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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1551
Diversified Enterprises
Delaware
$297K -$3.73K -50 -1%
TW
1552
TritonPoint Wealth
Maryland
$297K -$30.4K -408 -9%
SWTS
1553
Stonehaven Wealth & Tax Solutions
Wisconsin
$296K -$4.47K -60 -1%
ILI
1554
Invesco LLC (Illinois)
Illinois
$296K – – –
HI
1555
Harbour Investments
Wisconsin
$295K +$30K +402 +10%
JGC
1556
J. Goldman & Co
New York
$295K +$315K +4,226 New
VAM
1557
Virtue Asset Management
Illinois
$295K +$315K +4,224 New
CCM
1558
Chickasaw Capital Management
Tennessee
$294K -$20.9K -280 -6%
GSIAS
1559
Garden State Investment Advisory Services
New Jersey
$294K -$168K -2,257 -35%
AWM
1560
Arista Wealth Management
Nevada
$294K +$314K +4,210 New
EGM
1561
Engineers Gate Manager
New York
$292K +$312K +4,193 New
FPCP
1562
Fort Point Capital Partners
California
$292K +$41.7K +559 +15%
TDC
1563
Thompson Davis & Co
Virginia
$291K +$90.3K +1,212 +41%
PA
1564
Procyon Advisors
Connecticut
$290K -$18.9K -254 -6%
CSB
1565
City State Bank
Iowa
$288K – – –
MCM
1566
Mainstream Capital Management
California
$287K +$1.19K +16 +0.4%
SFI
1567
SPC Financial Inc
Maryland
$285K +$80.1K +1,075 +36%
OPTFSNA
1568
Old Point Trust & Financial Services N A
Virginia
$284K – – –
IBOK
1569
Independence Bank of Kentucky
Kentucky
$283K – – –
SAM
1570
Strategy Asset Managers
California
$283K +$48.6K +652 +19%
XWM
1571
Xcel Wealth Management
Florida
$283K – – –
WWM
1572
Wolff Wiese Magana
California
$282K +$237K +3,183 +369%
SMH
1573
Sanders Morris Harris
Texas
$281K +$300K +4,030 New
EA
1574
Enclave Advisors
Texas
$281K -$44.9K -602 -13%
BWM
1575
BigSur Wealth Management
Florida
$281K – – –
61 62
63
64 65