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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2101
Everpar Advisors
Oklahoma
$568K +$35.9K +342 +7%
S
2102
Sunpointe
Missouri
$567K +$32.5K +309 +6%
WAG
2103
Windsor Advisory Group
Ohio
$567K -$1.91M -18,207 -78%
TWM
2104
TCFG Wealth Management
California
$565K +$16.2K +154 +3%
AWG
2105
Altus Wealth Group
Colorado
$564K -$4.94K -47 -0.9%
MWM
2106
Meritas Wealth Management
California
$563K – – –
LRPA
2107
L. Roy Papp & Associates
Arizona
$562K – – –
GSAM
2108
Grant Street Asset Management
Pennsylvania
$560K -$10.5K -100 -2%
RBWA
2109
RFG - Bristol Wealth Advisors
Massachusetts
$560K +$528K +5,031 New
1WA
2110
180 Wealth Advisors
Washington
$560K -$20.9K -199 -4%
HDA
2111
Harold Davidson & Associates
California
$560K +$528K +5,025 New
EWA
2112
Exencial Wealth Advisors
Oklahoma
$559K +$735 +7 +0.1%
SAM
2113
Secure Asset Management
Michigan
$559K +$103K +985 +24%
PWPS
2114
Pinnacle Wealth Planning Services
Ohio
$559K -$159K -1,516 -23%
DS
2115
DRW Securities
Illinois
$558K -$1.3M -12,420 -71%
MCA
2116
MSH Capital Advisors
Arizona
$554K -$3.99K -38 -0.8%
DIP
2117
Davis Investment Partners
North Carolina
$552K -$10.5K -100 -2%
CCA
2118
Covey Capital Advisors
Georgia
$550K -$231K -2,197 -31%
IGAM
2119
iA Global Asset Management
Quebec, Canada
$548K +$39.2K +373 +8%
HIC
2120
Holderness Investments Company
North Carolina
$547K -$45.9K -437 -8%
AFA
2121
American Financial Advisors
Georgia
$547K -$42.9K -408 -8%
CP
2122
Clarendon Private
Massachusetts
$545K +$515K +4,899 New
BWM
2123
BankPlus Wealth Management
Mississippi
$545K +$514K +4,892 New
WMA
2124
Wealth Management Associates
New Jersey
$545K -$22.2K -211 -4%
LBC
2125
Leigh Baldwin & Co
New York
$544K +$513K +4,886 New
83 84
85
86 87