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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1001
Tanaka Capital Management
New York
$290K – – –
MFG
1002
Magnus Financial Group
New York
$290K +$325K +10,850 New
BW
1003
Biegel & Waller
Maryland
$289K -$7.48K -250 -2%
HFS
1004
Howard Financial Services
Texas
$289K +$323K +10,780 New
IWC
1005
Integrated Wealth Concepts
Massachusetts
$286K +$26.9K +900 +9%
UAS
1006
United Asset Strategies
New York
$283K +$316K +10,570 New
PA
1007
Parkside Advisors
California
$282K -$22.4K -750 -7%
BW
1008
Bison Wealth
Georgia
$282K -$11.7K -390 -4%
NAP
1009
New Amsterdam Partners
New York
$280K +$26.6K +890 +9%
HW
1010
Hamilton Wealth
California
$279K +$312K +10,430 New
AC
1011
Abbrea Capital
California
$276K -$139K -4,650 -31%
BFA
1012
Bragg Financial Advisors
North Carolina
$275K +$145K +4,850 +89%
HCM
1013
Hilton Capital Management
New York
$273K – – –
TCM
1014
Telos Capital Management
California
$272K -$253K -8,470 -45%
PFO
1015
Pathstone Family Office
New Jersey
$272K +$159K +5,320 +110%
AFNAS
1016
American Financial Network Advisory Services
California
$271K -$27.2K -910 -8%
BOS
1017
Bingham Osborn & Scarborough
California
$271K +$4.19K +140 +1%
EPA
1018
Element Pointe Advisors
Florida
$271K +$303K +10,120 New
FA
1019
FDx Advisors
Illinois
$270K -$670K -22,390 -69%
FDCC
1020
Foster Dykema Cabot & Co
Massachusetts
$270K – – –
EWA
1021
Exencial Wealth Advisors
Oklahoma
$268K -$5.39K -180 -2%
IAMOG
1022
Investors Asset Management of Georgia
Georgia
$268K – – –
WBG
1023
Wharton Business Group
Pennsylvania
$268K – – –
HAM
1024
Highstreet Asset Management
Ontario, Canada
$268K +$160K +5,360 +115%
CCM
1025
Community Capital Management
Florida
$268K +$299K +10,000 New
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