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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
5101
Atlantic Private Wealth
North Carolina
$148K -$6.89K -50 -4%
PP
5102
Paloma Partners
Connecticut
$146K -$11.3M -81,778 -99%
1IA
5103
1620 Investment Advisors
Massachusetts
$146K +$92.3K +670 +160%
LFA
5104
LGT Financial Advisors
Texas
$145K -$203K -1,470 -58%
GP
5105
Greenline Partners
New York
$145K +$148K +1,077 New
PCM
5106
Palouse Capital Management
Washington
$144K +$147K +1,070 New
AIA
5107
Arcadia Investment Advisors
Idaho
$143K +$5.1K +37 +4%
CMP
5108
Coston McIsaac & Partners
Maine
$143K +$4.13K +30 +3%
IA
5109
IFS Advisors
Kansas
$142K +$21.4K +155 +17%
HFS
5110
Hopwood Financial Services
Virginia
$140K +$143K +1,041 New
FCMT
5111
Founders Capital Management (Texas)
Texas
$138K +$5.51K +40 +4%
ICCON
5112
Investment Counsel Company of Nevada
Nevada
$138K +$142K +1,030 New
TLA
5113
Tanglewood Legacy Advisors
Texas
$135K – – –
MCM
5114
MidAtlantic Capital Management
Virginia
$134K – – –
GCM
5115
Gladstone Capital Management
United Kingdom
$134K -$67.2M -487,231 -100%
KPP
5116
Kings Path Partners
Texas
$134K -$138K -1,000 -50%
7CM
5117
7G Capital Management
New York
$134K – – –
EPW
5118
Evergreen Private Wealth
Colorado
$133K – – –
TH
5119
TCTC Holdings
Texas
$132K +$4K +29 +3%
A
5120
AlphaQuest
New York
$129K -$533K -3,869 -80%
WWA
5121
Wingate Wealth Advisors
Massachusetts
$126K +$130K +941 New
CW
5122
Curio Wealth
Maryland
$125K +$129K +934 New
EI
5123
Ecofi Investissements
France
$124K – – –
KI
5124
Kapitalo Investimentos
Brazil
$123K +$127K +918 New
SHF
5125
Safe Harbor Fiduciary
Florida
$121K – – –
203 204
205
206 207