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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2201
Greatmark Investment Partners
Georgia
$449K +$42K +380 +10%
IA
2202
Independence Advisors
Pennsylvania
$447K +$442 +4 +0.1%
NAM
2203
Nexpoint Asset Management
Texas
$446K -$552K -5,000 -56%
PAS
2204
Professional Advisory Services
Florida
$446K -$21.5K -195 -5%
KA
2205
Klingman & Associates
New York
$445K -$16.9K -153 -4%
SF
2206
Symphony Financial
Texas
$444K +$440K +3,983 New
W
2207
WealthStone
Ohio
$441K +$437K +3,959 New
FBT
2208
First Bank & Trust
South Dakota
$441K -$20.8K -188 -5%
WCWM
2209
Willow Creek Wealth Management
California
$440K -$51.7K -468 -11%
AFAS
2210
Acorn Financial Advisory Services
Virginia
$437K +$109K +987 +34%
PIA
2211
Pinion Investment Advisors
Kansas
$436K -$44.2K -400 -9%
SWA
2212
Sutton Wealth Advisors
Florida
$434K +$18.2K +165 +4%
IF
2213
IRON Financial
Illinois
$433K +$42.6K +386 +11%
RMC
2214
Regis Management Company
California
$432K – – –
ACA
2215
Affinity Capital Advisors
California
$432K -$32.5K -294 -7%
CF
2216
Corrigan Financial
Rhode Island
$432K +$2.65K +24 +0.6%
MA
2217
MONECO Advisors
Connecticut
$431K +$4.97K +45 +1%
CWM
2218
Chesapeake Wealth Management
Virginia
$430K -$1.44K -13 -0.3%
MCM
2219
McRae Capital Management
New Jersey
$429K +$1.77K +16 +0.4%
CWG
2220
Cornerstone Wealth Group
North Carolina
$429K +$6.62K +60 +2%
PPWM
2221
PFG Private Wealth Management
Florida
$429K +$21.7K +197 +5%
OL
2222
Optas LLC
Texas
$429K +$93.9K +851 +28%
LWA
2223
Lineweaver Wealth Advisors
Ohio
$429K +$111K +1,007 +35%
RPWA
2224
Regent Peak Wealth Advisors
Georgia
$427K -$24.3K -220 -5%
EPA
2225
Element Pointe Advisors
Florida
$427K +$38.6K +350 +10%
87 88
89
90 91