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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2801
Savvy Advisors Inc
New York
$442K +$149K +986 +54%
ACC
2802
Acorn Creek Capital
Colorado
$441K -$65K -431 -13%
GA
2803
Geller Advisors
New York
$439K -$38.8K -257 -8%
ACM
2804
Avalon Capital Management
California
$439K +$10.4K +69 +3%
PMSA
2805
Patrick M. Sweeney & Associates
Illinois
$437K +$22.9K +152 +6%
PTC
2806
Petrus Trust Company
Texas
$437K +$57.8K +383 +16%
LRWA
2807
Long Run Wealth Advisors
New York
$436K +$23.1K +153 +6%
TAM
2808
Tucker Asset Management
Colorado
$436K +$65.2K +432 +19%
CWA
2809
CJM Wealth Advisers
Virginia
$435K -$102K -678 -20%
FPWM
2810
FSB Premier Wealth Management
Iowa
$435K +$45.9K +304 +12%
AM
2811
Atwater Malick
Pennsylvania
$435K – – –
AWM
2812
Aprio Wealth Management
Georgia
$434K +$202K +1,340 +95%
SCA
2813
Stillwater Capital Advisors
Pennsylvania
$433K +$3.77K +25 +0.9%
NAG
2814
Northstar Advisory Group
New Jersey
$432K +$32.6K +216 +9%
ACM
2815
AUA Capital Management
Pennsylvania
$430K +$9.05K +60 +2%
AWA
2816
Alta Wealth Advisors
Massachusetts
$429K -$23.4K -155 -5%
RSA
2817
River Street Advisors
Illinois
$429K +$32K +212 +8%
PO
2818
Private Ocean
California
$428K -$24.3K -161 -6%
BCG
2819
Breakwater Capital Group
New Jersey
$427K +$13.6K +90 +3%
FS
2820
Ferguson Shapiro
Georgia
$427K +$755 +5 +0.2%
IPWA
2821
International Private Wealth Advisors
California
$427K +$157K +1,041 +63%
SMG
2822
Smart Money Group
Texas
$427K -$276K -1,832 -41%
SR
2823
Syntax Research
Florida
$426K +$402K +2,667 +7,620%
CFS
2824
Coordinated Financial Services
Colorado
$426K +$408K +2,701 New
BEC
2825
Blue Edge Capital
Virginia
$426K – – –
111 112
113
114 115