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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1701
Shulman DeMeo Asset Management
New York
$239K – – –
DAM
1702
Deltec Asset Management
New York
$239K – – –
AWA
1703
Acorn Wealth Advisors
Michigan
$238K -$2.51K -16 -1%
GIA
1704
GHP Investment Advisors
Colorado
$238K – – –
CPRC
1705
Consolidated Portfolio Review Corp
New York
$238K +$211K +1,344 New
SFG
1706
SNS Financial Group
Minnesota
$238K +$211K +1,344 New
CPC
1707
Congress Park Capital
New York
$238K +$211K +1,343 New
MWA
1708
Medallion Wealth Advisors
Connecticut
$238K +$215K +1,369 New
MCC
1709
Maiden Cove Capital
Maine
$238K +$211K +1,343 New
GM
1710
GeoWealth Management
Illinois
$237K -$21.8K -139 -9%
PWM
1711
Palacios Wealth Management
Florida
$237K +$221K +1,408 New
MPM
1712
Meritage Portfolio Management
Kansas
$236K -$1.48M -9,418 -88%
SF
1713
Symphony Financial
Texas
$236K +$211K +1,343 New
SL
1714
Sentry LLC
Tennessee
$236K – – –
6F
1715
626 Financial
Michigan
$235K -$95.1K -606 -31%
PGAM
1716
Princeton Global Asset Management
New Jersey
$235K +$107K +683 +106%
SDH
1717
Sloy Dahl & Holst
Washington
$234K – – –
AL
1718
Aspiriant LLC
California
$234K -$12.9K -82 -6%
DRP
1719
Decker Retirement Planning
Utah
$234K +$207K +1,321 New
HKAM
1720
Horizon Kinetics Asset Management
New York
$234K -$67.2K -428 -24%
SC
1721
Schulhoff & Co
Ohio
$234K – – –
AA
1722
Ancora Advisors
Ohio
$233K -$475K -3,027 -70%
CAM
1723
CenterStar Asset Management
Illinois
$231K -$134K -854 -40%
SAM
1724
Shell Asset Management
Netherlands
$231K -$557K -3,547 -73%
FWTB
1725
First Western Trust Bank
Colorado
$230K -$65.6K -418 -24%
67 68
69
70 71