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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1026
Tactive Advisors
Florida
$314K -$163K -1,001 -32%
TFA
1027
Tranquilli Financial Advisor
New Jersey
$313K +$24.9K +153 +8%
MCP
1028
Mirador Capital Partners
California
$313K -$2.28K -14 -0.7%
ESB
1029
Essex Savings Bank
Connecticut
$311K -$814 -5 -0.2%
MFS
1030
Madrona Financial Services
Washington
$310K +$19.5K +120 +6%
FG
1031
Foster Group
Iowa
$310K +$30.9K +190 +10%
WEG
1032
World Equity Group
Illinois
$310K – – –
KFS
1033
Kaizen Financial Strategies
California
$308K +$81.4K +500 +31%
T
1034
TrueFG
Texas
$306K +$5.7K +35 +2%
CA
1035
Clearstead Advisors
Ohio
$304K -$175K -1,075 -34%
LI
1036
LRI Investments
Florida
$303K -$23.5K -144 -7%
PWS
1037
Proactive Wealth Strategies
Georgia
$299K +$163 +1 +0%
EBSAM
1038
Eubel Brady & Suttman Asset Management
Ohio
$298K – – –
SAG
1039
SageView Advisory Group
California
$296K +$105K +645 +47%
SAM
1040
Sycomore Asset Management
France
$294K – – –
SOS
1041
Silver Oak Securities
Tennessee
$294K +$489 +3 +0.2%
HC
1042
Hourglass Capital
Texas
$294K +$327K +2,005 New
RA
1043
Resolute Advisors
California
$293K – – –
RWM
1044
Rialto Wealth Management
New York
$293K – – –
MWP
1045
Meriwether Wealth & Planning
Louisiana
$293K -$57.7K -354 -15%
CAG
1046
Crestwood Advisors Group
Massachusetts
$292K +$110K +676 +51%
CCM
1047
Cloud Capital Management
Washington
$290K +$260K +1,598 +415%
ES
1048
Eagle Strategies
New York
$290K +$50.8K +312 +19%
HIA
1049
Harbor Investment Advisory
Maryland
$289K +$44.9K +276 +0.4%
PWG
1050
Portside Wealth Group
Utah
$288K +$320K +1,964 New
40 41
42
43 44