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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
2801
Point View Wealth Management
New Jersey
$298K – – –
GP
2802
Greenline Partners
New York
$297K +$4.66K +17 +2%
MFS
2803
Madrona Financial Services
Washington
$296K +$72.6K +265 +32%
QT
2804
Quantamental Technologies
New York
$295K -$610K -2,226 -67%
WIA
2805
World Investment Advisors
California
$295K -$7.13K -26 -2%
CPA
2806
Court Place Advisors
Maryland
$295K – – –
MCG
2807
MACRO Consulting Group
New Jersey
$295K +$1.92K +7 +0.7%
GCIA
2808
Gabelli & Co Investment Advisers
New York
$294K +$6.85K +25 +2%
AWM
2809
Aberdeen Wealth Management
Illinois
$293K +$294K +1,073 New
BAM
2810
Brave Asset Management
New Jersey
$293K +$294K +1,073 New
PIM
2811
Provident Investment Management
Michigan
$292K – – –
CFIA
2812
Cantor Fitzgerald Investment Advisors
New York
$292K +$41.1K +150 +16%
ODG
2813
O'Dell Group
Ohio
$292K +$293K +1,069 New
VC
2814
Veery Capital
Delaware
$292K +$293K +1,070 New
CG
2815
Corundum Group
Colorado
$291K +$6.03K +22 +2%
GD
2816
Grandfield & Dodd
New York
$290K -$8.22K -30 -3%
FAG
2817
Financial Advisory Group
Texas
$289K -$206K -750 -41%
IFS
2818
Ifrah Financial Services
Arkansas
$289K -$4.66K -17 -2%
PWS
2819
Private Wealth Strategies
Ohio
$287K +$122K +445 +74%
DFA
2820
DHJJ Financial Advisors
Illinois
$287K +$288K +1,049 New
IMA
2821
Investment Management Associates
Colorado
$287K +$288K +1,049 New
DJYG
2822
David J. Yvars Group
Florida
$287K +$288K +1,050 New
RWA
2823
RGT Wealth Advisors
Texas
$287K +$288K +1,051 New
MF
2824
Montis Financial
Massachusetts
$286K +$288K +1,051 New
HWA
2825
Hillcrest Wealth Advisors
New Jersey
$285K -$274K -1,000 -49%
111 112
113
114 115