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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2826
Kearns & Associates
California
$207K – – –
BFA
2827
Buttonwood Financial Advisors
Maryland
$207K +$196K +3,991 New
ZAM
2828
Zevin Asset Management
Massachusetts
$206K – – –
CWP
2829
Curated Wealth Partners
California
$205K – – –
HP
2830
HT Partners
Connecticut
$205K – – –
LW
2831
Libra Wealth
California
$205K – – –
SIC
2832
Samalin Investment Counsel
New York
$205K -$14K -284 -7%
SCA
2833
Scott Capital Advisors
Oregon
$205K +$195K +3,955 New
CC
2834
Constitution Capital
Connecticut
$204K – – –
GCP
2835
Gill Capital Partners
Colorado
$204K -$3.49K -71 -2%
GWM
2836
Gray Wealth Management
Maine
$204K +$194K +3,943 New
RIM
2837
Redwood Investment Management
Arizona
$204K -$1.63M -33,113 -89%
SA
2838
Syntax Advisors
New York
$204K -$12.3K -251 -6%
VCG
2839
Vantage Consulting Group
Virginia
$204K -$12.3K -251 -6%
WE
2840
Wealth Effects
Massachusetts
$204K -$590 -12 -0.3%
HI
2841
Hoey Investments
Pennsylvania
$203K -$72.1K -1,465 -27%
T
2842
TNF
Montana
$203K +$193K +3,926 New
IGWM
2843
ICA Group Wealth Management
Colorado
$203K +$24.7K +502 +15%
NFC
2844
Northeast Financial Consultants
Connecticut
$202K -$363K -7,375 -65%
SAF
2845
Smith Anglin Financial
Texas
$202K +$192K +3,896 New
DF
2846
Dunhill Financial
United Kingdom
$201K +$178K +3,614 New
CFO
2847
Custos Family Office
Texas
$200K +$1.18K +24 +0.6%
FFL
2848
Financial Freedom LLC
Ohio
$195K +$1.18K +24 +0.6%
SIC
2849
SJS Investment Consulting
Ohio
$194K -$7.87K -160 -4%
CP
2850
Castleview Partners
Texas
$193K -$55.8K -1,135 -23%
112 113
114
115 116