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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3126
Meridiem Investment Management
United Kingdom
$153K – – –
IFS
3127
Intelligent Financial Strategies
Minnesota
$152K +$142 +2 +0.1%
PAMS
3128
Pinpoint Asset Management (Singapore)
$151K +$152K +2,129 New
NC
3129
NewSquare Capital
Pennsylvania
$149K +$63.6K +893 +74%
APW
3130
Aventura Private Wealth
Florida
$146K +$4.13K +58 +3%
BHWM
3131
Beaird Harris Wealth Management
Texas
$145K +$21.6K +303 +17%
FAI
3132
Fiduciary Advisors Inc
Missouri
$145K +$997 +14 +0.7%
BC
3133
Belmont Capital
California
$143K – – –
LWA
3134
Lowe Wealth Advisors
Maryland
$142K – – –
WA
3135
WPG Advisers
Maryland
$142K -$21.9K -308 -13%
DMKJ
3136
David M. Knott Jr
$142K – – –
CCG
3137
Catalina Capital Group
California
$134K -$736K -10,339 -41%
OLVIG
3138
Oliver Lagore Vanvalin Investment Group
Michigan
$133K +$132K +1,853 New
CFS
3139
CGC Financial Services
Oregon
$131K – – –
QWM
3140
Quaker Wealth Management
New Jersey
$130K +$131K +1,842 New
FPF
3141
First Pacific Financial
Washington
$130K +$7.12K +100 +6%
HIMS
3142
Hager Investment Management Services
New Hampshire
$129K – – –
FP
3143
Financial Perspectives
Minnesota
$128K +$214 +3 +0.2%
LIA
3144
Luken Investment Analytics
Tennessee
$127K – – –
MEG
3145
Millstone Evans Group
Colorado
$126K +$9.69K +136 +8%
ATC
3146
Advantage Trust Company
Kansas
$123K +$14.2K +200 +13%
OBWP
3147
O'Brien Wealth Partners
Massachusetts
$123K +$855 +12 +0.7%
MDA
3148
Minot DeBlois Advisors
Massachusetts
$122K -$5.34K -75 -4%
GJIA
3149
Glass Jacobson Investment Advisors
Maryland
$122K -$246K -3,451 -67%
BOJHT
3150
Bank of Jackson Hole Trust
Wyoming
$118K +$23.5K +330 +25%
124 125
126
127 128