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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1626
Presidio Capital Management
California
$433K – – –
QT
1627
Quantbot Technologies
New York
$433K +$289K +1,545 +192%
CP
1628
Clarendon Private
Massachusetts
$433K +$439K +2,350 New
FAT
1629
First American Trust
California
$433K -$5.98M -32,000 -93%
CPIA
1630
Cornell Pochily Investment Advisors
New York
$430K +$45.8K +245 +12%
ANTB
1631
AMG National Trust Bank
Colorado
$428K -$14K -75 -3%
FHC
1632
First Heartland Consultants
Missouri
$427K -$128K -685 -23%
EFMH
1633
E Fund Management (HK)
Hong Kong
$427K +$191K +1,025 +79%
MAC
1634
Mason & Associates (California)
California
$427K +$433K +2,320 New
HR
1635
Howe & Rusling
New York
$426K -$3.74K -20 -0.9%
LOIM
1636
Liberty One Investment Management
Illinois
$425K +$79.4K +425 +22%
WPA
1637
Wealth Preservation Advisors
Tennessee
$423K -$18.7K -100 -4%
CP
1638
Castleview Partners
Texas
$421K -$111K -595 -21%
YWS
1639
Yarger Wealth Strategies
Ohio
$421K +$205K +1,100 +92%
TFA
1640
Teamwork Financial Advisors
Texas
$421K -$106K -570 -20%
TCWM
1641
Total Clarity Wealth Management
Illinois
$419K -$48.6K -260 -10%
LCM
1642
LCM Capital Management
Illinois
$417K +$934 +5 +0.2%
AWE
1643
Avidian Wealth Enterprises
Texas
$417K +$10.3K +55 +2%
BCM
1644
Bourgeon Capital Management
Connecticut
$416K – – –
FI
1645
Finivi Inc
Massachusetts
$416K +$10.3K +55 +2%
PW
1646
PUREfi Wealth
Massachusetts
$415K +$139K +745 +49%
WF
1647
Womack Financial
Texas
$414K – – –
CPRC
1648
Consolidated Portfolio Review Corp
New York
$413K -$360K -1,930 -46%
IIC
1649
Integrated Investment Consultants
Michigan
$413K – – –
KAM
1650
Knightsbridge Asset Management
California
$413K +$9.34K +50 +2%
64 65
66
67 68