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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2851
One Charles Private Wealth Services
Massachusetts
$224K +$1.22K +8 +0.5%
FS
2852
Ferguson Shapiro
Georgia
$223K – – –
RMC
2853
Regis Management Company
California
$222K – – –
BA
2854
Bridge Advisory
California
$222K +$13.7K +90 +6%
TLCM
2855
Twin Lakes Capital Management
California
$221K -$209K -1,368 -47%
KNW
2856
Kesler Norman & Wride
Utah
$219K +$15.6K +102 +7%
SHWM
2857
Smith & Howard Wealth Management
Georgia
$219K +$233K +1,526 New
HCP
2858
Holt Capital Partners
Texas
$218K -$944K -6,190 -80%
SQA
2859
Simon Quick Advisors
New Jersey
$218K +$13.6K +89 +6%
SFG
2860
SNS Financial Group
Minnesota
$217K +$8.54K +56 +4%
CI
2861
Carroll Investors
South Carolina
$217K +$230K +1,506 New
TFA
2862
Trinity Financial Advisors
Ohio
$217K +$231K +1,513 New
SC
2863
Shay Capital
New York
$216K -$244K -1,600 -52%
FFIC
2864
First Fiduciary Investment Counsel
Ohio
$216K – – –
AMCA
2865
Arthur M. Cohen & Associates
Illinois
$215K +$228K +1,495 New
MWA
2866
Motive Wealth Advisors
Michigan
$215K +$228K +1,496 New
BIM
2867
Bullseye Investment Management
Ohio
$214K – – –
CCA
2868
Catalyst Capital Advisors
New York
$214K – – –
OL
2869
Optas LLC
Texas
$213K -$201K -1,318 -47%
NG
2870
Northstar Group
New York
$213K – – –
LNWTC
2871
Laird Norton Wetherby Trust Company
Washington
$212K -$434K -2,845 -66%
CWM
2872
Circle Wealth Management
New Jersey
$212K -$31.9K -209 -12%
HCM
2873
Hilton Capital Management
New York
$212K +$1.52K +10 +0.7%
AA
2874
ACT Advisors
North Carolina
$212K +$13K +85 +6%
KOC
2875
Koss-Olinger Consulting
Florida
$211K -$110K -724 -33%
113 114
115
116 117