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Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
2251
Perkins Coie Trust Company
Washington
$514K – – –
HG
2252
Harbor Group
New Hampshire
$513K -$14.6K -258 -3%
HCM
2253
Hollencrest Capital Management
California
$512K +$9.31K +165 +2%
CA
2254
Cambridge Advisors
Nebraska
$512K +$17K +302 +4%
KF
2255
Krilogy Financial
Missouri
$512K +$24.2K +429 +5%
BDWCC
2256
B&D White Capital Company
Texas
$510K +$521K +9,235 New
SW
2257
SlateStone Wealth
Florida
$509K -$295K -5,225 -37%
ATFA
2258
All Terrain Financial Advisors
Minnesota
$508K -$56.4K -1,000 -10%
GSEP
2259
Golden State Equity Partners
California
$507K +$236K +4,182 +92%
CS
2260
Cannell & Spears
New York
$506K – – –
DPI
2261
Diversified Portfolios Inc
Michigan
$506K +$83.1K +1,472 +20%
CPA
2262
Capital Planning Advisors
California
$506K +$87.2K +1,545 +22%
SFP
2263
Shepherd Financial Partners
Massachusetts
$503K +$11.8K +209 +2%
KCA
2264
Karn Couzens & Associates
Connecticut
$498K -$18.1K -321 -4%
MFW
2265
Meristem Family Wealth
Minnesota
$497K -$2.26K -40 -0.5%
CF
2266
Copperwynd Financial
Arizona
$497K -$2.09K -37 -0.4%
MWPCG
2267
Measured Wealth Private Client Group
New Hampshire
$496K -$74K -1,312 -13%
DE
2268
Day & Ennis
Georgia
$493K +$56 +1 +0%
LC
2269
Lindbrook Capital
California
$493K +$16.8K +298 +4%
CCM
2270
Condor Capital Management
New Jersey
$491K +$1.07K +19 +0.2%
SRC
2271
Sage Rhino Capital
California
$491K +$22.4K +397 +5%
SFG
2272
Sunburst Financial Group
Alabama
$490K -$9.82K -174 -2%
KP
2273
Keel Point
Alabama
$490K +$17.4K +308 +4%
TWM
2274
TMD Wealth Management
Arizona
$489K +$67.7K +1,200 +17%
WAM
2275
Wolverine Asset Management
Illinois
$489K +$475K +8,416 New
89 90
91
92 93