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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
3001
Alliance Wealth Advisors (Utah)
Utah
$525K -$426K -4,076 -48%
NF
3002
Napier Financial
Massachusetts
$525K -$9.83K -94 -2%
BWFA
3003
Baltimore-Washington Financial Advisors
Maryland
$524K +$17.9K +171 +4%
CB
3004
Centennial Bank
Arkansas
$524K – – –
SA
3005
Skyline Advisors
Washington
$522K +$1.99K +19 +0.4%
SCM
3006
Sterneck Capital Management
Missouri
$522K – – –
FA
3007
Fermata Advisors
California
$522K +$33.8K +323 +8%
AAG
3008
Asset Advisory Group
New Jersey
$520K – – –
FNWM
3009
Financial Network Wealth Management
Utah
$520K – – –
AWM
3010
Ariadne Wealth Management
California
$518K -$8.68K -83 -2%
BI
3011
Beckerman Institutional
New Jersey
$518K – – –
SWG
3012
Summit Wealth Group
Vermont
$518K -$27.3K -261 -6%
LWM
3013
LongView Wealth Management
Georgia
$517K -$26.6K -254 -5%
RWM
3014
Revisor Wealth Management
Ohio
$516K -$443K -4,239 -49%
DG
3015
Dala Group
Illinois
$516K -$87.3K -835 -16%
UFA
3016
Uptown Financial Advisors
Texas
$515K – – –
PCMN
3017
Paradigm Capital Management (Nevada)
Nevada
$513K +$209 +2 +0%
GWA
3018
Gratus Wealth Advisors
Virginia
$512K – – –
JC
3019
JM2 Capital
Oklahoma
$511K +$6.69K +64 +1%
CWA
3020
Crusonia Wealth Advisors
Colorado
$511K +$111K +1,062 +32%
LSA
3021
Lansing Street Advisors
Pennsylvania
$510K +$837 +8 +0.2%
RFN
3022
Redwood Financial Network
Ohio
$509K -$5.75K -55 -1%
RB
3023
Renasant Bank
Mississippi
$509K -$360K -3,445 -44%
NFP
3024
Narus Financial Partners
Utah
$508K -$4.5K -43 -1%
RBWA
3025
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$105 +1 +0%
119 120
121
122 123