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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
5076
BCK Partners
New York
$201K +$207K +1,500 New
CCA
5077
Conestoga Capital Advisors
Pennsylvania
$201K +$207K +1,500 New
VWMG
5078
Virginia Wealth Management Group
Virginia
$201K +$207K +1,500 New
BWA
5079
Burt Wealth Advisors
Maryland
$201K +$206K +1,496 New
SFG
5080
Socha Financial Group
New York
$200K +$206K +1,491 New
RF
5081
Robinswood Financial
Washington
$197K -$1.65K -12 -0.8%
PMIM
5082
Prudent Man Investment Management
Colorado
$194K +$200K +1,448 New
CWM
5083
Compass Wealth Management
Connecticut
$192K -$6.75K -49 -3%
T2I
5084
Turim 21 Investimentos
Brazil
$185K – – –
SCA
5085
Stuart Chaussee & Associates
California
$185K +$108K +785 +133%
SIP
5086
Sellwood Investment Partners
Oregon
$184K +$189K +1,370 New
ACM
5087
Aster Capital Management
United Arab Emirates
$179K -$11.6M -84,100 -98%
HWM
5088
Horizons Wealth Management
North Carolina
$177K – – –
WCM
5089
WealthTrak Capital Management
Virginia
$176K +$181K +1,310 New
DMKJ
5090
David M. Knott Jr
$172K – – –
MIM
5091
Meridiem Investment Management
United Kingdom
$168K – – –
LFASL
5092
Lugano Financial Advisors SA (LFA)
Switzerland
$167K +$38.6K +280 +29%
MS
5093
Mizuho Securities
Japan
$166K -$5.98M -43,400 -97%
1L
5094
10Elms LLP
Oklahoma
$165K +$170K +1,230 New
WW
5095
Winnow Wealth
Texas
$163K +$168K +1,216 New
HHGA
5096
Halbert Hargrove Global Advisors
California
$160K +$164K +1,193 New
FFA
5097
Frazier Financial Advisors
Ohio
$159K -$129K -938 -45%
MTC
5098
Matrix Trust Company
Colorado
$155K +$159K +1,156 New
ZRP
5099
Zynergy Retirement Planning
New Jersey
$154K – – –
BIM
5100
Breakwater Investment Management
Washington
$152K -$551K -4,000 -78%
202 203
204
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