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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
826
Greenleaf Trust
Michigan
$232K +$11K +32 +4%
NIWA
827
New Insight Wealth Advisors
California
$231K +$30K +87 +11%
AF
828
Allworth Financial
California
$229K +$60.7K +176 +26%
RZH
829
Relyea Zuckerberg Hanson
Connecticut
$229K -$18.6K -54 -6%
EWA
830
EverSource Wealth Advisors
Alabama
$227K +$139K +403 +89%
MA
831
MONECO Advisors
Connecticut
$225K -$5.86K -17 -2%
DCM
832
DGS Capital Management
New Jersey
$225K +$293K +850 New
TBT
833
Texas Bank & Trust
Texas
$225K +$293K +850 New
MAWA
834
Moss Adams Wealth Advisors
Washington
$223K -$3.79K -11 -1%
AFP
835
Ausdal Financial Partners
Iowa
$223K +$291K +843 New
FWP
836
Forefront Wealth Partners
Texas
$220K +$286K +829 New
FI
837
Finivi Inc
Massachusetts
$218K +$32K +93 +13%
SIA
838
Soltis Investment Advisors
Utah
$216K -$46.5K -135 -14%
APW
839
Axim Planning & Wealth
Ohio
$215K +$280K +813 New
CAGAS
840
Capital Advisory Group Advisory Services
Minnesota
$215K +$52.4K +152 +23%
LFG
841
Larson Financial Group
Missouri
$214K +$204K +591 +275%
FMLI
842
Fukoku Mutual Life Insurance
Japan
$213K +$277K +804 New
CWM
843
Circle Wealth Management
New Jersey
$212K -$1.31M -3,791 -83%
GCIA
844
Gabelli & Co Investment Advisers
New York
$212K -$138K -400 -33%
JWCA
845
J.W. Cole Advisors
Florida
$211K +$275K +798 New
TPCW
846
TD Private Client Wealth
New York
$209K -$90.3K -262 -25%
AAS
847
Annex Advisory Services
Wisconsin
$208K -$57.6M -167,283 -100%
AC
848
ASB Consultores
Florida
$208K +$270K +784 New
PA
849
PFW Advisors
Georgia
$207K +$38.9K +113 +17%
OL
850
Optas LLC
Texas
$204K -$23.1K -67 -8%
32 33
34
35 36