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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1526
Red Door Wealth Management
Tennessee
$462K +$27.8K +262 +6%
BL
1527
Balentine LLC
Georgia
$461K -$160K -1,505 -24%
PWMAG
1528
Pinnacle Wealth Management Advisory Group
New Jersey
$460K -$120K -1,134 -20%
AIM
1529
AHL Investment Management
Florida
$460K +$6.37K +60 +1%
CCWM
1530
Cassaday & Co Wealth Management
Virginia
$458K +$31.1K +293 +7%
SAI
1531
Systematic Alpha Investments
New Jersey
$457K – – –
LIM
1532
Letson Investment Management
Georgia
$456K – – –
ASG
1533
Ariston Services Group
California
$453K -$16.8K -158 -3%
BWA
1534
BlueChip Wealth Advisors
Georgia
$453K +$30.5K +287 +7%
ADL
1535
Asset Dedication LLC
California
$453K +$38.4K +362 +9%
DWM
1536
Diversify Wealth Management
Utah
$452K +$141K +1,331 +43%
UWP
1537
Uniting Wealth Partners
Kansas
$452K +$484K +4,556 New
SPA
1538
Sherbrooke Park Advisers
New York
$451K -$826K -7,776 -63%
POIA
1539
Pin Oak Investment Advisors
Texas
$451K – – –
FFA
1540
Founders Financial Alliance
North Carolina
$451K +$43.2K +407 +10%
BF
1541
bLong Financial
Tennessee
$450K +$482K +4,540 New
PCM
1542
Peirce Capital Management
Texas
$450K +$197K +1,860 +70%
KLWA
1543
Kelly Lawrence W & Associates
California
$449K – – –
BHWM
1544
Bar Harbor Wealth Management
New Hampshire
$448K -$2.97K -28 -0.6%
GAAM
1545
Guinness Atkinson Asset Management
California
$448K -$1.17K -11 -0.2%
BB
1546
Burford Brothers
Texas
$448K +$6.05K +57 +1%
FI
1547
Fractal Investments
Connecticut
$445K +$94.7K +892 +25%
TAM
1548
Titleist Asset Management
Texas
$445K +$104K +983 +28%
NIM
1549
Northeast Investment Management
Massachusetts
$445K -$5.31K -50 -1%
SFC
1550
SYM Financial Corp
Indiana
$443K +$254K +2,396 +116%
60 61
62
63 64