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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1176
AIMZ Investment Advisors
California
$213K +$185K +2,625 New
MFS
1177
Miller Financial Services
Michigan
$213K +$185K +2,625 New
VA
1178
Valmark Advisers
Ohio
$213K +$184K +2,615 New
UWPG
1179
Ullmann Wealth Partners Group
Florida
$212K +$217K +3,075 New
BA
1180
Bridgewater Advisors
New York
$212K +$194K +2,748 New
S
1181
SharpePoint
Arizona
$212K +$184K +2,609 New
SFG
1182
Snider Financial Group
Washington
$210K +$182K +2,585 New
NAS
1183
Nicolet Advisory Services
Wisconsin
$210K +$178K +2,532 New
PI
1184
Pachira Investments
California
$209K +$181K +2,566 New
KFSC
1185
Keystone Financial Services (Colorado)
Colorado
$209K +$181K +2,565 New
FWA
1186
Fulcrum Wealth Advisors
Washington
$207K +$180K +2,550 New
AG
1187
AlTi Global
New York
$207K +$179K +2,540 New
GCP
1188
GSA Capital Partners
United Kingdom
$206K -$3.53M -50,023 -95%
FCM
1189
Fourpath Capital Management
Oklahoma
$206K -$93.4K -1,325 -34%
LA
1190
LBP AM
France
$204K +$177K +2,504 New
SIM
1191
Sims Investment Management
Ohio
$203K +$176K +2,500 New
KFA
1192
Kapstone Financial Advisors
Ohio
$203K +$176K +2,495 New
SCTC
1193
Sanibel Captiva Trust Company
Florida
$203K +$176K +2,492 New
AAB
1194
ABN AMRO Bank
Netherlands
$203K -$120K -1,699 -40%
SWM
1195
Silverlake Wealth Management
Vermont
$202K +$175K +2,482 New
ACM
1196
AlphaStar Capital Management
North Carolina
$201K +$174K +2,472 New
PA
1197
PharVision Advisers
Florida
$201K +$174K +2,471 New
BCG
1198
Breakwater Capital Group
New Jersey
$200K +$173K +2,461 New
SIM
1199
Sentry Investment Management
Wisconsin
$198K – – –
EW
1200
Elyxium Wealth
California
$196K +$170K +2,416 New
46 47
48
49 50