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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1826
Milestone Asset Management
Pennsylvania
$755K +$30.5K +283 +4%
KWS
1827
Keystone Wealth Services
California
$754K -$215 -2 -0%
CWM
1828
Collaborative Wealth Management
Florida
$752K -$6.03K -56 -0.7%
CAS
1829
CTC Alternative Strategies
Illinois
$752K +$815K +7,571 New
EWA
1830
Etesian Wealth Advisors
Oregon
$751K -$17.2K -160 -2%
TW
1831
TrinityPoint Wealth
Connecticut
$750K +$8.5K +79 +1%
CWM
1832
Connecticut Wealth Management
Connecticut
$748K -$105K -974 -11%
CSS
1833
Cubist Systematic Strategies
Connecticut
$747K -$6.98M -64,861 -90%
LSPW
1834
Lake Street Private Wealth
Illinois
$746K -$21K -195 -3%
RVPG
1835
Relative Value Partners Group
$746K +$196K +1,823 +32%
CBT
1836
CoreFirst Bank & Trust
Kansas
$745K -$19.4K -180 -2%
WPC
1837
White Pine Capital
Minnesota
$743K +$2.8K +26 +0.3%
KLCM
1838
KG&L Capital Management
Louisiana
$741K +$158K +1,469 +24%
SC
1839
Syon Capital
California
$741K -$92.7K -861 -10%
AL
1840
Arnhold LLC
New York
$741K – – –
CA
1841
Cornerstone Advisory
Maryland
$740K -$264K -2,451 -25%
BWM
1842
BigSur Wealth Management
Florida
$740K -$86.1K -800 -10%
EA
1843
Eclectic Associates
California
$738K -$21.4K -199 -3%
C
1844
CEDRUS
Colorado
$737K +$15.1K +140 +2%
AIM
1845
Alhambra Investment Management
Florida
$736K +$21.4K +199 +3%
SC
1846
Saybrook Capital
North Carolina
$735K – – –
OPW
1847
Oxler Private Wealth
New York
$734K -$12.7K -118 -2%
PWM
1848
Paulson Wealth Management
Illinois
$734K – – –
VC
1849
Vicus Capital
Pennsylvania
$732K -$13.3K -124 -2%
GCM
1850
Gables Capital Management
Florida
$731K -$34.4K -320 -4%
72 73
74
75 76