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Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1876
Capital Group Private Client Services
California
$201K -$8.55M -86,340 -98%
MW
1877
MBL Wealth
North Carolina
$201K +$200K +2,022 New
KWA
1878
Kellett Wealth Advisors
Ohio
$200K +$200K +2,019 New
GBT
1879
Grove Bank & Trust
Florida
$197K -$660K -6,662 -77%
AWM
1880
Ameliora Wealth Management
Switzerland
$195K +$124K +1,250 +176%
BDLIB
1881
Banque de Luxembourg Investments (BLI)
Luxembourg
$194K -$9.32M -94,165 -98%
SGFG
1882
Silver Grove Financial Group
New York
$190K +$152K +1,540 +411%
CT
1883
Coastline Trust
Rhode Island
$186K +$55.7K +563 +43%
DFA
1884
DHJJ Financial Advisors
Illinois
$184K – – –
GCS
1885
Gordian Capital (Singapore)
Singapore
$183K -$1.88K -19 -1%
TFA
1886
Transamerica Financial Advisors
Florida
$182K -$2.79M -28,196 -94%
OCM
1887
Orion Capital Management
California
$182K – – –
NMC
1888
Nine Masts Capital
Hong Kong
$181K +$181K +1,826 New
RBC
1889
Roble Belko & Company
Pennsylvania
$181K +$42.2K +426 +30%
TAP
1890
Tounjian Advisory Partners
Florida
$178K +$177K +1,790 New
IA
1891
IFG Advisory
Georgia
$172K +$171K +1,728 New
WA
1892
Westfuller Advisors
New York
$171K -$2.38K -24 -1%
CVM
1893
Cheviot Value Management
California
$171K +$123K +1,245 +262%
BWS
1894
Buck Wealth Strategies
Colorado
$168K +$167K +1,691 New
TFA
1895
Toth Financial Advisory
Virginia
$167K -$15.8K -160 -9%
UCB
1896
United Community Bank
South Carolina
$160K -$115K -1,160 -42%
C
1897
Covestor
United Kingdom
$147K +$35.1K +355 +31%
JSAM
1898
J. Safra Asset Management
New York
$147K -$16.3K -165 -10%
HIA
1899
Harbor Investment Advisory
Maryland
$143K +$90K +909 +170%
CA
1900
CoreCap Advisors
Michigan
$143K +$38.2K +386 +37%
74 75
76
77 78