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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1251
Warren Street Wealth Advisors
California
$226K +$209K +1,094 New
ACI
1252
Alpha Cubed Investments
California
$225K -$40.2K -210 -16%
B
1253
Bailard
California
$224K +$208K +1,085 New
JIC
1254
Joel Isaacson & Co
New York
$222K -$37.3K -195 -15%
WPW
1255
Watershed Private Wealth
Illinois
$222K +$206K +1,077 New
SB
1256
Strategic Blueprint
Georgia
$222K +$206K +1,076 New
TNA
1257
True North Advisors
Texas
$222K +$206K +1,075 New
TCM
1258
Tang Capital Management
California
$221K +$205K +1,071 New
OPA
1259
Old Port Advisors
Maine
$220K +$204K +1,064 New
TCOT
1260
Trust Company of Toledo
Ohio
$218K +$202K +1,057 New
QPBE
1261
Quintet Private Bank (Europe)
Luxembourg
$218K +$202K +1,054 New
YLHM
1262
Yelin Lapidot Holdings Management
Israel
$217K +$202K +1,053 New
CCA
1263
Childress Capital Advisors
Texas
$217K +$201K +1,050 New
WTB
1264
Washington Trust Bank
Washington
$215K -$71.2K -372 -26%
TWM
1265
TCFG Wealth Management
California
$214K +$199K +1,037 New
CTA
1266
Colonial Trust Advisors
South Carolina
$213K – – –
MSRI
1267
Michael S. Ryan Inc
New York
$212K +$197K +1,029 New
MSFS
1268
Main Street Financial Solutions
Pennsylvania
$211K -$103K -538 -35%
SXL
1269
Summit X LLC
Missouri
$210K -$95.9K -501 -30%
SPC
1270
Spirepoint Private Client
Florida
$208K +$193K +1,006 New
JSW
1271
Journey Strategic Wealth
New Jersey
$207K +$192K +1,005 New
CWP
1272
Core Wealth Partners
California
$206K +$191K +1,000 New
GC
1273
Gruss & Co
Florida
$206K +$191K +1,000 New
FWP
1274
FAS Wealth Partners
Kansas
$206K +$191K +1,000 New
KA
1275
Kovack Advisors
Florida
$206K +$191K +999 New
49 50
51
52 53