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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
3001
PGIM Custom Harvest
New Jersey
$438K +$36.9K +1,110 +12%
BSSFA
3002
Baron Silver Stevens Financial Advisors
Florida
$437K – – –
TFO
3003
Tarbox Family Office
California
$437K – – –
SIG
3004
Spinnaker Investment Group
California
$437K +$343K +10,330 New
III
3005
Independent Investors Inc
New York
$436K – – –
WCM
3006
Wealthcare Capital Management
Virginia
$434K -$2.32K -70 -0.7%
MSA
3007
McAlister Sweet & Associates
Texas
$434K – – –
AWM
3008
Atticus Wealth Management
Florida
$433K +$39.5K +1,190 +13%
DG
3009
DMC Group
Alabama
$433K -$126K -3,790 -27%
LNB
3010
Ledyard National Bank
$432K -$42.8K -1,290 -11%
JFA
3011
JNBA Financial Advisors
Minnesota
$431K -$111K -3,330 -25%
ME
3012
McIlrath & Eck
Washington
$430K -$20.6K -620 -6%
IA
3013
IAM Advisory
Pennsylvania
$430K +$36.9K +1,110 +12%
BONST
3014
Bank of Nova Scotia Trust
Ontario, Canada
$430K -$1.99K -60 -0.6%
PCM
3015
Presidio Capital Management
California
$427K -$664 -20 -0.2%
CA
3016
CSM Advisors
Pennsylvania
$426K -$19.9K -600 -6%
RRA
3017
Round Rock Advisors
Connecticut
$425K -$31.5K -950 -9%
LCS
3018
Levin Capital Strategies
New York
$425K – – –
TA
3019
Tiedemann Advisors
New York
$424K +$333K +10,020 New
AIA
3020
AIMZ Investment Advisors
California
$423K – – –
DC
3021
Defender Capital
North Carolina
$423K -$332K -10,000 -50%
AAM
3022
American Asset Management
Florida
$423K – – –
MIM
3023
Merrion Investment Management
New Jersey
$423K +$83K +2,500 +33%
AI
3024
AdvisorShares Investments
Maryland
$423K +$332K +10,000 New
SM
3025
Selkirk Management
New Jersey
$423K +$332K +10,000 New
119 120
121
122 123