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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1201
Allegheny Financial Group
Pennsylvania
$411K -$22.4K -370 -5%
CP
1202
Camelot Portfolios
Ohio
$410K -$52.4K -864 -10%
JMFC
1203
J.M. Forbes & Co
Massachusetts
$410K – – –
CAM
1204
Close Asset Management
United Kingdom
$409K -$426K -7,030 -48%
CCG
1205
Coastwise Capital Group
California
$406K +$466K +7,687 New
MFF
1206
Michels Family Financial
Texas
$406K -$80.9K -1,334 -15%
ACGA
1207
Atlanta Consulting Group Advisors
Georgia
$402K +$546 +9 +0.1%
MWM
1208
Meridian Wealth Management
Kentucky
$401K +$191K +3,144 +71%
EPW
1209
Evolve Private Wealth
California
$400K +$105K +1,724 +29%
TWP
1210
Tempus Wealth Planning
California
$400K -$6.85K -113 -1%
FWTB
1211
First Western Trust Bank
Colorado
$398K -$10.7K -177 -2%
PA
1212
Procyon Advisors
Connecticut
$397K +$63.5K +1,048 +16%
MBTD
1213
Mechanics Bank - Trust Department
California
$397K -$47.6K -785 -9%
BHWM
1214
Bar Harbor Wealth Management
New Hampshire
$396K -$95.3K -1,571 -17%
RWFS
1215
Rayburn West Financial Services
Tennessee
$391K -$38.8K -640 -8%
BONST
1216
Bank of Nova Scotia Trust
Ontario, Canada
$390K -$520K -8,584 -54%
EWA
1217
Encompass Wealth Advisors
Oregon
$390K -$25.5K -421 -5%
RIA
1218
Realta Investment Advisors
Delaware
$385K +$22.1K +364 +5%
SWASL
1219
Spartan Wealth Advisory Services LLC
Michigan
$385K +$442K +7,291 New
CM
1220
Capula Management
Cayman Islands
$385K -$38.5M -635,328 -99%
HIP
1221
Harrell Investment Partners
Texas
$384K +$4K +66 +0.9%
GS
1222
GTS Securities
Florida
$383K -$128K -2,114 -23%
AW
1223
Ankerstar Wealth
Texas
$382K +$156K +2,576 +56%
CMTU
1224
Capital Markets Trading (UK)
United Kingdom
$382K -$17.4K -287 -4%
GWMR
1225
GC Wealth Management RIA
Massachusetts
$382K +$44.9K +740 +11%
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