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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2501
Seeds Investor
New York
$470K -$48.1K -705 -9%
SMH
2502
Sanders Morris Harris
Texas
$470K +$469K +6,875 New
CCAL
2503
City Center Advisors LLC
Michigan
$470K -$3.27K -48 -0.7%
GPWM
2504
Grant Private Wealth Management
California
$470K +$20.2K +297 +5%
SIAG
2505
Safeguard Investment Advisory Group
California
$469K -$55.6K -815 -11%
OWM
2506
Opes Wealth Management
California
$468K +$5.11K +75 +1%
RWB
2507
RMR Wealth Builders
New Jersey
$468K +$41.2K +604 +10%
EPIMS
2508
Evelyn Partners Investment Management Services
$468K +$139K +2,035 +42%
AF
2509
Apollon Financial
South Carolina
$467K +$64.1K +941 +16%
VT
2510
Volterra Technologies
New York
$466K +$464K +6,812 New
CW
2511
Curio Wealth
Maryland
$465K – – –
SAM
2512
Secure Asset Management
Michigan
$464K -$56.1K -823 -11%
CAL
2513
Capital Advisors Ltd
Ohio
$464K +$2.93K +43 +0.6%
AAG
2514
Armstrong Advisory Group
Massachusetts
$463K -$12.1K -177 -3%
TPW
2515
Transatlantique Private Wealth
New York
$463K – – –
CA
2516
Cortland Associates
Missouri
$463K +$51.8K +760 +13%
MIP
2517
Marietta Investment Partners
Wisconsin
$463K +$236K +3,467 +105%
RWM
2518
RKL Wealth Management
Pennsylvania
$462K -$3.34K -49 -0.7%
BI
2519
Bolthouse Investments
California
$461K – – –
WLIM
2520
White Lighthouse Investment Management
Massachusetts
$461K +$6.82K +100 +2%
VAS
2521
Valicenti Advisory Services
New York
$461K +$4.7K +69 +1%
CMBA
2522
C.M. Bidwell & Associates
Hawaii
$461K -$23.8K -349 -5%
JSL
2523
JT Stratford LLC
Georgia
$459K -$15.7K -230 -3%
AFA
2524
American Financial Advisors
Georgia
$458K +$4.98K +73 +1%
MCCP
2525
Mission Creek Capital Partners
California
$458K -$1.36K -20 -0.2%
99 100
101
102 103