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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
Wealthstream Advisors
New York
$202K +$24.7K +209 +13%
CCFM
1002
Clear Creek Financial Management
Washington
$201K +$210K +1,775 New
CCP
1003
Clarity Capital Partners
California
$201K – – –
LSA
1004
Lion Street Advisors
Texas
$201K – – –
FMTCOCP
1005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$198K – – –
AF
1006
Advisornet Financial
Minnesota
$191K -$72.6K -613 -27%
CAM
1007
Chesapeake Asset Management
New York
$186K -$190K -1,604 -95%
MYIA
1008
Mount Yale Investment Advisors
Colorado
$185K +$193K +1,630 New
BCM
1009
Barometer Capital Management
Ontario, Canada
$182K -$450K -3,800 -70%
ACM
1010
Accent Capital Management
Ohio
$182K -$710 -6 -0.4%
APW
1011
Aventura Private Wealth
Florida
$179K -$17.5K -148 -9%
CSPIA
1012
Cary Street Partners Investment Advisory
Virginia
$170K +$28.5K +241 +19%
ITFISA
1013
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$170K -$200K -1,691 -53%
WCM
1014
Winthrop Capital Management
Indiana
$166K +$9.12K +77 +6%
AWM
1015
Abound Wealth Management
Tennessee
$163K +$48.3K +408 +40%
AC
1016
AlphaCore Capital
California
$162K +$166K +1,403 New
NSIM
1017
North Star Investment Management
Illinois
$160K – – –
CA
1018
CoreCap Advisors
Michigan
$155K -$77.9K -658 -32%
HWA
1019
HHM Wealth Advisors
Tennessee
$154K – – –
JCM
1020
Jag Capital Management
Missouri
$140K +$146K +1,237 New
IWA
1021
Icon Wealth Advisors
Texas
$135K -$71.5K -604 -34%
CIA
1022
Cape Investment Advisory
Georgia
$135K -$42.4K -358 -23%
AWM
1023
Activest Wealth Management
Florida
$132K +$48.8K +412 +54%
SWA
1024
SOA Wealth Advisors
New York
$131K +$6.35M +53,605 +6,545%
HNB
1025
Huntington National Bank
Ohio
$130K +$8.41K +71 +7%
39 40
41
42 43