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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2501
CX Institutional
Indiana
$249K +$81K +648 +48%
DC
2502
Defender Capital
North Carolina
$248K -$314K -2,511 -56%
GCIA
2503
Gabelli & Co Investment Advisers
New York
$248K -$50K -400 -17%
CM
2504
Castleark Management
Illinois
$248K – – –
NCM
2505
Next Capital Management
New York
$248K – – –
GCP
2506
GSA Capital Partners
United Kingdom
$248K +$249K +1,996 New
PAG
2507
Pinnacle Advisory Group
Maryland
$247K +$3K +24 +1%
SHWM
2508
Smith & Howard Wealth Management
Georgia
$246K -$11.5K -92 -4%
MCG
2509
MACRO Consulting Group
New Jersey
$245K +$14.6K +117 +6%
MWPCG
2510
Measured Wealth Private Client Group
New Hampshire
$244K -$59.5K -476 -20%
RSWM
2511
Robertson Stephens Wealth Management
California
$244K +$247K +1,973 New
AWM
2512
Alterna Wealth Management
Texas
$243K -$158K -1,264 -39%
EE
2513
EWG Elevate
California
$243K -$49.5K -396 -17%
BWM
2514
BT Wealth Management
Georgia
$243K -$3.75K -30 -2%
CCM
2515
Chickasaw Capital Management
Tennessee
$243K – – –
FFC
2516
First Financial Corp
Indiana
$240K -$17.7K -142 -7%
AWS
2517
Arkfeld Wealth Strategies
Nebraska
$240K -$13.4K -107 -5%
CC
2518
Copperleaf Capital
North Carolina
$240K +$1.63K +13 +0.7%
RIM
2519
Redwood Investment Management
Arizona
$239K -$75.5K -604 -24%
APW
2520
Acima Private Wealth
Virginia
$239K -$22.9K -183 -9%
UCI
2521
Uncommon Cents Investing
Wisconsin
$239K +$240K +1,923 New
NICM
2522
Neo Ivy Capital Management
New York
$236K -$545K -4,363 -70%
DPI
2523
Diversified Portfolios Inc
Michigan
$236K – – –
JI
2524
Jeereddi Investments
California
$236K – – –
LFASL
2525
Lugano Financial Advisors SA (LFA)
Switzerland
$236K – – –
99 100
101
102 103