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Name Holding Trade Value Shares
Change 		Change in
Stake
M
3351
MATAURO
New York
$4.92M +$630K +3,063 +14%
SIS
3352
Strategic Investment Solutions
Illinois
$4.92M +$1.3M +6,330 +35%
TW
3353
Towerpoint Wealth
California
$4.91M +$1.09M +5,324 +28%
SCP
3354
Stamos Capital Partners
California
$4.91M -$681K -3,312 -12%
CCIA
3355
Campbell & Co Investment Adviser
Maryland
$4.91M +$3.48M +16,930 +223%
EPG
3356
Estate Planners Group
Pennsylvania
$4.91M -$1.07M -5,193 -17%
QA
3357
Quattro Advisors
Pennsylvania
$4.89M +$102K +495 +2%
IWA
3358
Invera Wealth Advisors
Oregon
$4.88M -$315K -1,531 -6%
RA
3359
Rational Advisors
New York
$4.87M -$1.25M -6,077 -20%
BLAM
3360
Bourne Lent Asset Management
New York
$4.87M – – –
RFS
3361
Richardson Financial Services
Massachusetts
$4.86M +$23.9K +116 +0.5%
WFS
3362
WealthGarden F.S.
California
$4.86M +$222K +1,082 +5%
SA
3363
Scarborough Advisors
Maryland
$4.86M +$10.9K +53 +0.2%
SC
3364
Sykon Capital
New York
$4.85M -$11.3K -55 -0.2%
AWA
3365
Aletheian Wealth Advisors
Washington
$4.85M +$540K +2,626 +12%
LCS
3366
Levin Capital Strategies
New York
$4.85M +$214K +1,042 +4%
BAWC
3367
Boyce & Associates Wealth Consulting
Texas
$4.85M -$261K -1,269 -5%
AFM
3368
Armstrong Fleming & Moore
District of Columbia
$4.85M -$5.76K -28 -0.1%
IPAM
3369
Investment Partners Asset Management
New Jersey
$4.84M -$35.4K -172 -0.7%
ACA
3370
Affinity Capital Advisors
California
$4.84M +$737K +3,584 +17%
UWM
3371
Udine Wealth Management
Florida
$4.84M -$614K -2,988 -11%
TF
3372
TLWM Financial
Texas
$4.84M +$1.15M +5,613 +30%
EV
3373
EJMK Ventures
Illinois
$4.84M -$55.3K -269 -1%
TMWM
3374
Taylor & Morgan Wealth Management
Michigan
$4.84M -$159K -771 -3%
WS
3375
Wilian Securities
Minnesota
$4.83M +$1.61M +7,832 +48%
133 134
135
136 137