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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
301
KCL Capital
New York
$232K +$212K +5,000 New
NIM
302
Needham Investment Management
New York
$232K +$212K +5,000 New
QAM
303
QCI Asset Management
New York
$232K +$212K +5,000 New
RHBC
304
R.H. Bluestein & Co
Michigan
$232K +$212K +5,000 New
BCWM
305
Blue Chip Wealth Management
Florida
$227K +$208K +4,900 New
JGC
306
J. Goldman & Co
New York
$226K +$207K +4,876 New
AR
307
Advisory Research
Illinois
$224K +$205K +4,836 New
PFS
308
Prospera Financial Services
Texas
$223K +$206K +4,851 New
CPC
309
Congress Park Capital
New York
$217K +$207K +4,875 New
GSWM
310
Golden State Wealth Management
California
$215K +$198K +4,654 New
WAM
311
World Asset Management
Michigan
$210K +$192K +4,518 New
DADC
312
D.A. Davidson & Co
Montana
$208K +$191K +4,491 New
CIA
313
CSat Investment Advisory
Michigan
$191K +$175K +4,120 New
BFEC
314
Benjamin F. Edwards & Company
Missouri
$186K +$170K +4,015 New
GWM
315
Geneos Wealth Management
Colorado
$155K +$141K +3,321 New
CAM
316
CenterStar Asset Management
Illinois
$153K – – –
ZB
317
Zions Bancorporation
Utah
$149K +$136K +3,211 New
AW
318
Alpha Windward
Massachusetts
$127K +$123K +2,905 New
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
$124K +$114K +2,686 New
SFA
320
Semmax Financial Advisors
North Carolina
$123K +$112K +2,646 New
S
321
Seeyond
France
$123K +$113K +2,653 New
ES
322
Equitec Specialists
Illinois
$116K +$106K +2,500 New
BAM
323
Belpointe Asset Management
Nevada
$116K +$107K +2,510 New
WIM
324
Westside Investment Management
California
$114K +$105K +2,475 New
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$113K +$95.3K +2,246 New
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