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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1101
Transamerica Financial Advisors
Florida
$1.32M +$386K +5,419 +40%
SDWIA
1102
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.32M +$17.4K +244 +1%
AIM
1103
Alhambra Investment Management
Florida
$1.32M +$89.2K +1,254 +7%
PCS
1104
Personal CFO Solutions
New Jersey
$1.3M +$109K +1,535 +9%
WCBA
1105
Weaver C. Barksdale & Associates
Tennessee
$1.3M -$80.5K -1,132 -6%
WWA
1106
WCG Wealth Advisors
Nevada
$1.29M +$9.89K +139 +0.7%
LCM
1107
Logan Capital Management
Pennsylvania
$1.29M -$7.61K -107 -0.6%
FLI
1108
Family Legacy Inc
South Carolina
$1.29M +$7.47K +105 +0.6%
GSB
1109
Greenfield Savings Bank
Massachusetts
$1.29M +$36.4K +512 +3%
EWA
1110
EverSource Wealth Advisors
Alabama
$1.29M +$531K +7,462 +67%
FFN
1111
Focus Financial Network
Minnesota
$1.29M -$36.5K -513 -3%
PVI
1112
Pine Valley Investments
New Jersey
$1.29M +$997K +14,013 +305%
SWM
1113
Spire Wealth Management
Virginia
$1.28M -$143K -2,004 -10%
CP
1114
CenterBook Partners
Connecticut
$1.28M -$196K -2,757 -13%
STC
1115
Sarah T. Connolly
$1.28M -$166K -2,328 -11%
IIL
1116
Insight Inv LLC
California
$1.28M +$21.3K +300 +2%
CAM
1117
Columbia Asset Management
Michigan
$1.27M -$87.9K -1,236 -6%
SWA
1118
SFMG Wealth Advisors
Texas
$1.27M -$11.5K -162 -0.9%
SFWA
1119
Summit Financial Wealth Advisors
Louisiana
$1.26M +$40.6K +570 +3%
DSC
1120
Duncker Streett & Co
Missouri
$1.26M – – –
SAM
1121
Sawgrass Asset Management
Florida
$1.26M – – –
GVAG
1122
Great Valley Advisor Group
Delaware
$1.26M -$88.9K -1,250 -6%
OA
1123
Oak Associates
Ohio
$1.26M +$228K +3,200 +21%
BDWCC
1124
B&D White Capital Company
Texas
$1.26M +$1.29M +18,200 New
HVIA
1125
Hudson Valley Investment Advisors
New York
$1.25M -$53.4K -750 -4%
43 44
45
46 47