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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
3351
Advanced Asset Management Advisors
Ohio
$207K -$38.2K -115 -16%
SC
3352
Soundwatch Capital
Connecticut
$207K -$4.32K -13 -2%
GWM
3353
Gray Wealth Management
Maine
$206K +$3.32K +10 +2%
GIM
3354
Guild Investment Management
California
$205K -$1.52M -4,592 -88%
CA
3355
CapWealth Advisors
Tennessee
$205K -$9.96K -30 -5%
CCMINC
3356
Cardinal Capital Management Inc (North Carolina)
North Carolina
$205K – – –
SWM
3357
Sanctuary Wealth Management
Idaho
$205K +$202K +609 New
PCWA
3358
Pacific Capital Wealth Advisors
California
$204K +$202K +607 New
CWM
3359
Concentric Wealth Management
California
$203K -$16.6K -50 -8%
VPI
3360
Value Partners Investments
Manitoba, Canada
$203K +$2.99K +9 +2%
CIM
3361
Chapman Investment Management
California
$202K +$199K +600 New
LOAMU
3362
Lombard Odier Asset Management (USA)
New York
$201K -$578K -1,742 -74%
HWM
3363
Holloway Wealth Management
Florida
$201K – – –
RBC
3364
Roble Belko & Company
Pennsylvania
$201K – – –
RG
3365
Retirement Group
California
$201K +$1.33K +4 +0.7%
BHWM
3366
Beaird Harris Wealth Management
Texas
$200K +$198K +596 New
VFIC
3367
Valley Forge Investment Consultants
Pennsylvania
$199K – – –
SIC
3368
SJS Investment Consulting
Ohio
$199K +$196K +591 New
PPWM
3369
PFG Private Wealth Management
Florida
$196K +$9.63K +29 +5%
TFA
3370
Toth Financial Advisory
Virginia
$194K -$9.96K -30 -5%
RCA
3371
Riverview Capital Advisers
Massachusetts
$192K +$190K +572 New
NOI
3372
Newton One Investments
Delaware
$183K – – –
GLLW
3373
Graves Light Lenhart Wealth
Virginia
$182K +$57.8K +174 +47%
EWM
3374
Elmwood Wealth Management
California
$179K +$177K +533 New
RCM
3375
Raleigh Capital Management
North Carolina
$178K +$175K +528 New
133 134
135
136 137