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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1851
Berman Capital Advisors
Georgia
$595K +$117K +1,169 +25%
TF
1852
Tompkins Financial
New York
$594K +$584K +5,860 New
LA
1853
Latitude Advisors
Florida
$593K +$291K +2,922 +100%
PAMP
1854
Polar Asset Management Partners
Ontario, Canada
$590K +$5.68K +57 +1%
GFS
1855
GYL Financial Synergies
Connecticut
$589K -$12.7K -127 -2%
TCM
1856
Traynor Capital Management
Pennsylvania
$588K +$116K +1,161 +25%
BWCS
1857
Beirne Wealth Consulting Services
Connecticut
$585K – – –
SW
1858
SkyOak Wealth
Michigan
$582K -$798 -8 -0.1%
SAMT
1859
Select Asset Management & Trust
Pennsylvania
$581K – – –
CL
1860
COWA LLC
Oklahoma
$579K -$29K -291 -5%
RAM
1861
Roanoke Asset Management
New Jersey
$578K – – –
WCG
1862
Weaver Consulting Group
California
$578K +$4.89K +49 +0.9%
PA
1863
PSI Advisors
Florida
$574K +$43K +431 +8%
AP
1864
Appleton Partners
Massachusetts
$568K -$38.4K -385 -6%
ERWM
1865
Elk River Wealth Management
Colorado
$566K -$1.5K -15 -0.3%
GWM
1866
Gray Wealth Management
Maine
$565K +$48.2K +483 +9%
MFW
1867
Mosaic Family Wealth
Missouri
$563K -$2.29K -23 -0.4%
VLC
1868
Van Leeuwen & Company
New Jersey
$563K – – –
NFG
1869
Norris Financial Group
South Carolina
$563K -$70.7K -709 -11%
WDL
1870
Well Done LLC
Michigan
$562K +$4.99K +50 +0.9%
BWA
1871
Beam Wealth Advisors
Louisiana
$560K +$18.2K +182 +3%
BAS
1872
Brown Advisory Securities
Maryland
$558K -$122K -1,226 -18%
OFS
1873
Orrstown Financial Services
Pennsylvania
$557K -$63.3K -635 -10%
ACM
1874
Alta Capital Management
Utah
$556K -$443K -4,443 -45%
OPTFSNA
1875
Old Point Trust & Financial Services N A
Virginia
$555K – – –
73 74
75
76 77