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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3151
Aberdeen Wealth Management
Illinois
$6.12M -$316K -749 -5%
OCA
3152
Otter Creek Advisors
Florida
$6.12M +$2.85M +6,750 +97%
TMWM
3153
Taylor & Morgan Wealth Management
Michigan
$6.12M -$77.3K -183 -1%
AIC
3154
Archer Investment Corporation
Indiana
$6.12M +$546K +1,293 +10%
PC
3155
Permanens Capital
New York
$6.11M +$621K +1,470 +12%
VC
3156
Veracity Capital
Georgia
$6.11M -$1.32M -3,129 -19%
CIA
3157
Compass Ion Advisors
Pennsylvania
$6.11M +$56.6K +134 +0.9%
KS
3158
Karpas Strategies
Connecticut
$6.1M -$138K -326 -2%
EBA
3159
Eagle Bay Advisors
New York
$6.1M -$230K -544 -4%
JCM
3160
Jacobsen Capital Management
Utah
$6.1M +$352K +834 +7%
VCM
3161
Viewpoint Capital Management
Washington
$6.09M +$81.9K +194 +1%
GWA
3162
GGM Wealth Advisors
Maryland
$6.09M -$383K -907 -6%
LF
3163
LifeSteps Financial
California
$6.09M -$65K -154 -1%
AGC
3164
Aspen Grove Capital
Colorado
$6.09M -$718K -1,701 -11%
PCA
3165
Prospect Capital Advisors
California
$6.08M +$38K +90 +0.7%
SMA
3166
Seven Mile Advisory
New Jersey
$6.08M -$291K -688 -5%
BDFN
3167
Bond & Devick Financial Network
Minnesota
$6.07M -$92.9K -220 -2%
AWM
3168
Ameliora Wealth Management
Switzerland
$6.07M -$339K -802 -6%
TC
3169
Trilogy Capital
California
$6.06M +$3.24M +7,664 +130%
ASBI
3170
American State Bank (Iowa)
Iowa
$6.06M -$83.6K -198 -1%
FW
3171
FullCircle Wealth
Texas
$6.06M +$5.97M +14,134 New
QFA
3172
Quantum Financial Advisors
California
$6.06M +$29.6K +70 +0.5%
PM
3173
Parametrica Management
Hong Kong
$6.06M +$1.17M +2,762 +26%
SMH
3174
Sanders Morris Harris
Texas
$6.06M – – –
GWP
3175
Gateway Wealth Partners
Wisconsin
$6.05M +$1.6M +3,782 +39%
125 126
127
128 129