Name Holding Trade Value Shares
Change
Change in
Stake
1L
5101
10Elms LLP
Oklahoma
$165K +$170K +1,230 New
WW
5102
Winnow Wealth
Texas
$163K +$168K +1,216 New
HHGA
5103
Halbert Hargrove Global Advisors
California
$160K +$164K +1,193 New
FFA
5104
Frazier Financial Advisors
Ohio
$159K -$129K -938 -45%
MTC
5105
Matrix Trust Company
Colorado
$155K +$159K +1,156 New
ZRP
5106
Zynergy Retirement Planning
New Jersey
$154K – – –
BIM
5107
Breakwater Investment Management
Washington
$152K -$551K -4,000 -78%
APW
5108
Atlantic Private Wealth
North Carolina
$148K -$6.89K -50 -4%
PP
5109
Paloma Partners
Connecticut
$146K -$11.3M -81,778 -99%
1IA
5110
1620 Investment Advisors
Massachusetts
$146K +$92.3K +670 +160%
LFA
5111
LGT Financial Advisors
Texas
$145K -$203K -1,470 -58%
GP
5112
Greenline Partners
New York
$145K +$148K +1,077 New
PCM
5113
Palouse Capital Management
Washington
$144K +$147K +1,070 New
AIA
5114
Arcadia Investment Advisors
Idaho
$143K +$5.1K +37 +4%
CMP
5115
Coston McIsaac & Partners
Maine
$143K +$4.13K +30 +3%
IA
5116
IFS Advisors
Kansas
$142K +$21.4K +155 +17%
HFS
5117
Hopwood Financial Services
Virginia
$140K +$143K +1,041 New
FCMT
5118
Founders Capital Management (Texas)
Texas
$138K +$5.51K +40 +4%
ICCON
5119
Investment Counsel Company of Nevada
Nevada
$138K +$142K +1,030 New
TLA
5120
Tanglewood Legacy Advisors
Texas
$135K – – –
MCM
5121
MidAtlantic Capital Management
Virginia
$134K – – –
GCM
5122
Gladstone Capital Management
United Kingdom
$134K -$67.2M -487,231 -100%
KPP
5123
Kings Path Partners
Texas
$134K -$138K -1,000 -50%
7CM
5124
7G Capital Management
New York
$134K – – –
EPW
5125
Evergreen Private Wealth
Colorado
$133K – – –