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Name Holding Trade Value Shares
Change 		Change in
Stake
DU
851
Delphia (USA)
Ontario, Canada
$335K -$381K -2,715 -52%
IFO
852
Independent Family Office
New York
$335K – – –
SVCP
853
Silicon Valley Capital Partners
California
$335K – – –
BG
854
Benedetti & Gucer
Georgia
$335K +$351K +2,500 New
IWM
855
IHT Wealth Management
Illinois
$333K +$348K +2,478 New
IP
856
Investment Partners
Ohio
$330K +$345K +2,457 New
CC
857
Corton Capital
Ontario, Canada
$329K -$251K -1,784 -42%
WTA
858
Washington Trust Advisors
Massachusetts
$329K – – –
FHA
859
First Horizon Advisors
Tennessee
$326K -$30.9K -220 -8%
BEI
860
Benjamin Edwards Inc
Missouri
$326K – – –
STA
861
Summit Trail Advisors
New York
$326K +$47.5K +338 +16%
FANJ
862
Financial Architects (New Jersey)
New Jersey
$325K +$341K +2,426 New
LSPW
863
Lake Street Private Wealth
Illinois
$325K +$341K +2,426 New
BWM
864
Bulltick Wealth Management
Florida
$324K +$21.8K +155 +7%
CMBA
865
C.M. Bidwell & Associates
Hawaii
$324K -$42.8K -305 -11%
CBT
866
Central Bank & Trust
Kentucky
$323K +$81K +577 +31%
RA
867
RFG Advisory
Alabama
$321K +$301K +2,140 New
AG
868
AlphaSimPlex Group
Massachusetts
$318K -$58.8K -419 -15%
WA
869
WBH Advisory
Maryland
$317K +$81.9K +583 +33%
FIM
870
Freedom Investment Management
Connecticut
$315K +$330K +2,349 New
ASFA
871
All Season Financial Advisors
Colorado
$315K -$4.92K -35 -1%
IFWM
872
Institute for Wealth Management
Colorado
$313K – – –
CIP
873
Convergence Investment Partners
Florida
$313K +$49.1K +350 +18%
MA
874
MBA Advisors
Pennsylvania
$312K – – –
CC
875
Callan Capital
California
$312K +$54.1K +385 +20%
33 34
35
36 37