PDS Planning
Ohio
$675K -$113K -2,680 -14%
RAM
1805
RWC Asset Management
United Kingdom
$674K +$18.5K +439 +3%
RA
1806
Ransom Advisory
Rhode Island
$673K -$114K -2,700 -14%
TDB
1807
Thompson David Blair
$673K +$710K +16,837 New
KLCM
1808
KG&L Capital Management
Louisiana
$673K -$8.82K -209 -1%
SPC
1809
Spirepoint Private Client
Florida
$672K +$249K +5,906 +54%
WWM
1810
Waterway Wealth Management
Texas
$670K +$82.1K +1,946 +13%
IWA
1811
Invera Wealth Advisors
Oregon
$667K +$15.6K +369 +2%
PP
1812
Patron Partners
Texas
$666K +$52.6K +1,247 +8%
FOA
1813
Five Oceans Advisors
California
$665K -$4.3K -102 -0.6%
EFSCE
1814
Enterprise Financial Services Corp (EFSC)
Missouri
$662K -$92.4K -2,190 -12%
LWM
1815
Laidlaw Wealth Management
New York
$662K +$28.4K +674 +4%
LCGC
1816
Legacy Capital Group California
California
$662K -$5.23K -124 -0.7%
OPW
1817
Osprey Private Wealth
New York
$662K – – –
KSWWM
1818
Keyes Stange & Wooten Wealth Management
Florida
$661K -$7.59K -180 -1%
BONH
1819
Bank of New Hampshire
New Hampshire
$660K -$308K -7,297 -31%
PWPS
1820
Pinnacle Wealth Planning Services
Ohio
$659K -$163K -3,856 -19%
JE
1821
JMAC Enterprises
Pennsylvania
$659K -$62.6K -1,484 -8%
PPWP
1822
Proquility Private Wealth Partners
Nevada
$658K -$697K -16,518 -50%
FFA
1823
First Foundation Advisors
California
$658K -$14.1K -334 -2%
SC
1824
Sapient Capital
Indiana
$658K -$23.8K -563 -3%
AFAS
1825
Acorn Financial Advisory Services
Virginia
$658K +$32.3K +766 +5%
71 72
73
74 75