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Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
901
Rothschild Capital Partners
New York
$209K +$193K +770 New
CF
902
Centaurus Financial
California
$209K +$34.9K +139 +22%
TW
903
Traveka Wealth
California
$207K +$191K +760 New
LI
904
LRI Investments
Florida
$207K – – –
AA
905
Armis Advisers
Georgia
$206K – – –
SAMT
906
Select Asset Management & Trust
Pennsylvania
$206K +$190K +758 New
EWA
907
Emergent Wealth Advisors
New York
$206K +$190K +756 New
RC
908
Roundview Capital
New Jersey
$205K +$189K +755 New
QFW
909
QTR Family Wealth
Florida
$204K +$188K +750 New
TW
910
TritonPoint Wealth
Maryland
$203K +$187K +747 New
RZH
911
Relyea Zuckerberg Hanson
Connecticut
$202K +$187K +744 New
RIL
912
Rothschild Investment LLC
Illinois
$184K +$52.9K +211 +45%
TWD
913
True Wealth Design
Ohio
$182K -$27.1K -108 -14%
WANY
914
Wealthspire Advisors (New York)
New York
$174K -$43.4K -173 -21%
CT
915
Caldwell Trust
Florida
$172K +$159K +633 New
APW
916
Aventura Private Wealth
Florida
$171K +$5.27K +21 +3%
HWM
917
Hemington Wealth Management
Virginia
$171K +$4.51K +18 +3%
SS
918
SBI Securities
Japan
$170K -$78.5K -313 -33%
CA
919
Crewe Advisors
Utah
$160K +$146K +584 +9,733%
MA
920
Montag & Associates
Georgia
$160K +$2.51K +10 +2%
WIM
921
Westside Investment Management
California
$150K -$25.1K -100 -15%
GITFIT
922
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$150K -$62.7K -250 -31%
NFSG
923
Newbridge Financial Services Group
Florida
$147K -$644K -2,566 -83%
PFBT
924
Parkside Financial Bank & Trust
Missouri
$146K -$13K -52 -9%
MCM
925
MAI Capital Management
Ohio
$143K +$752 +3 +0.6%
35 36
37
38 39