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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1451
Shulman DeMeo Asset Management
New York
$863K -$11.3K -114 -0.9%
KJWM
1452
Kiley Juergens Wealth Management
Washington
$863K +$31.5K +319 +3%
WA
1453
Wealth Alliance
New York
$862K -$388K -3,927 -25%
DBIA
1454
Dumont & Blake Investment Advisors
New Jersey
$862K -$22.7K -230 -2%
CLOS
1455
Compagnie Lombard Odier SCmA
Switzerland
$859K +$118K +1,193 +11%
MAA
1456
Mraz Amerine & Associates
California
$854K -$13.1K -133 -1%
LOAMS
1457
Lombard Odier Asset Management (Switzerland)
Switzerland
$851K -$212K -2,145 -15%
TA
1458
Tiedemann Advisors
New York
$848K -$191K -1,929 -14%
REMPR
1459
Roof Eidam Maycock Peralta (REMP)
California
$846K +$49.4K +500 +4%
MPIA
1460
Mountain Pacific Investment Advisers
Idaho
$844K -$29.6K -300 -3%
PAS
1461
Partnervest Advisory Services
California
$843K +$357K +3,615 +45%
BC
1462
Blackhill Capital
New Jersey
$837K – – –
FSCM
1463
Front Street Capital Management
Montana
$836K +$1.88K +19 +0.2%
ACI
1464
Alpha Cubed Investments
California
$835K -$5.28M -53,450 -82%
FIM
1465
Freedom Investment Management
Connecticut
$831K +$115K +1,167 +18%
CHAM
1466
Clear Harbor Asset Management
Connecticut
$828K -$104K -1,050 -8%
UA
1467
Unison Advisors
District of Columbia
$827K +$10.9K +110 +1%
PWA
1468
Providence Wealth Advisors
Illinois
$827K +$19.4K +196 +2%
SAM
1469
SignalPoint Asset Management
Missouri
$827K +$33.6K +340 +3%
AAP
1470
Aristotle Atlantic Partners
Florida
$827K +$91.6K +927 +9%
CG
1471
Cynosure Group
Utah
$825K +$810K +8,195 +257%
EWP
1472
Engrave Wealth Partners
Texas
$823K +$201K +2,037 +22%
CCM
1473
Carderock Capital Management
Maryland
$819K -$1.49M -15,059 -57%
EH
1474
Equitable Holdings
New York
$818K -$478K -4,835 -30%
BFO
1475
Biltmore Family Office
North Carolina
$816K +$45K +455 +4%
57 58
59
60 61