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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
EverSource Wealth Advisors
Alabama
$989K +$165K +1,481 +18%
EHWM
1102
Eads & Heald Wealth Management
Georgia
$989K -$23.9K -215 -2%
GWSG
1103
GPS Wealth Strategies Group
Colorado
$989K -$1.31M -11,787 -55%
WSFS
1104
Wilmington Savings Fund Society
Delaware
$984K -$500K -4,499 -32%
BB
1105
Bell Bank
North Dakota
$983K +$66.6K +599 +7%
FC
1106
Fjell Capital
North Dakota
$983K -$93.2K -838 -8%
MFGM
1107
Marshall Financial Group (Maryland)
Maryland
$983K +$149K +1,339 +16%
SMA
1108
Sage Mountain Advisors
Georgia
$981K +$195K +1,755 +23%
WANY
1109
Wealthspire Advisors (New York)
New York
$979K -$169K -1,517 -14%
BWA
1110
Bordeaux Wealth Advisors
California
$979K -$25.9K -233 -2%
FWIA
1111
Fort Washington Investment Advisors
Ohio
$976K +$17.8K +160 +2%
AIM
1112
Anchor Investment Management
South Carolina
$972K +$175K +1,574 +20%
AA
1113
Altman Advisors
Illinois
$969K +$66.6K +599 +6%
AFT
1114
Alpha Family Trust
California
$968K – – –
HWM
1115
Hohimer Wealth Management
Washington
$967K +$619K +5,565 +145%
BI
1116
Ballast Inc
Kentucky
$965K +$80.4K +723 +8%
GCA
1117
Gradient Capital Advisors
California
$965K -$78.3K -704 -7%
CNC
1118
Citizens & Northern Corp
Pennsylvania
$963K +$372K +3,342 +55%
SAI
1119
Savvy Advisors Inc
New York
$963K +$159K +1,429 +18%
MWA
1120
Midland Wealth Advisors
Illinois
$961K +$88K +791 +9%
SP
1121
Successful Portfolios
Florida
$957K -$34.2K -308 -3%
TSW
1122
Thompson Siegel & Walmsley
Virginia
$955K -$18K -162 -2%
RWP
1123
RWA Wealth Partners
Massachusetts
$951K -$34.7K -312 -3%
VPW
1124
Variant Private Wealth
Virginia
$950K +$3.34K +30 +0.3%
GC
1125
GFG Capital
Florida
$946K +$347K +3,120 +51%
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