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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1751
WestHill Financial Advisors
California
$711K +$699K +7,007 New
OFA
1752
Oak Family Advisors
Illinois
$710K +$11.7K +117 +2%
RB
1753
Renasant Bank
Mississippi
$708K -$16.9K -169 -2%
ACI
1754
Alpha Cubed Investments
California
$708K +$15.1K +151 +2%
THWM
1755
Taylor Hoffman Wealth Management
Virginia
$706K – – –
CGA
1756
Crescent Grove Advisors
Illinois
$704K -$151K -1,512 -18%
FPB
1757
First PREMIER Bank
South Dakota
$702K +$59.9K +601 +10%
MCM
1758
Maple Capital Management
Vermont
$701K +$143K +1,434 +26%
TAIM
1759
TD Ameritrade Investment Management
Nebraska
$699K -$51.8K -519 -5%
SWA
1760
SOA Wealth Advisors
New York
$699K -$8.28K -83 -1%
PTC
1761
Philadelphia Trust Company
Pennsylvania
$698K -$73.3K -735 -10%
GSWM
1762
Golden State Wealth Management
California
$698K -$4.79K -48 -0.7%
RWB
1763
RMR Wealth Builders
New Jersey
$698K +$31.1K +312 +5%
RP
1764
Rice Partnership
Hawaii
$697K -$202K -2,025 -23%
SWMP
1765
Signature Wealth Management Partners
New Jersey
$694K – – –
OL
1766
Optas LLC
Texas
$692K -$92K -922 -12%
FNBOSM
1767
First National Bank of South Miami
Florida
$692K -$56.4K -565 -8%
VIA
1768
Vident Investment Advisory
Georgia
$690K +$82.3K +825 +14%
MA
1769
MBA Advisors
Pennsylvania
$689K -$68.5K -687 -9%
IA
1770
IndexIQ Advisors
New York
$689K +$512K +5,135 +310%
DJSG
1771
D.J. St. Germain
Massachusetts
$688K -$4.29K -43 -0.6%
BCP
1772
Berkeley Capital Partners
Georgia
$688K +$391K +3,918 +137%
LWA
1773
Lineweaver Wealth Advisors
Ohio
$687K +$223K +2,233 +49%
TFS
1774
TrustCore Financial Services
Tennessee
$686K -$5.88K -59 -0.9%
WW
1775
Westshore Wealth
California
$685K -$881K -8,829 -57%
69 70
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