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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2851
Integrated Investment Consultants
Michigan
$655K -$222K -4,960 -25%
HAIM
2852
Hunter Associates Investment Management
Pennsylvania
$655K -$8.96K -200 -1%
EI
2853
Ellevest Inc
New York
$652K +$63.6K +1,420 +10%
RA
2854
Rodgers & Associates
Pennsylvania
$651K -$101K -2,250 -13%
BC
2855
Brio Consultants
California
$651K +$29.1K +650 +5%
FAG
2856
Financial Advisory Group
Texas
$649K +$134K +3,000 +25%
AP
2857
Arlington Partners
Alabama
$649K -$857K -19,130 -56%
AT
2858
Arlington Trust
Alabama
$649K +$668K +14,920 New
CAC
2859
Core Alternative Capital
Georgia
$648K +$132K +2,950 +25%
HAG
2860
HF Advisory Group
Maryland
$647K -$10.8K -240 -2%
WCP
2861
Wick Capital Partners
Pennsylvania
$647K -$6.72K -150 -1%
PAWA
2862
Palo Alto Wealth Advisors
California
$646K -$175K -3,900 -21%
GSC
2863
Grey Street Capital
Illinois
$645K -$24.5M -546,470 -97%
MAM
2864
Madison Asset Management
Wisconsin
$643K +$896 +20 +0.1%
WAG
2865
Wallace Advisory Group
California
$643K -$212K -4,730 -24%
VAFP
2866
Vahanian & Associates Financial Planning
New York
$643K – – –
PNAA
2867
Pictet North America Advisors
Switzerland
$640K +$660K +14,720 New
CSI
2868
Cross Staff Investments
New York
$640K – – –
TFCP
2869
Twin Focus Capital Partners
Massachusetts
$639K -$2.58M -57,530 -80%
PCMC
2870
Private Capital Management (Colorado)
Colorado
$636K +$56.9K +1,270 +10%
HNW
2871
High Note Wealth
Minnesota
$636K +$55.6K +1,240 +9%
KMWM
2872
Keudell/Morrison Wealth Management
Oregon
$636K -$13K -290 -2%
SNBOSD
2873
Security National Bank of So Dak
Iowa
$636K – – –
FA
2874
Fermata Advisors
California
$634K +$653K +14,570 New
SCP
2875
Syntal Capital Partners
Texas
$634K -$1.2M -26,780 -65%
113 114
115
116 117