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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3351
Armbruster Capital Management
New York
$309K +$47.5K +312 +18%
RPCA
3352
Running Point Capital Advisors
California
$308K -$5.33K -35 -2%
TCOK
3353
Trust Company of Kansas
Kansas
$308K – – –
OCPWS
3354
One Charles Private Wealth Services
Massachusetts
$308K -$5.33K -35 -2%
SCG
3355
Sonata Capital Group
Washington
$308K – – –
SAS
3356
Spurstone Advisory Services
Connecticut
$308K – – –
SSA
3357
Schonfeld Strategic Advisors
New York
$308K -$10.5M -69,031 -97%
SGFG
3358
Silver Grove Financial Group
New York
$308K +$308K +2,019 New
WPW
3359
Watershed Private Wealth
Illinois
$307K – – –
UA
3360
URS Advisory
Florida
$307K +$307K +2,017 New
AWM
3361
Austin Wealth Management
Texas
$307K +$5.63K +37 +2%
CAL
3362
Capital Advisors Ltd
Ohio
$307K -$5.79K -38 -2%
CAAM
3363
Cornerstone Advisors Asset Management
Pennsylvania
$306K +$31.4K +206 +11%
GSWA
3364
Good Steward Wealth Advisors
Tennessee
$306K -$103K -678 -25%
KW
3365
KWB Wealth
California
$306K – – –
LKWM
3366
Lee-Kelleher Wealth Management
Maryland
$306K – – –
KBG
3367
Kahn Brothers Group
New York
$305K – – –
LA
3368
Lakeside Advisors
Washington
$305K +$152 +1 +0%
FFM
3369
Fullerton Fund Management
Singapore
$305K +$305K +2,001 New
SC
3370
Slow Capital
California
$305K – – –
ACM
3371
Appalachian Capital Management
Ohio
$305K +$305K +2,000 New
PCM
3372
Pavaki Capital Management
Colorado
$305K +$305K +2,000 New
PCS
3373
Private Client Services
Kentucky
$305K -$83.6K -549 -22%
SCA
3374
Southern Capital Advisors
Tennessee
$304K +$14.8K +97 +5%
SPL
3375
Smart Portfolios LLC
Washington
$303K +$152 +1 +0.1%
133 134
135
136 137