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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1776
Cottage Street Advisors
Massachusetts
$210K -$223K -1,000 -50%
GA
1777
GFS Advisors
Texas
$209K -$22.3K -100 -9%
SIA
1778
Soltis Investment Advisors
Utah
$208K -$270K -1,212 -55%
LFA
1779
Legacy Financial Advisors
Kentucky
$208K -$25.6K -115 -10%
YMRC
1780
Yorktown Management & Research Company
Virginia
$208K +$218K +980 New
KWM
1781
Keebeck Wealth Management
Illinois
$207K +$218K +979 New
OWM
1782
Opes Wealth Management
California
$206K – – –
AWG
1783
Altus Wealth Group
Colorado
$206K +$102K +458 +93%
RRA
1784
Round Rock Advisors
Connecticut
$205K +$215K +967 New
RCA
1785
Ranch Capital Advisors
Florida
$204K -$65K -292 -23%
APG
1786
Abacus Planning Group
South Carolina
$204K +$214K +961 New
VC
1787
Veracity Capital
Georgia
$202K +$1.78K +8 +0.8%
CBN
1788
Cadence Bank NA
Texas
$201K -$83K -373 -28%
UCMOK
1789
United Capital Management of KS
Kansas
$199K -$28.5K -128 -12%
ATC
1790
Adirondack Trust Company
New York
$199K +$112K +505 +117%
RFA
1791
Reilly Financial Advisors
California
$196K +$7.12K +32 +4%
TWP
1792
TFO Wealth Partners
Ohio
$189K +$198K +890 New
RWM
1793
Raffa Wealth Management
District of Columbia
$188K +$88.6K +398 +82%
NIM
1794
NuWave Investment Management
New Jersey
$187K -$683K -3,068 -78%
FWM
1795
Focused Wealth Management
New York
$180K +$30.9K +139 +20%
NSIM
1796
North Star Investment Management
Illinois
$177K – – –
BFC
1797
Bedel Financial Consulting
Indiana
$174K +$16.3K +73 +10%
SIS
1798
Sound Income Strategies
Florida
$172K +$1.11K +5 +0.6%
HWA
1799
HHM Wealth Advisors
Tennessee
$172K – – –
GSAM
1800
Grant Street Asset Management
Pennsylvania
$171K +$103K +461 +133%
70 71
72
73 74