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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
2501
Cardinal Strategic Wealth Guidance
Kentucky
$297K -$97.8K -1,022 -23%
ATWA
2502
Arbor Trust Wealth Advisors
Michigan
$297K -$21.5K -225 -6%
CFD
2503
Creative Financial Designs
Indiana
$295K -$22.1K -231 -6%
FVWA
2504
Foster Victor Wealth Advisors
South Carolina
$294K +$33K +345 +12%
WHC
2505
Wulff, Hansen & Co
California
$294K -$11K -115 -3%
SFG
2506
Sovereign Financial Group
Connecticut
$294K +$88.8K +928 +38%
CAS
2507
Coppell Advisory Solutions
Texas
$294K +$323K +3,381 New
CASC
2508
Coppell Advisory Solutions Corp
Texas
$294K +$323K +3,381 New
GWM
2509
Gray Wealth Management
Maine
$294K -$121K -1,265 -27%
TCA
2510
Trifecta Capital Advisors
Illinois
$294K +$323K +3,379 New
FWM
2511
Fairhaven Wealth Management
Illinois
$293K -$81.4K -851 -20%
AWM
2512
Ameliora Wealth Management
Switzerland
$293K – – –
1WM
2513
1900 Wealth Management
Texas
$292K – – –
ACA
2514
Affinity Capital Advisors
California
$292K +$6.6K +69 +2%
SAMC
2515
Spectrum Asset Management (California)
California
$292K +$1.91K +20 +0.6%
TVAMP
2516
Tennessee Valley Asset Management Partners
Tennessee
$291K +$22.6K +236 +8%
EWM
2517
Evermay Wealth Management
Virginia
$291K -$161K -1,680 -33%
BWA
2518
Blodgett Wealth Advisors
California
$291K -$143K -1,500 -31%
PGA
2519
Portland Global Advisors
Maine
$291K -$10.7K -112 -3%
HIGP
2520
Hill Investment Group Partners
Missouri
$290K +$319K +3,340 New
HZ
2521
Hixon Zuercher
Ohio
$289K -$116K -1,216 -27%
SPIO
2522
Seven Post Investment Office
California
$289K – – –
BMA
2523
Brooks Moore & Associates
Tennessee
$288K -$191K -2,001 -38%
ZB
2524
Zions Bancorporation
Utah
$288K -$1.11M -11,614 -78%
CCT
2525
Capital City Trust
Florida
$287K -$199K -2,084 -39%
99 100
101
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