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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
2076
Evernest Financial Advisors
Indiana
$357K +$26.6K +62 +7%
CWG
2077
Crown Wealth Group
North Carolina
$356K -$191K -446 -32%
GPWM
2078
Grant Private Wealth Management
California
$356K -$3.86K -9 -1%
CT
2079
Clearstead Trust
Maine
$355K +$16.7K +39 +4%
AFPL
2080
Advus Financial Partners, LLC
Florida
$355K +$19.3K +45 +5%
CAC
2081
Certified Advisory Corp
Florida
$353K -$46.7K -109 -11%
CSA
2082
Cottage Street Advisors
Massachusetts
$352K -$4.72K -11 -1%
SWMP
2083
Signature Wealth Management Partners
New Jersey
$352K +$94.3K +220 +32%
KC
2084
Knuff & Co
California
$351K -$84.9K -198 -18%
TW
2085
Traveka Wealth
California
$351K +$16.7K +39 +4%
GWP
2086
Gen-Wealth Partners
Michigan
$351K -$4.72K -11 -1%
GIM
2087
Groesbeck Investment Management
New Jersey
$350K -$42.9K -100 -10%
CSPIA
2088
Cary Street Partners Investment Advisory
Virginia
$350K +$15.9K +37 +4%
SHFA
2089
SC&H Financial Advisors
Maryland
$348K – – –
SL
2090
Summitry LLC
California
$347K +$40.7K +95 +12%
TI
2091
TTP Investments
California
$347K +$190K +443 +96%
AFGAS
2092
Allegiance Financial Group Advisory Services
Virginia
$346K +$387K +902 New
EMB
2093
Elefante Mark B
$346K +$15K +35 +4%
OHWA
2094
Oak Hill Wealth Advisors
Virginia
$345K – – –
LA
2095
Latitude Advisors
Florida
$345K +$149K +347 +63%
CSB
2096
City State Bank
Iowa
$345K +$21.4K +50 +6%
BMWS
2097
Brady Martz Wealth Solutions
North Dakota
$344K -$429 -1 -0.1%
CC
2098
Cornerstone Capital
California
$344K -$150K -349 -28%
FFA
2099
Fi3 Financial Advisors
Indiana
$344K +$150K +350 +64%
CMF
2100
Counterpoint Mutual Funds
California
$344K +$385K +897 New
82 83
84
85 86