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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2051
FLC Capital Advisors
California
$203K – – –
DWG
2052
Darden Wealth Group
Michigan
$202K – – –
GC
2053
Gratus Capital
Georgia
$202K -$4.74K -39 -2%
MCWA
2054
Meadow Creek Wealth Advisors
Georgia
$202K +$215K +1,769 New
SXL
2055
Summit X LLC
Missouri
$202K +$215K +1,767 New
CWA
2056
CM Wealth Advisors
Ohio
$202K -$603K -4,964 -74%
CCM
2057
Crew Capital Management
Ohio
$202K – – –
SOS
2058
Silver Oak Securities
Tennessee
$202K +$29K +239 +16%
FCM
2059
Fourpath Capital Management
Oklahoma
$201K -$24.2K -199 -10%
EFA
2060
Evernest Financial Advisors
Indiana
$201K – – –
CC
2061
Cornerstone Capital
California
$201K – – –
WP
2062
WMS Partners
Maryland
$201K -$3.52K -29 -2%
RAM
2063
Readystate Asset Management
Illinois
$200K +$213K +1,750 New
JSAM
2064
J. Safra Asset Management
New York
$198K +$58.4K +481 +38%
PP
2065
PFS Partners
New Jersey
$198K +$850 +7 +0.4%
AIM
2066
Acropolis Investment Management
Missouri
$197K +$7.89K +65 +4%
OIA
2067
Optimum Investment Advisors
Illinois
$194K – – –
CCC
2068
Chelsea Counsel Company
California
$193K – – –
IRC
2069
Investors Research Corp
Georgia
$190K -$1.82K -15 -0.9%
TIM
2070
Tortoise Investment Management
New York
$183K +$121 +1 +0.1%
QC
2071
Quent Capital
New York
$182K -$17K -140 -8%
CIA
2072
Cape Investment Advisory
Georgia
$181K +$10.2K +84 +6%
SFC
2073
Strategic Financial Concepts
Texas
$180K -$252K -2,074 -57%
SN
2074
Sittner & Nelson
Oregon
$178K +$18.2K +150 +11%
TFGT
2075
TS Financial Group (TSFG)
Illinois
$177K +$121 +1 +0.1%
81 82
83
84 85