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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3651
Cypress Capital
Tennessee
$215K +$18.4K +121 +9%
DAS
3652
Daybright Advisory Services
Florida
$215K +$215K +1,411 New
AGA
3653
Accuvest Global Advisors
Utah
$215K -$38.1K -250 -15%
SIAM
3654
Sterling Investment Advisors (Missouri)
Missouri
$215K – – –
BWA
3655
Bestgate Wealth Advisors
Maryland
$215K -$21.6K -142 -9%
VC
3656
Veery Capital
Delaware
$215K +$215K +1,409 New
MIM
3657
Meixler Investment Management
Arizona
$215K -$3.2K -21 -1%
HNWA
3658
Henrickson Nauta Wealth Advisors
Michigan
$214K +$208K +1,368 New
SIC
3659
Sage Investment Counsel
Tennessee
$214K – – –
AF
3660
AtlasMark Financial
Texas
$214K – – –
FPTW
3661
Franklin, Parlapiano, Turner & Welch
Texas
$214K +$196K +1,285 New
AFAS
3662
Acorn Financial Advisory Services
Virginia
$214K +$214K +1,402 New
ACM
3663
Avalon Capital Management
California
$214K -$107K -700 -33%
TFA
3664
TPG Financial Advisors
Oregon
$214K +$213K +1,401 New
FI
3665
Financial Insights
Washington
$213K -$24.1K -158 -10%
CPWL
3666
Coquina Private Wealth LLC
Florida
$213K +$212K +1,395 New
WAU
3667
Wellington-Altus USA
Manitoba, Canada
$212K +$212K +1,391 New
HB
3668
Horizon Bancorp
Indiana
$212K -$7.92K -52 -4%
AC
3669
Annandale Capital
Texas
$212K – – –
WAOI
3670
Wealth Advisors of Iowa
Iowa
$211K – – –
FFWM
3671
Future Financial Wealth Management
Ohio
$211K +$5.48K +36 +3%
RWI
3672
Red Wave Investments
Pennsylvania
$211K – – –
CWM
3673
Circle Wealth Management
New Jersey
$211K -$305 -2 -0.1%
PWAC
3674
Private Wealth Advisors (California)
California
$210K +$11.7K +77 +6%
WRCM
3675
Western Reserve Capital Management
Ohio
$210K +$210K +1,380 New
145 146
147
148 149