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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1551
Sound Income Strategies
Florida
$55K – – –
IBOK
1552
Independence Bank of Kentucky
Kentucky
$53K – – –
BRC
1553
Bell Rock Capital
Delaware
$53K +$353 +6 +0.7%
LIM
1554
Lagoda Investment Management
New York
$52K – – –
LJHT
1555
Laurie J. Hall Trustee
$51K +$11.8K +200 +34%
AWM
1556
Atticus Wealth Management
Florida
$51K +$45.8K +779 New
GG
1557
Gleason Group
Kentucky
$48K +$43.4K +738 New
IUHSA
1558
Itau Unibanco Holding S.A.
Brazil
$47K +$42.1K +716 New
CQS
1559
Credential Qtrade Securities
$46.8K +$13.6K +232 +48%
AP
1560
Americana Partners
Texas
$45K +$40.7K +693 New
CDIA
1561
Capital Directions Investment Advisors
Georgia
$44K – – –
MCM
1562
MV Capital Management
Maryland
$44K – – –
SLF
1563
Sun Life Financial
Ontario, Canada
$43K -$14.8K -252 -28%
EIP
1564
Ellis Investment Partners
Pennsylvania
$43K +$118 +2 +0.3%
CT
1565
Clearstead Trust
Maine
$42K – – –
PWMG
1566
Prestige Wealth Management Group
New Jersey
$41K – – –
TFO
1567
Tarbox Family Office
California
$41K +$235 +4 +0.6%
KWM
1568
Keebeck Wealth Management
Illinois
$41K +$37.6K +639 New
LFG
1569
Larson Financial Group
Missouri
$39K -$9.76K -166 -22%
AWM
1570
AllSquare Wealth Management
New York
$39K -$8.7K -148 -20%
PGAM
1571
Princeton Global Asset Management
New Jersey
$38K +$34.6K +589 New
QAM
1572
QCI Asset Management
New York
$36K -$58.9K -1,001 -64%
LF
1573
Lee Financial
Texas
$36K – – –
MF
1574
Manchester Financial
California
$36K +$32.8K +557 New
SC
1575
Solstein Capital
California
$35K +$31.6K +537 New
61 62
63
64 65