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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWP
751
Cedar Cove Wealth Partners
Minnesota
$330K +$342K +1,458 New
AA
752
Alta Advisers
United Kingdom
$330K -$84.4K -360 -20%
SP
753
SmartHarvest Portfolios
Washington
$330K +$342K +1,457 New
VCM
754
Virtue Capital Management
Tennessee
$326K -$27.7M -117,978 -99%
CA
755
Claro Advisors
Massachusetts
$324K +$335K +1,430 New
NIWA
756
New Insight Wealth Advisors
California
$323K -$7.74K -33 -2%
SWM
757
SHP Wealth Management
Massachusetts
$323K +$334K +1,426 New
GSC
758
Ground Swell Capital
South Carolina
$320K -$62.2K -265 -16%
UB
759
UMB Bank
Missouri
$320K +$26.5K +113 +9%
DC
760
Davenport & Co
Virginia
$319K +$35.7K +152 +12%
EA
761
Everpar Advisors
Oklahoma
$319K +$3.75K +16 +1%
MGWM
762
Marks Group Wealth Management
Minnesota
$319K +$330K +1,407 New
SWA
763
Stratos Wealth Advisors
Ohio
$318K -$2.97M -12,644 -90%
HNB
764
Huntington National Bank
Ohio
$318K +$43.6K +186 +15%
CFA
765
Churchill Financial Advisors
Kentucky
$318K +$329K +1,404 New
BAM
766
Blueshift Asset Management
New Jersey
$317K +$45.5K +194 +16%
AWP
767
Abacus Wealth Partners
California
$316K +$328K +1,397 New
CT
768
Caldwell Trust
Florida
$315K +$178K +759 +120%
FEM
769
Fulcrum Equity Management
Texas
$314K -$4.69K -20 -1%
AHL
770
Abel Hall LLC
Louisiana
$311K +$322K +1,372 New
WRPWM
771
Werba Rubin Papier Wealth Management
California
$309K -$5.63K -24 -2%
CA
772
Clearstead Advisors
Ohio
$308K -$292K -1,245 -48%
VCM
773
Voleon Capital Management
California
$307K -$2.24M -9,549 -88%
FIA
774
Foundations Investment Advisors
Arizona
$304K -$396K -1,689 -56%
MK
775
MASTERINVEST Kapitalanlage
$304K – – –
29 30
31
32 33