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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1901
Blue Trust Inc
Georgia
$322K +$99.1K +1,001 +40%
BWP
1902
Balboa Wealth Partners
Arizona
$322K +$335K +3,380 New
SFA
1903
Semmax Financial Advisors
North Carolina
$321K -$22.5K -227 -7%
TC
1904
Trilogy Capital
California
$321K +$58K +586 +21%
AL
1905
Aspiriant LLC
California
$321K +$62.7K +633 +23%
TLFA
1906
True Link Financial Advisors
California
$319K – – –
WFAG
1907
Wescott Financial Advisory Group
Pennsylvania
$317K +$21.9K +221 +7%
SW
1908
Solidarity Wealth
Utah
$316K +$297 +3 +0.1%
WIC
1909
Woodmont Investment Counsel
Tennessee
$316K +$51.5K +520 +19%
SIG
1910
Spinnaker Investment Group
California
$316K +$71.6K +723 +28%
ACM
1911
Alethea Capital Management
Washington
$315K – – –
HCP
1912
Hexagon Capital Partners
Arkansas
$313K -$147K -1,486 -31%
SVWAG
1913
Sound View Wealth Advisors Group
Georgia
$313K -$59.4K -600 -15%
CB
1914
CNB Bank
Pennsylvania
$313K -$44.2K -447 -12%
RWP
1915
RWA Wealth Partners
Massachusetts
$313K +$99 +1 +0%
FB
1916
First Bancorp
Maine
$312K -$26.9K -272 -8%
IAP
1917
Indie Asset Partners
Indiana
$312K – – –
DWM
1918
Doyle Wealth Management
Florida
$311K +$30.5K +308 +10%
RP
1919
Riverwater Partners
Wisconsin
$309K -$1.29K -13 -0.4%
FVWA
1920
Foster Victor Wealth Advisors
South Carolina
$308K -$10.3K -104 -3%
SWA
1921
Sax Wealth Advisors
New Jersey
$307K -$1.88K -19 -0.6%
CMS
1922
Capital Market Strategies
Florida
$307K +$4.36K +44 +1%
KA
1923
KLCM Advisors
Wisconsin
$307K +$95.2K +962 +43%
FNC
1924
First National Corp
Massachusetts
$306K -$8.91K -90 -3%
APW
1925
Aurora Private Wealth
New Jersey
$306K +$1.39K +14 +0.4%
75 76
77
78 79