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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
851
Lombard Odier Asset Management (USA)
New York
$317K +$317K +10,000 New
SPM
852
Symmetry Peak Management
Pennsylvania
$317K +$317K +10,000 New
MAWA
853
Moss Adams Wealth Advisors
Washington
$317K +$2.38K +75 +0.8%
CHAM
854
Clear Harbor Asset Management
Connecticut
$316K +$58.7K +1,850 +23%
VLC
855
Van Leeuwen & Company
New Jersey
$314K – – –
BP
856
Ballentine Partners
Massachusetts
$312K +$42.2K +1,329 +16%
LFA
857
Lauterbach Financial Advisors
Texas
$307K – – –
TC
858
TownSquare Capital
Utah
$306K +$306K +9,656 New
CL
859
Choreo LLC
Illinois
$303K +$303K +9,565 New
RWMG
860
Redwood Wealth Management Group
New Jersey
$302K +$15.9K +500 +6%
CW
861
CreativeOne Wealth
Kansas
$301K +$301K +9,485 New
AWM
862
Axxcess Wealth Management
California
$300K – – –
AA
863
ALPS Advisors
Colorado
$298K +$28.4K +896 +11%
BCM
864
BTC Capital Management
Iowa
$294K -$571 -18 -0.2%
VVP
865
Venture Visionary Partners
Ohio
$293K -$5.84K -184 -2%
AC
866
AlphaCore Capital
California
$292K +$292K +9,218 New
AWA
867
Arete Wealth Advisors
Illinois
$292K -$38.5K -1,214 -12%
ICG
868
InterOcean Capital Group
Tennessee
$288K -$68.9K -2,173 -19%
CP
869
Covenant Partners
Tennessee
$287K +$288K +9,068 New
QPWM
870
Quadrant Private Wealth Management
Pennsylvania
$287K -$634 -20 -0.2%
WCG
871
Weaver Consulting Group
California
$286K -$4.76K -150 -2%
UAM
872
Unison Asset Management
Florida
$285K – – –
GWCM
873
Godshalk Welsh Capital Management
Pennsylvania
$284K – – –
PVI
874
Pine Valley Investments
New Jersey
$283K +$244K +7,677 New
AC
875
AXQ Capital
New Jersey
$283K +$283K +8,931 New
33 34
35
36 37