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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
3651
Select Asset Management & Trust
Pennsylvania
$1.69M -$60.2K -200 -4%
CPM
3652
Connective Portfolio Management
New York
$1.69M -$2.11M -7,000 -56%
BCM
3653
Barden Capital Management
Texas
$1.68M -$415K -1,378 -20%
LWM
3654
Lionsbridge Wealth Management
Florida
$1.68M -$71.9K -239 -4%
ARI
3655
Applied Research Investments
Delaware
$1.68M -$5.62M -18,665 -77%
4WM
3656
4J Wealth Management
Virginia
$1.68M +$1.5K +5 +0.1%
VAFP
3657
Vahanian & Associates Financial Planning
New York
$1.67M -$2.09M -6,940 -56%
GCIA
3658
Gabelli & Co Investment Advisers
New York
$1.67M – – –
EWP
3659
Engrave Wealth Partners
Texas
$1.67M +$4.21K +14 +0.3%
OA
3660
Operose Advisors
Wisconsin
$1.67M +$122K +405 +8%
BHWA
3661
Beacon Harbor Wealth Advisors
Virginia
$1.67M -$3.93M -13,057 -71%
PCWA
3662
Pacific Capital Wealth Advisors
California
$1.67M +$83.6K +278 +5%
SL
3663
Salomon & Ludwin
Virginia
$1.66M +$220K +731 +16%
KM
3664
Kalos Management
Georgia
$1.66M -$1.18M -3,934 -42%
FA
3665
Fermata Advisors
California
$1.66M -$228K -758 -12%
LFASL
3666
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M -$398K -1,323 -20%
NEWAS
3667
N.E.W. Advisory Services
Wisconsin
$1.66M -$85.1K -283 -4%
EFEM
3668
Eos Focused Equity Management
New York
$1.65M -$1.01M -3,349 -38%
CFAM
3669
Center For Asset Management
Florida
$1.65M -$328K -1,090 -17%
AC
3670
Apogem Capital
New York
$1.65M +$266K +884 +20%
BI
3671
Berkeley Inc
Idaho
$1.65M +$301 +1 +0%
LAM
3672
LifePro Asset Management
California
$1.64M -$168K -559 -10%
S
3673
Schroders
United Kingdom
$1.64M +$1.6M +5,312 New
ODG
3674
O'Dell Group
Ohio
$1.63M -$3.61K -12 -0.2%
CFN
3675
Cordasco Financial Network
Florida
$1.63M -$100K -334 -6%
145 146
147
148 149