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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2501
Arbor Trust Wealth Advisors
Michigan
$297K -$21.5K -225 -6%
CFD
2502
Creative Financial Designs
Indiana
$295K -$22.1K -231 -6%
FVWA
2503
Foster Victor Wealth Advisors
South Carolina
$294K +$33K +345 +12%
WHC
2504
Wulff, Hansen & Co
California
$294K -$11K -115 -3%
SFG
2505
Sovereign Financial Group
Connecticut
$294K +$88.8K +928 +38%
CAS
2506
Coppell Advisory Solutions
Texas
$294K +$323K +3,381 New
CASC
2507
Coppell Advisory Solutions Corp
Texas
$294K +$323K +3,381 New
GWM
2508
Gray Wealth Management
Maine
$294K -$121K -1,265 -27%
TCA
2509
Trifecta Capital Advisors
Illinois
$294K +$323K +3,379 New
FWM
2510
Fairhaven Wealth Management
Illinois
$293K -$81.4K -851 -20%
AWM
2511
Ameliora Wealth Management
Switzerland
$293K – – –
1WM
2512
1900 Wealth Management
Texas
$292K – – –
ACA
2513
Affinity Capital Advisors
California
$292K +$6.6K +69 +2%
SAMC
2514
Spectrum Asset Management (California)
California
$292K +$1.91K +20 +0.6%
TVAMP
2515
Tennessee Valley Asset Management Partners
Tennessee
$291K +$22.6K +236 +8%
EWM
2516
Evermay Wealth Management
Virginia
$291K -$161K -1,680 -33%
BWA
2517
Blodgett Wealth Advisors
California
$291K -$143K -1,500 -31%
PGA
2518
Portland Global Advisors
Maine
$291K -$10.7K -112 -3%
HIGP
2519
Hill Investment Group Partners
Missouri
$290K +$319K +3,340 New
HZ
2520
Hixon Zuercher
Ohio
$289K -$116K -1,216 -27%
SPIO
2521
Seven Post Investment Office
California
$289K – – –
BMA
2522
Brooks Moore & Associates
Tennessee
$288K -$191K -2,001 -38%
ZB
2523
Zions Bancorporation
Utah
$288K -$1.11M -11,614 -78%
CCT
2524
Capital City Trust
Florida
$287K -$199K -2,084 -39%
AS
2525
Altshuler Shaham
Israel
$287K -$1.19M -12,400 -79%
99 100
101
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