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Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
2501
Gabelli & Co Investment Advisers
New York
$248K -$50K -400 -17%
CM
2502
Castleark Management
Illinois
$248K – – –
NCM
2503
Next Capital Management
New York
$248K – – –
GCP
2504
GSA Capital Partners
United Kingdom
$248K +$249K +1,996 New
PAG
2505
Pinnacle Advisory Group
Maryland
$247K +$3K +24 +1%
SHWM
2506
Smith & Howard Wealth Management
Georgia
$246K -$11.5K -92 -4%
MCG
2507
MACRO Consulting Group
New Jersey
$245K +$14.6K +117 +6%
MWPCG
2508
Measured Wealth Private Client Group
New Hampshire
$244K -$59.5K -476 -20%
RSWM
2509
Robertson Stephens Wealth Management
California
$244K +$247K +1,973 New
AWM
2510
Alterna Wealth Management
Texas
$243K -$158K -1,264 -39%
EE
2511
EWG Elevate
California
$243K -$49.5K -396 -17%
BWM
2512
BT Wealth Management
Georgia
$243K -$3.75K -30 -2%
CCM
2513
Chickasaw Capital Management
Tennessee
$243K – – –
FFC
2514
First Financial Corp
Indiana
$240K -$17.7K -142 -7%
AWS
2515
Arkfeld Wealth Strategies
Nebraska
$240K -$13.4K -107 -5%
CC
2516
Copperleaf Capital
North Carolina
$240K +$1.63K +13 +0.7%
RIM
2517
Redwood Investment Management
Arizona
$239K -$75.5K -604 -24%
APW
2518
Acima Private Wealth
Virginia
$239K -$22.9K -183 -9%
UCI
2519
Uncommon Cents Investing
Wisconsin
$239K +$240K +1,923 New
NICM
2520
Neo Ivy Capital Management
New York
$236K -$545K -4,363 -70%
DPI
2521
Diversified Portfolios Inc
Michigan
$236K – – –
JI
2522
Jeereddi Investments
California
$236K – – –
LFASL
2523
Lugano Financial Advisors SA (LFA)
Switzerland
$236K – – –
NQWM
2524
Northwest Quadrant Wealth Management
Oregon
$236K – – –
RWG
2525
Regal Wealth Group
California
$235K +$3.88K +31 +2%
99 100
101
102 103