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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1526
Sanders Morris Harris
Texas
$248K +$211K +1,370 New
CAM
1527
CenterStar Asset Management
Illinois
$247K – – –
SFO
1528
Stokes Family Office
Louisiana
$247K +$208K +1,350 New
BSA
1529
Bull Street Advisors
Georgia
$246K +$206K +1,341 New
IA
1530
Independence Advisors
Pennsylvania
$245K -$10.3K -67 -5%
LWM
1531
Lenox Wealth Management
Ohio
$245K -$9.84K -64 -5%
ST
1532
Spinnaker Trust
Maine
$245K +$206K +1,337 New
JSL
1533
JT Stratford LLC
Georgia
$243K +$204K +1,327 New
WQ
1534
Wealth Quarterback
New Jersey
$242K +$6.46K +42 +3%
RPWA
1535
Regent Peak Wealth Advisors
Georgia
$242K +$203K +1,320 New
FA
1536
Faithward Advisors
Pennsylvania
$242K +$203K +1,322 New
VAS
1537
Vestmark Advisory Solutions
Massachusetts
$242K +$203K +1,322 New
BCA
1538
Bay Colony Advisors
Massachusetts
$241K -$13.8K -90 -6%
ACM
1539
AlphaStar Capital Management
North Carolina
$241K +$197K +1,282 New
MCP
1540
Mirador Capital Partners
California
$241K +$202K +1,313 New
HIP
1541
Harrell Investment Partners
Texas
$241K +$202K +1,314 New
PSF
1542
Pacific Sun Financial
California
$240K +$201K +1,308 New
FAN
1543
Financial Advisors Network
California
$240K +$202K +1,311 New
CBT
1544
Central Bank & Trust
Kentucky
$238K -$246K -1,603 -55%
BRM
1545
Boston Research & Management
Massachusetts
$238K -$41.7K -271 -17%
TS
1546
Tamar Securities
California
$238K +$199K +1,297 New
CIM
1547
CIM Investment Management
Pennsylvania
$237K -$197K -1,282 -50%
LWM
1548
Liberty Wealth Management
California
$237K +$36.6K +238 +23%
AIA
1549
Allied Investment Advisors
Montana
$237K +$199K +1,295 New
LCM
1550
LVM Capital Management
Michigan
$236K -$162K -1,053 -45%
60 61
62
63 64