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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Coldstream Capital Management
Washington
$229K -$48K -341 -19%
SIG
852
Spinnaker Investment Group
California
$226K +$206K +1,466 New
GSC
853
Ground Swell Capital
South Carolina
$226K -$193K -1,369 -48%
WGC
854
Watts Gwilliam & Co
Arizona
$224K -$1.95M -13,823 -91%
LSPW
855
Lake Street Private Wealth
Illinois
$222K +$203K +1,440 New
MA
856
Modus Advisors
Minnesota
$221K -$149K -1,060 -43%
AWM
857
Abound Wealth Management
Tennessee
$220K +$96.3K +684 +93%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$218K +$199K +1,413 New
RWB
859
RMR Wealth Builders
New Jersey
$216K +$197K +1,402 New
PCS
860
Personal CFO Solutions
New Jersey
$216K +$197K +1,401 New
FB
861
Fulton Bank
Pennsylvania
$216K +$197K +1,400 New
FSA
862
Fort Sheridan Advisors
Illinois
$214K +$195K +1,387 New
VT
863
Vise Technologies
New York
$213K +$194K +1,377 New
BF
864
BOK Financial
Oklahoma
$211K +$172K +1,225 +1,725%
AGA
865
Arkos Global Advisors
Texas
$209K +$191K +1,354 New
FDW
866
Fourth Dimension Wealth
Ohio
$208K +$190K +1,348 New
BP
867
Ballentine Partners
Massachusetts
$208K +$190K +1,347 New
SF
868
Synovus Financial
Georgia
$206K -$668K -4,743 -78%
PW
869
PUREfi Wealth
Massachusetts
$205K +$187K +1,330 New
EWM
870
Evercore Wealth Management
New York
$205K +$187K +1,326 New
CHP
871
Cable Hill Partners
Oregon
$204K +$186K +1,320 New
CCIA
872
Campbell & Co Investment Adviser
Maryland
$203K +$185K +1,317 New
CPRC
873
Consolidated Portfolio Review Corp
New York
$203K +$185K +1,312 New
ODG
874
O'Dell Group
Ohio
$203K +$185K +1,312 New
PIA
875
Powell Investment Advisors
Florida
$202K +$184K +1,308 New
33 34
35
36 37