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SAM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$6.24K +$6.07K +33 New
SWP
227
Stratos Wealth Partners
Ohio
$6K -$736 -4 -11%
BC
228
Bartlett & Co
Ohio
$6K – – –
GT
229
Glenmede Trust
Pennsylvania
$6K – – –
LA
230
Legacy Advisors
Pennsylvania
$6K – – –
MSA
231
Marino Stram & Associates
Massachusetts
$6K – – –
APA
232
American Portfolios Advisors
New York
$5.67K – – –
ST
233
Smithfield Trust
Pennsylvania
$5K -$13.1K -71 -72%
AIM
234
Advantage Investment Management
Iowa
$5K – – –
AWM
235
Aevitas Wealth Management
Massachusetts
$5K – – –
FHA
236
First Horizon Advisors
Tennessee
$5K +$1.66K +9 +47%
GAM
237
Gemmer Asset Management
California
$4K – – –
SPIA
238
Steward Partners Investment Advisory
New York
$4K – – –
VNA
239
Valley National Advisers
Pennsylvania
$3K – – –
TDC
240
Thompson Davis & Co
Virginia
$2K – – –
TC
241
Trilogy Capital
California
$2K +$2.39K +13 New
IWM
242
IHT Wealth Management
Illinois
$1K – – –
MOS
243
MGO One Seven
Ohio
$1K – – –
S
244
SignatureFD
Georgia
$1K +$920 +5 New
SFM
245
Signet Financial Management
New Jersey
$1K +$920 +5 New
RWM
246
Raffa Wealth Management
District of Columbia
$945 +$920 +5 New
RP
247
Regal Partners
Australia
– -$37.9M -198,410 Closed
BGIM
248
Brandywine Global Investment Management
Pennsylvania
– -$6.48M -33,919 Closed
HCS
249
Harvest Capital Strategies
California
– -$3.82M -20,000 Closed
OAM
250
Oxford Asset Management
United Kingdom
– -$3.34M -17,379 Closed
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