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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1876
Strategic Advisors
New York
$220K +$13.6K +36 +5%
SL
1877
Summitry LLC
California
$220K +$302K +798 New
FRA
1878
Frank Rimerman Advisors
California
$219K – – –
CPA
1879
Cardiff Park Advisors
California
$219K -$7.95K -21 -3%
CWP
1880
Curated Wealth Partners
California
$219K +$19.7K +52 +7%
SAM
1881
Secure Asset Management
Michigan
$219K +$39K +103 +15%
BAS
1882
Brown Advisory Securities
Maryland
$218K -$57.9K -153 -16%
SICM
1883
Sustainable Insight Capital Management
New York
$218K -$4.92K -13 -2%
LF
1884
Lantz Financial
Illinois
$218K -$2.65K -7 -0.9%
ANHIM
1885
Alan N. Hoffman Investment Management
Massachusetts
$217K – – –
ONSWM
1886
Old North State Wealth Management
North Carolina
$217K +$57.5K +152 +24%
SCA
1887
Southern Capital Advisors
Tennessee
$215K – – –
CA
1888
Centerpoint Advisors
Massachusetts
$215K +$11.4K +30 +4%
DAL
1889
Delta Accumulation LLC
California
$215K +$151K +400 +105%
AWA
1890
Aaron Wealth Advisors
Illinois
$212K -$55.6K -147 -16%
ACM
1891
Argent Capital Management
Missouri
$212K – – –
VST
1892
Van Strum & Towne
California
$212K – – –
FNBSF
1893
First National Bank Sioux Falls
South Dakota
$211K – – –
KWA
1894
KCS Wealth Advisory
California
$211K – – –
CIA
1895
Capital Investment Advisors
Georgia
$209K -$78.3K -207 -21%
AF
1896
Advisornet Financial
Minnesota
$209K -$13.6K -36 -5%
FAG
1897
Fortitude Advisory Group
Washington
$208K +$15.9K +42 +6%
NIM
1898
Northeast Investment Management
Massachusetts
$207K -$223K -590 -44%
ACP
1899
Aveo Capital Partners
Colorado
$207K -$27.6K -73 -9%
LFA
1900
Legacy Financial Advisors
Kentucky
$207K +$9.08K +24 +3%
74 75
76
77 78