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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2951
Goldstein Advisors
Wisconsin
$655K +$22.7K +84 +4%
CFS
2952
Commonwealth Financial Services
West Virginia
$655K +$30.6K +113 +5%
LPAM
2953
Lodestar Private Asset Management
California
$655K – – –
AWM
2954
Act Wealth Management
Texas
$653K -$2.43K -9 -0.4%
JSAM
2955
J. Safra Asset Management
New York
$653K +$62.5K +231 +11%
DA
2956
Detalus Advisors
Missouri
$651K -$24.6K -91 -4%
CFGA
2957
Cambridge Financial Group (Arizona)
Arizona
$650K +$383K +1,417 +150%
BTWM
2958
Brass Tax Wealth Management
Ohio
$648K -$525K -1,943 -45%
ZF
2959
Zega Financial
Florida
$648K +$20K +74 +3%
TCM
2960
Towercrest Capital Management
Pennsylvania
$648K – – –
TRIA
2961
Trail Ridge Investment Advisors
Colorado
$646K -$5.68K -21 -0.9%
WAM
2962
Winslow Asset Management
Ohio
$646K – – –
RCM
2963
Requisite Capital Management
Texas
$642K – – –
EAM
2964
Evanson Asset Management
California
$642K -$46K -170 -7%
GSIS
2965
Global Strategic Investment Solutions
Arizona
$640K +$13.5K +50 +2%
LAM
2966
Lewis Asset Management
California
$640K +$42.4K +157 +7%
BAM
2967
Bellevue Asset Management
Washington
$634K +$270 +1 +0%
UL
2968
Unionview LLC
Washington
$631K +$8.92K +33 +1%
AIP
2969
ARS Investment Partners
New York
$631K +$55.7K +206 +10%
GCM
2970
Gator Capital Management
Florida
$629K – – –
AA
2971
AlphaQ Advisors
Florida
$626K -$28.7K -106 -4%
FFG
2972
Frisch Financial Group
New York
$624K -$456K -1,687 -43%
BWM
2973
BCS Wealth Management
Tennessee
$623K +$181K +670 +42%
LWANC
2974
Laurel Wealth Advisors (North Carolina)
North Carolina
$622K +$81.4K +301 +15%
HCC
2975
Hirtle Callaghan & Co
Pennsylvania
$622K +$184K +682 +43%
117 118
119
120 121