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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1051
Evoke Wealth
California
$221K +$216K +1,460 New
GCP
1052
Gill Capital Partners
Colorado
$220K – – –
KA
1053
Klingman & Associates
New York
$220K +$8.15K +55 +4%
CSPIA
1054
Cary Street Partners Investment Advisory
Virginia
$218K +$12.7K +86 +6%
LCAM
1055
London & Capital Asset Management
United Kingdom
$218K +$213K +1,440 New
MPW
1056
MASECO Private Wealth
$218K +$213K +1,440 New
GDP
1057
Great Diamond Partners
Maine
$218K -$8.29K -56 -4%
CAM
1058
Costello Asset Management
Pennsylvania
$217K -$8.29K -56 -4%
GA
1059
GSG Advisors
New Jersey
$217K +$2.37K +16 +1%
CFP
1060
Catalyst Financial Partners
Massachusetts
$217K +$1.93K +13 +0.9%
CIG
1061
Cullen Investment Group
Louisiana
$216K -$15K -101 -7%
SWM
1062
Silverlake Wealth Management
Vermont
$216K +$11.4K +77 +6%
FSA
1063
Franklin Street Advisors
North Carolina
$216K +$211K +1,425 New
SWM
1064
SeaCrest Wealth Management
New York
$216K +$212K +1,432 New
SPC
1065
Spirepoint Private Client
Florida
$215K – – –
YCG
1066
Yeomans Consulting Group
Georgia
$215K +$593 +4 +0.3%
NP
1067
NorthRock Partners
Minnesota
$215K -$212K -1,428 -50%
A
1068
AlphaQuest
New York
$214K -$1.13M -7,631 -84%
UF
1069
Univest Financial
Pennsylvania
$214K -$1.93K -13 -0.9%
LA
1070
LVW Advisors
New York
$213K -$23.4K -158 -10%
BFC
1071
Blue Fin Capital
Rhode Island
$213K – – –
PIA
1072
Perennial Investment Advisors
California
$213K -$57.2K -386 -22%
HI
1073
Hudock Inc
Pennsylvania
$213K -$2.22K -15 -1%
JF
1074
Jump Financial
Illinois
$212K -$567K -3,829 -73%
SAM
1075
Synergy Asset Management
Washington
$212K -$415K -2,800 -67%
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