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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2301
Financial Advisors
Massachusetts
$326K +$53 +1 +0%
SAM
2302
Secure Asset Management
Michigan
$325K -$51.3K -976 -14%
FA
2303
Fermata Advisors
California
$324K +$322K +6,112 New
AMIM
2304
Aull & Monroe Investment Management
Alabama
$323K – – –
AWMG
2305
Alliance Wealth Management Group
New Jersey
$322K +$3.89K +74 +1%
PO
2306
Private Ocean
California
$320K -$15.7K -299 -5%
VAS
2307
Valicenti Advisory Services
New York
$320K – – –
HIP
2308
HUB Investment Partners
Texas
$320K +$473 +9 +0.1%
JWM
2309
JFG Wealth Management
Colorado
$320K +$318K +6,039 New
OLA
2310
Oliver Luxxe Assets
New Jersey
$319K -$5.26K -100 -2%
TI
2311
Truehand Inc
New Hampshire
$319K – – –
WA
2312
Waverly Advisors
Alabama
$319K +$60.7K +1,154 +26%
TWM
2313
TriaGen Wealth Management
California
$318K -$5.26K -100 -2%
CAM
2314
Cacti Asset Management
Georgia
$318K – – –
SICM
2315
Sustainable Insight Capital Management
New York
$318K +$21K +400 +7%
PWM
2316
Prentice Wealth Management
New York
$318K +$80.4K +1,529 +34%
CIC
2317
Cutler Investment Counsel
Oregon
$317K – – –
WPW
2318
Warther Private Wealth
Ohio
$317K +$312K +5,927 New
BRG
2319
Bay Rivers Group
Virginia
$316K -$186K -3,537 -37%
WS
2320
Wela Strategies
Georgia
$316K +$7.1K +135 +2%
LIA
2321
LBMC Investment Advisors
Tennessee
$316K +$314K +5,966 New
FA
2322
Fortis Advisors
Pennsylvania
$315K -$17.6K -334 -5%
SAM
2323
Summit Asset Management
Tennessee
$312K -$52K -988 -14%
CHAM
2324
Clear Harbor Asset Management
Connecticut
$312K +$9.1K +173 +3%
GWM
2325
Greenhouse Wealth Management
Connecticut
$311K +$1.95K +37 +0.6%
91 92
93
94 95