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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2051
AdvisorShares Investments
Maryland
$207K -$43.1K -368 -16%
MA
2052
Mezzasalma Advisors
New Jersey
$207K – – –
SAM
2053
Sompo Asset Management
Japan
$207K – – –
PA
2054
PSI Advisors
Florida
$207K +$5.74K +49 +3%
TWM
2055
Triton Wealth Management
Arizona
$206K +$1.64K +14 +0.8%
CMO
2056
Covenant Multifamily Offices
Texas
$206K +$217K +1,855 New
MA
2057
MONECO Advisors
Connecticut
$206K +$218K +1,864 New
SFM
2058
Signet Financial Management
New Jersey
$206K +$219K +1,870 New
ACA
2059
Affinity Capital Advisors
California
$205K -$9.95K -85 -4%
BAM
2060
Berkshire Asset Management
Pennsylvania
$205K +$217K +1,856 New
AWP
2061
Abacus Wealth Partners
California
$205K -$18.5K -158 -8%
PC
2062
Port Capital
Illinois
$203K -$87.8K -750 -29%
HIP
2063
HUB Investment Partners
Texas
$202K -$87.7K -749 -29%
IHWM
2064
Iron Horse Wealth Management
Iowa
$202K +$937 +8 +0.4%
BWM
2065
Biltmore Wealth Management
Arizona
$200K +$212K +1,810 New
GTAM
2066
Global Trust Asset Management
Florida
$199K – – –
CQS
2067
Credential Qtrade Securities
$197K -$32.3K -276 -13%
DFCM
2068
Dark Forest Capital Management
Puerto Rico
$193K -$6.21K -53 -3%
RCG
2069
Rock Creek Group
District of Columbia
$189K -$96.5K -824 -32%
SAI
2070
Systematic Alpha Investments
New Jersey
$188K +$208K +1,776 New
KIG
2071
Kowal Investment Group
Wisconsin
$186K +$198K +1,689 New
JFGIW
2072
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
ETC
2073
Exchange Traded Concepts
Oklahoma
$179K +$11K +94 +6%
SCM
2074
Silvant Capital Management
Georgia
$177K – – –
HWA
2075
HHM Wealth Advisors
Tennessee
$176K +$3.75K +32 +2%
81 82
83
84 85