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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1951
Sanders Morris Harris
Texas
$480K -$150K -1,276 -24%
WQ
1952
Wealth Quarterback
New Jersey
$480K -$6.46K -55 -1%
MIM
1953
Moseley Investment Management
Florida
$480K -$174K -1,483 -27%
TFA
1954
Tranquilli Financial Advisor
New Jersey
$480K +$98.4K +838 +27%
APW
1955
Aurora Private Wealth
New Jersey
$478K -$27.8K -237 -6%
BB
1956
Berkshire Bank
Massachusetts
$478K -$1.31M -11,119 -74%
EWA
1957
Evolution Wealth Advisors
Florida
$477K +$68.3K +582 +17%
GWS
1958
Glassman Wealth Services
Virginia
$476K -$5.05K -43 -1%
PEA
1959
Park Edge Advisors
Ohio
$476K +$464K +3,955 New
NFP
1960
Narus Financial Partners
Utah
$475K +$46.5K +396 +11%
EHWM
1961
Eads & Heald Wealth Management
Georgia
$475K -$181K -1,538 -28%
BIC
1962
Beach Investment Counsel
Pennsylvania
$475K -$146K -1,240 -24%
EMG
1963
ETF Managers Group
New Jersey
$475K +$121K +1,029 +35%
SA
1964
Syntax Advisors
New York
$474K +$210K +1,789 +83%
VCG
1965
Vantage Consulting Group
Virginia
$474K +$210K +1,789 +83%
SBH
1966
Segall Bryant & Hamill
Illinois
$473K -$11.6K -99 -2%
CWP
1967
Concord Wealth Partners
Virginia
$473K -$262K -2,230 -36%
UCB
1968
United Community Bank
South Carolina
$471K +$5.87K +50 +1%
GWM
1969
GSB Wealth Management
Connecticut
$470K +$19K +162 +4%
CPA
1970
Capital Performance Advisors
California
$470K – – –
CIA
1971
Cladis Investment Advisory
Montana
$469K +$199K +1,695 +77%
AIM
1972
Acropolis Investment Management
Missouri
$467K -$368K -3,132 -45%
NDSI
1973
Newman Dignan & Sheerar Inc
Rhode Island
$467K -$14.3K -122 -3%
BONST
1974
Bank of Nova Scotia Trust
Ontario, Canada
$467K – – –
EL
1975
Essex LLC
Illinois
$467K -$14.9K -127 -3%
77 78
79
80 81