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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
801
Evoke Wealth
California
$236K -$23.2K -525 -9%
IAIM
802
International Assets Investment Management
Florida
$235K -$44.2K -1,000 -17%
RF
803
Rollins Financial
Georgia
$233K -$29.2K -660 -12%
CHAM
804
Clear Harbor Asset Management
Connecticut
$233K – – –
ISL
805
Ingalls & Snyder LLC
New York
$233K – – –
SYBT
806
Stock Yards Bank & Trust
Kentucky
$233K – – –
RIA
807
Realta Investment Advisors
Delaware
$232K +$6.85K +155 +3%
PCM
808
Penserra Capital Management
California
$231K +$219K +4,950 New
RFN
809
RDA Financial Network
Iowa
$228K +$216K +4,880 New
LOAMU
810
Lombard Odier Asset Management (USA)
New York
$227K +$215K +4,870 New
SWM
811
Spire Wealth Management
Virginia
$226K -$52.8K -1,195 -20%
IUHSA
812
Itau Unibanco Holding S.A.
Brazil
$226K +$150K +3,400 +235%
LWP
813
Lumature Wealth Partners
Georgia
$225K -$242K -5,470 -53%
FMAEN1
814
Fund Management at Engine No 1
California
$225K +$213K +4,815 New
MWP
815
Madison Wealth Partners
Wisconsin
$225K +$213K +4,825 New
CA
816
Calton & Associates
Florida
$224K -$29.8K -675 -12%
MCCP
817
Mission Creek Capital Partners
California
$224K – – –
TPWA
818
TRUE Private Wealth Advisors
Oregon
$219K -$21K -475 -8%
AMC
819
Asset Management Corp
Illinois
$219K – – –
LSC
820
Lesa Sroufe & Co
Washington
$218K – – –
DG
821
DMC Group
Alabama
$216K -$159K -3,600 -41%
CPSAC
822
Chas P. Smith & Associates (CPS)
Florida
$216K – – –
IWN
823
Independent Wealth Network
Iowa
$216K +$10.2K +230 +5%
CT
824
Cambridge Trust
Massachusetts
$215K – – –
FFM
825
Forum Financial Management
Illinois
$215K – – –
31 32
33
34 35