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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3726
Wealthstream Advisors
New York
$1.59M +$1.53M +4,724 New
BAM
3727
Bayshore Asset Management
Florida
$1.59M +$1.53M +4,716 New
OCPWS
3728
One Charles Private Wealth Services
Massachusetts
$1.58M -$65.8K -203 -4%
MPCG
3729
Matrix Private Capital Group
New York
$1.58M +$66.1K +204 +5%
MCM
3730
Mainstay Capital Management
Michigan
$1.58M +$1.53M +4,713 New
PA
3731
PSI Advisors
Florida
$1.58M +$108K +333 +8%
BU
3732
Brown University
Rhode Island
$1.57M – – –
SL
3733
Salomon & Ludwin
Virginia
$1.57M +$163K +504 +12%
APWM
3734
Atlas Private Wealth Management
New York
$1.56M -$40.5K -125 -3%
SEA
3735
Stegent Equity Advisors
Texas
$1.56M +$1.5M +4,638 New
HSG
3736
Helen Stephens Group
Texas
$1.56M +$1.5M +4,637 New
DCM
3737
Davidson Capital Management
Texas
$1.55M +$42.1K +130 +3%
RG
3738
Retirement Group
California
$1.55M +$279K +860 +23%
WJA
3739
Willis Johnson & Associates
Texas
$1.55M +$46K +142 +3%
TFA
3740
Trinity Financial Advisors
Ohio
$1.55M +$59.3K +183 +4%
KCA
3741
Karn Couzens & Associates
Connecticut
$1.54M +$25K +77 +2%
PSF
3742
Pacific Sun Financial
California
$1.54M +$28.9K +89 +2%
BA
3743
Bridge Advisory
California
$1.54M +$48.3K +149 +3%
DAM
3744
Draper Asset Management
New York
$1.54M +$211K +650 +17%
JGCM
3745
Joseph Group Capital Management
Ohio
$1.53M +$1.48M +4,564 New
SWM
3746
SFG Wealth Management
Maryland
$1.53M +$1.48M +4,562 New
KCM
3747
KRS Capital Management
Michigan
$1.53M +$1.48M +4,563 New
FC
3748
FCA Corp
Texas
$1.53M – – –
FA
3749
Fountainhead AM
New Jersey
$1.52M +$18.5K +57 +1%
JI
3750
Jeereddi Investments
California
$1.52M -$119K -368 -8%
148 149
150
151 152