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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2101
TRUE Private Wealth Advisors
Oregon
$630K +$40K +383 +8%
GJIA
2102
Glass Jacobson Investment Advisors
Maryland
$628K -$23.2K -222 -4%
EWA
2103
Evolution Wealth Advisors
Florida
$625K -$243K -2,331 -31%
PPWM
2104
Paragon Private Wealth Management
Kentucky
$625K +$22.5K +215 +4%
RFG
2105
RFP Financial Group
Georgia
$624K -$13.4K -128 -2%
BSA
2106
Braun Stacey Associates
New York
$624K – – –
SWA
2107
SFMG Wealth Advisors
Texas
$623K +$93K +890 +21%
CA
2108
Carson Advisory
Georgia
$622K -$17.9K -171 -3%
GAM
2109
Grandview Asset Management
Pennsylvania
$622K -$18.1K -173 -3%
ZIM
2110
Zacks Investment Management
Illinois
$622K -$174K -1,670 -25%
PSCM
2111
Per Stirling Capital Management
Texas
$620K -$24.5K -235 -4%
BA
2112
Bluesphere Advisors
Pennsylvania
$620K +$418 +4 +0.1%
JSL
2113
JT Stratford LLC
Georgia
$619K +$218K +2,087 +70%
MWM
2114
Meritas Wealth Management
California
$618K – – –
SMA
2115
Sage Mountain Advisors
Georgia
$618K +$120K +1,150 +29%
PPW
2116
Presilium Private Wealth
Pennsylvania
$618K – – –
PFG
2117
Prosperity Financial Group
California
$617K +$1.67K +16 +0.3%
LG
2118
LaFleur & Godfrey
Michigan
$617K -$157K -1,505 -23%
GLR
2119
Great Lakes Retirement
Ohio
$615K +$525K +5,023 New
MCA
2120
MSH Capital Advisors
Arizona
$613K -$121K -1,159 -19%
BST
2121
Bath Savings Trust
Maine
$613K -$386K -3,696 -42%
BAM
2122
BOCHK Asset Management
Hong Kong
$612K – – –
PMA
2123
Prudent Man Advisors
Illinois
$610K -$10.9K -104 -2%
NCM
2124
Northside Capital Management
Oregon
$609K -$41.8K -400 -7%
AWM
2125
Aviso Wealth Management
Washington
$607K -$187K -1,794 -27%
83 84
85
86 87