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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3026
Level Financial Advisors
New York
$299K +$274K +721 New
AWMG
3027
Alliance Wealth Management Group
New Jersey
$298K – – –
DU
3028
Delphia (USA)
Ontario, Canada
$298K +$273K +717 New
IIA
3029
Integral Investment Advisors
California
$298K +$274K +719 New
KWA
3030
Kellett Wealth Advisors
Ohio
$296K +$271K +712 New
MSCM
3031
McElhenny Sheffield Capital Management
Texas
$295K -$36.2K -95 -12%
AF
3032
Apexium Financial
Texas
$295K – – –
BCM
3033
Bourgeon Capital Management
Connecticut
$295K – – –
DI
3034
Disciplined Investments
Oklahoma
$294K +$7.23K +19 +3%
ATFA
3035
All Terrain Financial Advisors
Minnesota
$293K -$2.02M -5,306 -88%
EIA
3036
Eldridge Investment Advisors
New Hampshire
$293K – – –
AWS
3037
AJ Wealth Strategies
New York
$292K -$12.9K -34 -5%
TLCM
3038
Twin Lakes Capital Management
California
$292K – – –
CG
3039
Clarus Group
Texas
$291K -$3.43K -9 -1%
BWCS
3040
Beirne Wealth Consulting Services
Connecticut
$291K – – –
DJYG
3041
David J. Yvars Group
Florida
$290K – – –
AC
3042
Addison Capital
Pennsylvania
$287K -$29.3K -77 -10%
MAG
3043
Mayfair Advisory Group
Alabama
$287K -$11K -29 -4%
AIIMS
3044
Analyst IMS Investment Management Services
Israel
$287K – – –
PPW
3045
Pasadena Private Wealth
California
$287K – – –
SA
3046
Sicart Associates
New York
$287K +$266K +700 New
HIS
3047
Harvest Investment Services
Illinois
$286K -$36.5K -96 -12%
PP
3048
Pacifica Partners
Canada
$286K -$761 -2 -0.3%
GCAC
3049
Guardian Capital Advisors (Canada)
Ontario, Canada
$286K – – –
SAM
3050
Shikiar Asset Management
New York
$286K – – –
120 121
122
123 124