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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3001
Birinyi Associates
Connecticut
$614K – – –
MI
3002
Motiv8 Investments
Florida
$613K +$112K +407 +23%
MPCG
3003
Matrix Private Capital Group
New York
$612K -$17.4K -63 -3%
TCBWMS
3004
Texas Capital Bank Wealth Management Services
Texas
$612K +$11.6K +42 +2%
MC
3005
Merlin Capital
Rhode Island
$611K +$6.63K +24 +1%
SCA
3006
Sandy Cove Advisors
Massachusetts
$610K +$59.6K +216 +11%
YLHM
3007
Yelin Lapidot Holdings Management
Israel
$610K – – –
NVIM
3008
New Vernon Investment Management
Illinois
$608K – – –
PWA
3009
Physician Wealth Advisors
Utah
$607K +$22.4K +81 +4%
CFD
3010
Creative Financial Designs
Indiana
$606K -$24.8K -90 -4%
HIM
3011
Hillsdale Investment Management
Ontario, Canada
$604K +$20.2K +73 +3%
BBNB
3012
Baker Boyer National Bank
Washington
$604K -$13K -47 -2%
PCH
3013
PGIM Custom Harvest
New Jersey
$604K +$187K +676 +45%
SAS
3014
Stelac Advisory Services
New York
$603K -$4.43M -16,035 -88%
RA
3015
Ruggaard & Associates
Ohio
$602K -$35.3K -128 -6%
GAA
3016
Global Assets Advisory
Florida
$601K +$596K +2,160 New
FCM
3017
Fourpath Capital Management
Oklahoma
$599K -$2.76K -10 -0.5%
FI
3018
Finivi Inc
Massachusetts
$597K +$54.7K +198 +10%
DM
3019
Deerfield Management
New York
$596K +$590K +2,137 New
EA
3020
Everpar Advisors
Oklahoma
$595K +$120K +435 +26%
LC
3021
Lincoln Capital
Nebraska
$595K -$15.5K -56 -3%
QCIG
3022
Quad-Cities Investment Group
Iowa
$593K -$2.48K -9 -0.4%
EW
3023
Element Wealth
Mississippi
$593K +$161K +583 +38%
TRIA
3024
Trail Ridge Investment Advisors
Colorado
$591K -$68.7K -249 -11%
LAS
3025
Legacy Advisory Services
Pennsylvania
$591K -$9.11K -33 -2%
119 120
121
122 123