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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
Carret Asset Management
New York
$1.17M -$151K -450 -12%
TA
1502
TrueWealth Advisors
Alabama
$1.16M +$101K +300 +10%
BWM
1503
Buckley Wealth Management
Nevada
$1.16M +$51.3K +153 +5%
DCM
1504
Deuterium Capital Management
Florida
$1.16M +$1.1M +3,288 New
RIA
1505
Regal Investment Advisors
Michigan
$1.16M -$433K -1,290 -28%
RWI
1506
Red Wave Investments
Pennsylvania
$1.16M +$2.01K +6 +0.2%
GL
1507
Graypoint LLC
New York
$1.15M +$273K +813 +33%
ST
1508
Spinnaker Trust
Maine
$1.15M -$34.2K -102 -3%
AIA
1509
Affinity Investment Advisors
California
$1.15M -$36.2K -108 -3%
LCC
1510
Lincoln Capital Corp
Rhode Island
$1.15M +$57.4K +171 +6%
OAC
1511
OMERS Administration Corp
Ontario, Canada
$1.14M – – –
IA
1512
IFG Advisors
Missouri
$1.14M +$10.1K +30 +0.9%
KWS
1513
Keystone Wealth Services
California
$1.14M +$1.08M +3,231 New
FCM
1514
Fortis Capital Management
Washington
$1.14M -$821K -2,448 -43%
CFO
1515
CVA Family Office
Colorado
$1.14M +$929K +2,769 +607%
ATC
1516
Adirondack Trust Company
New York
$1.14M -$31.2K -93 -3%
CWM
1517
Connecticut Wealth Management
Connecticut
$1.13M +$4.03K +12 +0.4%
SCM
1518
Sitrin Capital Management
California
$1.13M – – –
JAFL
1519
Jay A. Fishman Ltd
Michigan
$1.13M +$1.08M +3,210 New
CWA
1520
Capital Wealth Alliance
Arizona
$1.13M -$86.5K -258 -7%
SFG
1521
StrategIQ Financial Group
Indiana
$1.13M +$1.07M +3,198 New
CMA
1522
Cedar Mountain Advisors
Oregon
$1.13M -$1.01K -3 -0.1%
MFW
1523
Meristem Family Wealth
Minnesota
$1.12M -$264K -786 -20%
GIM
1524
Grassi Investment Management
California
$1.12M – – –
MHR
1525
Matthew Hamilton Rosenberg
$1.12M +$425K +1,266 +66%
59 60
61
62 63