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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
4051
Shulman DeMeo Asset Management
New York
$2.52M +$123K +288 +5%
T
4052
TOBAM
France
$2.51M +$398K +931 +19%
AWC
4053
Adamsbrown Wealth Consultants
Kansas
$2.51M +$102K +239 +4%
AIC
4054
Anthracite Investment Company
Texas
$2.51M +$1.37M +3,200 +121%
GAA
4055
Global Assets Advisory
Florida
$2.51M +$99.2K +232 +4%
KIG
4056
Kennedy Investment Group
New Jersey
$2.51M -$14.1K -33 -0.6%
BBPWM
4057
Blue Bell Private Wealth Management
Pennsylvania
$2.5M +$75.7K +177 +3%
IFA
4058
Index Fund Advisors
California
$2.49M -$212K -496 -8%
TBWA
4059
Three Bridge Wealth Advisors
California
$2.49M +$170K +398 +7%
EWA
4060
ERTS Wealth Advisors
Michigan
$2.48M -$5.13K -12 -0.2%
FMP
4061
Financial Management Professionals
Texas
$2.48M +$9.4K +22 +0.4%
LFASL
4062
Lugano Financial Advisors SA (LFA)
Switzerland
$2.48M +$140K +327 +6%
AF
4063
AtlasMark Financial
Texas
$2.47M +$2.46M +5,751 New
SFS
4064
Security Financial Services
Indiana
$2.47M +$46.6K +109 +2%
OCPWS
4065
One Charles Private Wealth Services
Massachusetts
$2.47M -$1.28K -3 -0.1%
CTC
4066
Corundum Trust Company
South Dakota
$2.47M -$209K -488 -8%
IFS
4067
Intelligent Financial Strategies
Minnesota
$2.46M – – –
GFA
4068
Gallagher Fiduciary Advisors
Illinois
$2.46M -$274K -640 -10%
ECM
4069
Element Capital Management
New York
$2.45M -$18.2M -42,617 -88%
SI
4070
Stonekeep Investments
New Mexico
$2.45M +$127K +297 +5%
FCG
4071
Fielder Capital Group
Tennessee
$2.45M -$1.71K -4 -0.1%
MTC
4072
Matrix Trust Company
Colorado
$2.44M +$43.6K +102 +2%
CCA
4073
Cottonwood Capital Advisors
Utah
$2.44M -$94K -220 -4%
EMAM
4074
Encompass More Asset Management
California
$2.44M +$723K +1,692 +43%
CC
4075
Copperleaf Capital
North Carolina
$2.44M -$6.84K -16 -0.3%
161 162
163
164 165