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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4201
Seed Wealth Management
Illinois
$473K -$912K -1,226 -66%
GCGDR
4202
Geo Capital Gestora de Recursos
Brazil
$471K -$150K -201 -24%
AI
4203
AdvisorShares Investments
Maryland
$470K +$476K +640 New
BDL
4204
Banque de Luxembourg
Luxembourg
$469K -$126K -169 -21%
AWA
4205
AmeriServ Wealth Advisors
Pennsylvania
$469K – – –
MTC
4206
Matrix Trust Company
Colorado
$469K +$112K +151 +31%
AA
4207
ABC Arbitrage
France
$468K +$474K +637 New
BAWM
4208
Bennett Associates Wealth Management
Pennsylvania
$467K +$126K +169 +36%
WMA
4209
Wealth Management Associates
New Jersey
$467K +$34.2K +46 +8%
AAS
4210
AdviceOne Advisory Services
Connecticut
$466K +$44.7K +60 +10%
SWIM
4211
Smallwood Wealth Investment Management
New Jersey
$466K +$8.93K +12 +2%
FB
4212
First Bancorp
Maine
$466K -$9.68K -13 -2%
BI
4213
Ballast Inc
Kentucky
$466K – – –
ACGA
4214
Atlanta Consulting Group Advisors
Georgia
$464K +$125K +168 +36%
RI
4215
Rinkey Investments
California
$464K +$249K +334 +112%
CST
4216
Charles Schwab Trust
Nevada
$463K -$13.4K -18 -3%
2L
4217
25 LLC
Missouri
$462K +$17.1K +23 +4%
OPOWM
4218
One Plus One Wealth Management
Florida
$461K -$39.4K -53 -8%
HFS
4219
Heritage Financial Services
Massachusetts
$460K -$185K -248 -28%
MSCM
4220
McElhenny Sheffield Capital Management
Texas
$460K +$466K +626 New
RF
4221
Roxbury Financial
New Jersey
$459K +$6.7K +9 +1%
PPG
4222
Peak Planning Group
Colorado
$459K +$14.9K +20 +3%
OA
4223
Oxbow Advisors
Texas
$459K +$14.9K +20 +3%
FCIM
4224
Fairview Capital Investment Management
California
$459K -$3.72K -5 -0.8%
AGP
4225
Aspire Growth Partners
Florida
$459K +$8.93K +12 +2%
167 168
169
170 171