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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
3351
Custom Index Systems
New York
$312K +$311K +2,045 New
CRI
3352
Colonial River Investments
Virginia
$311K -$7.31K -48 -2%
KWM
3353
KFG Wealth Management
Indiana
$311K +$4.72K +31 +2%
AWA
3354
Acorn Wealth Advisors
Michigan
$311K +$29.1K +191 +10%
DQRIM
3355
Dale Q Rice Investment Management
Washington
$311K -$2.13K -14 -0.7%
ACM
3356
Armbruster Capital Management
New York
$309K +$47.5K +312 +18%
RPCA
3357
Running Point Capital Advisors
California
$308K -$5.33K -35 -2%
TCOK
3358
Trust Company of Kansas
Kansas
$308K – – –
OCPWS
3359
One Charles Private Wealth Services
Massachusetts
$308K -$5.33K -35 -2%
SCG
3360
Sonata Capital Group
Washington
$308K – – –
SAS
3361
Spurstone Advisory Services
Connecticut
$308K – – –
SSA
3362
Schonfeld Strategic Advisors
New York
$308K -$10.5M -69,031 -97%
SGFG
3363
Silver Grove Financial Group
New York
$308K +$308K +2,019 New
WPW
3364
Watershed Private Wealth
Illinois
$307K – – –
UA
3365
URS Advisory
Florida
$307K +$307K +2,017 New
AWM
3366
Austin Wealth Management
Texas
$307K +$5.63K +37 +2%
CAL
3367
Capital Advisors Ltd
Ohio
$307K -$5.79K -38 -2%
CAAM
3368
Cornerstone Advisors Asset Management
Pennsylvania
$306K +$31.4K +206 +11%
GSWA
3369
Good Steward Wealth Advisors
Tennessee
$306K -$103K -678 -25%
KW
3370
KWB Wealth
California
$306K – – –
LKWM
3371
Lee-Kelleher Wealth Management
Maryland
$306K – – –
KBG
3372
Kahn Brothers Group
New York
$305K – – –
LA
3373
Lakeside Advisors
Washington
$305K +$152 +1 +0%
FFM
3374
Fullerton Fund Management
Singapore
$305K +$305K +2,001 New
SC
3375
Slow Capital
California
$305K – – –
133 134
135
136 137