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Name Holding Trade Value Shares
Change 		Change in
Stake
MRI
2551
Mad River Investors
Massachusetts
$231K – – –
DIP
2552
DT Investment Partners
Pennsylvania
$231K +$11K +120 +5%
TPWA
2553
Twin Peaks Wealth Advisors
California
$231K +$2.85K +31 +1%
BWL
2554
Bogart Wealth LLC
Virginia
$231K +$23.3K +253 +12%
CFD
2555
Creative Financial Designs
Indiana
$229K -$61.2K -665 -22%
CWP
2556
CFM Wealth Partners
Texas
$229K -$115K -1,245 -34%
SSWM
2557
Smith Salley Wealth Management
North Carolina
$229K +$219K +2,384 New
SFI
2558
SPC Financial Inc
Maryland
$229K -$7.18K -78 -3%
SFG
2559
Seamount Financial Group
Colorado
$229K – – –
RFN
2560
RDA Financial Network
Iowa
$229K -$5.7K -62 -3%
BL
2561
Balentine LLC
Georgia
$228K +$219K +2,375 New
TCWA
2562
Turtle Creek Wealth Advisors
Texas
$228K -$8.46K -92 -4%
AWM
2563
Avaii Wealth Management
Wisconsin
$228K -$13.1K -142 -6%
TI
2564
Truepoint Inc
Ohio
$228K +$7.64K +83 +4%
HWA
2565
Hilltop Wealth Advisors
North Carolina
$227K +$920 +10 +0.4%
GF
2566
Gries Financial
Ohio
$227K -$45K -489 -17%
EWM
2567
Executive Wealth Management
Michigan
$227K +$217K +2,359 New
AIMA
2568
Ables Iannone Moore & Associates
Georgia
$227K -$75.5K -821 -26%
IIM
2569
Ironwood Investment Management
Massachusetts
$227K – – –
FVWA
2570
Foster Victor Wealth Advisors
South Carolina
$227K +$3.59K +39 +2%
CCWM
2571
Correct Capital Wealth Management
Missouri
$227K -$32.2K -350 -13%
SIC
2572
SJS Investment Consulting
Ohio
$226K +$6.99K +76 +3%
HA
2573
Hofer & Associates
California
$226K -$43.2K -469 -17%
NIWA
2574
New Insight Wealth Advisors
California
$226K -$4.32K -47 -2%
FWM
2575
Fairhaven Wealth Management
Illinois
$226K – – –
101 102
103
104 105