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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1301
Level Four Advisory Services
Texas
$346K -$1.68K -20 -0.5%
AI
1302
Accredited Investors
Minnesota
$346K – – –
UBV
1303
United Bank (Virginia)
Virginia
$344K -$8.42K -100 -2%
PCG
1304
Private Capital Group
Connecticut
$342K -$48.6K -578 -12%
BCWM
1305
Blue Chip Wealth Management
Florida
$341K +$505 +6 +0.1%
CWS
1306
Cypress Wealth Services
California
$340K +$3.2K +38 +0.9%
PWW
1307
Pettyjohn Wood & White
Virginia
$340K +$4.8K +57 +1%
GSIS
1308
Global Strategic Investment Solutions
Arizona
$339K – – –
MBT
1309
Montecito Bank & Trust
California
$338K -$126K -1,500 -27%
RIA
1310
Realta Investment Advisors
Delaware
$338K +$50.2K +597 +17%
GHAM
1311
Gilman Hill Asset Management
Connecticut
$336K – – –
LOAMS
1312
Lombard Odier Asset Management (Switzerland)
Switzerland
$336K – – –
ECM
1313
ExodusPoint Capital Management
New York
$335K +$336K +3,995 New
RTS
1314
Round Table Services
New Jersey
$333K +$21.9K +260 +7%
W
1315
Wealthquest
Ohio
$331K +$24.2K +288 +8%
WANY
1316
Wealthspire Advisors (New York)
New York
$331K +$332K +3,946 New
GIA
1317
GHP Investment Advisors
Colorado
$329K -$65.3K -776 -17%
GKIM
1318
GW&K Investment Management
Massachusetts
$329K +$26.9K +320 +9%
LWM
1319
Liberty Wealth Management
California
$328K +$168 +2 +0.1%
ZCM
1320
Zebra Capital Management
Connecticut
$327K -$63.7K -757 -16%
SIA
1321
Starfire Investment Advisers
Michigan
$325K – – –
WKWM
1322
Walter & Keenan Wealth Management
Indiana
$325K – – –
CIC
1323
Chilton Investment Company
Connecticut
$323K +$41.7K +495 +15%
VIA
1324
Vident Investment Advisory
Georgia
$317K -$214K -2,541 -40%
SCI
1325
Stableford Capital II
Arizona
$315K -$12.5K -149 -4%
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