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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1751
IPG Investment Advisors
California
$313K – – –
PI
1752
Pettee Investors
Connecticut
$312K – – –
PWM
1753
Paulson Wealth Management
Illinois
$310K +$9.73K +208 +3%
SLF
1754
Sun Life Financial
Ontario, Canada
$308K -$1.31M -27,994 -81%
SWRP
1755
Summit Wealth & Retirement Planning
California
$308K – – –
PFO
1756
Pathstone Family Office
New Jersey
$308K +$256K +5,481 +496%
SCM
1757
Sterneck Capital Management
Missouri
$305K – – –
MWA
1758
Meridian Wealth Advisors
Texas
$305K +$1.87K +40 +0.6%
ACP
1759
Aviance Capital Partners
Florida
$304K -$111K -2,372 -27%
KL
1760
KWMG LLC
Kansas
$304K -$374 -8 -0.1%
AAM
1761
American Asset Management
Florida
$301K +$9.35K +200 +3%
SCM
1762
Silvant Capital Management
Georgia
$300K – – –
BWA
1763
BlueSky Wealth Advisors
North Carolina
$299K – – –
BWA
1764
Burt Wealth Advisors
Maryland
$299K – – –
MIC
1765
Meridian Investment Counsel
California
$299K – – –
QPWM
1766
Quadrant Private Wealth Management
Pennsylvania
$298K -$7.3K -156 -2%
ACH
1767
ArrowMark Colorado Holdings
Colorado
$295K – – –
PPP
1768
Private Portfolio Partners
New Jersey
$293K -$47 -1 -0%
NCM
1769
Nelson Capital Management
California
$293K – – –
LB
1770
Legacy Bridge
Iowa
$292K – – –
SWA
1771
Stratos Wealth Advisors
Ohio
$292K +$4.72K +101 +2%
FNC
1772
First National Corp
Massachusetts
$292K +$20.5K +438 +8%
VLC
1773
Van Leeuwen & Company
New Jersey
$292K +$31.3K +670 +12%
GAG
1774
GM Advisory Group
New York
$291K -$9.78K -209 -3%
OC
1775
Oarsman Capital
Wisconsin
$291K -$8.19K -175 -3%
69 70
71
72 73