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Name Holding Trade Value Shares
Change 		Change in
Stake
W
3176
WealthStone
Ohio
$650K +$181K +1,101 +36%
CS
3177
Capital Square
Tennessee
$644K -$9.54K -58 -1%
KWA
3178
KCS Wealth Advisory
California
$644K +$355K +2,159 +112%
FWSM
3179
First Wilshire Securities Management
California
$643K -$34.5K -210 -5%
SPI
3180
Santori & Peters Inc
Pennsylvania
$641K +$49.3K +300 +8%
EA
3181
Elm Advisors
California
$640K -$40.1K -244 -6%
APWM
3182
Atlas Private Wealth Management
New York
$640K +$25.3K +154 +4%
NVIM
3183
New Vernon Investment Management
Illinois
$637K – – –
IR
3184
Invictus RG
Bermuda
$637K +$665K +4,042 New
DA
3185
DSC Advisors
Illinois
$635K -$1.69M -10,289 -72%
MWM
3186
Maltin Wealth Management
New Jersey
$635K +$662K +4,026 New
WCM
3187
Windham Capital Management
Massachusetts
$631K – – –
FSG
3188
Financial Strategies Group
Michigan
$631K +$92.7K +564 +16%
CC
3189
Criteria Caixa
Spain
$631K +$658K +4,000 New
AWMG
3190
Alliance Wealth Management Group
New Jersey
$623K -$7.07K -43 -1%
BPGAM
3191
BTG Pactual Global Asset Management
Bermuda
$621K -$603K -3,665 -48%
CFO
3192
CVA Family Office
Colorado
$621K -$69.7K -424 -10%
UWPG
3193
Ullmann Wealth Partners Group
Florida
$619K +$263K +1,600 +69%
SFM
3194
Systematic Financial Management
New Jersey
$618K – – –
CBOR
3195
Community Bank of Raymore
Missouri
$616K -$18.9K -115 -3%
I2I
3196
Insight 2811 Inc
Illinois
$616K -$8.06K -49 -1%
BEI
3197
Benjamin Edwards Inc
Missouri
$616K +$610K +3,712 +1,904%
WAM
3198
Winslow Asset Management
Ohio
$615K – – –
RI
3199
Ridgewood Investments
New Jersey
$613K -$329 -2 -0.1%
RWRC
3200
R.W. Roge & Company
New York
$612K -$231K -1,404 -27%
126 127
128
129 130