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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2801
Advocate Group
Minnesota
$347K – – –
PPW
2802
Pasadena Private Wealth
California
$347K +$298K +1,208 New
GS
2803
Gagnon Securities
New York
$346K -$3.21K -13 -1%
RW
2804
RVW Wealth
California
$345K – – –
PWS
2805
Private Wealth Strategies
Ohio
$345K – – –
AC
2806
AXQ Capital
New Jersey
$344K -$1.16M -4,700 -80%
CL
2807
CSS LLC
Illinois
$344K -$74K -300 -20%
KFI
2808
Key Financial Inc
Pennsylvania
$344K +$57.2K +232 +24%
DA
2809
DSC Advisors
Illinois
$342K -$37.8K -153 -11%
TPW
2810
Tiller Private Wealth
Pennsylvania
$342K +$4.2K +17 +1%
KCM
2811
Kathmere Capital Management
Pennsylvania
$342K -$7.4K -30 -2%
PAM
2812
Peak Asset Management
Colorado
$341K – – –
LCM
2813
LCM Capital Management
Illinois
$341K -$237K -961 -45%
BDA
2814
Borer Denton & Associates
Pennsylvania
$341K +$42.4K +172 +17%
VFPW
2815
Vantage Financial Partners (Wisconsin)
Wisconsin
$341K +$247 +1 +0.1%
SC
2816
Searle & Co
Connecticut
$340K – – –
WTB
2817
Washington Trust Bank
Washington
$340K -$239K -970 -45%
WCM
2818
Windsor Capital Management
Arizona
$340K – – –
MHR
2819
Matthew Hamilton Rosenberg
$339K -$81.4K -330 -22%
CWG
2820
Crown Wealth Group
North Carolina
$339K +$23.2K +94 +9%
MAM
2821
Marquette Asset Management
Minnesota
$339K – – –
CCA
2822
Conservest Capital Advisors
Pennsylvania
$339K – – –
CAC
2823
Core Alternative Capital
Georgia
$339K +$63.9K +259 +28%
FMP
2824
Financial Management Professionals
Texas
$339K +$6.17K +25 +2%
SC
2825
Sonen Capital
California
$339K – – –
111 112
113
114 115