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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
851
Forvis Mazars Wealth Advisors
Missouri
$96K -$39.8K -4,471 -26%
HI
852
Hudock Inc
Pennsylvania
$95K -$3.75K -421 -3%
KIA
853
KCM Investment Advisors
California
$95K +$13.4K +1,500 +14%
FA
854
FCG Advisors
New Jersey
$95K +$110K +12,369 New
TAM
855
Trust Asset Management
Texas
$94K – – –
BPA
856
Beacon Pointe Advisors
California
$94K +$109K +12,260 New
ESB
857
Essex Savings Bank
Connecticut
$94K +$110K +12,300 New
HWA
858
HHM Wealth Advisors
Tennessee
$94K +$110K +12,349 New
BSW
859
Buckingham Strategic Wealth
Missouri
$93K -$13.1K -1,467 -11%
AUB
860
Atlantic Union Bankshares
Virginia
$93K – – –
P
861
&Partners
Tennessee
$93K +$108K +12,125 New
MGIA
862
Moneta Group Investment Advisors
Missouri
$93K +$108K +12,157 New
AWM
863
Aries Wealth Management
Maine
$92K -$118K -13,282 -53%
MOS
864
MGO One Seven
Ohio
$92K -$34.5K -3,875 -24%
DA
865
Doliver Advisors
Texas
$92K – – –
AWM
866
Altium Wealth Management
New York
$92K +$107K +11,968 New
PCA
867
Personal Capital Advisors
California
$92K +$108K +12,084 New
CL
868
CPWM LLC
Washington
$91K -$618K -69,362 -85%
BUB
869
BBVA USA Bancshares
Texas
$91K -$91.5K -10,261 -46%
GI
870
Gradient Investments
Minnesota
$91K -$39.7K -4,453 -27%
DBIA
871
Dumont & Blake Investment Advisors
New Jersey
$91K -$34.1K -3,831 -24%
FGC
872
Financial Gravity Companies
Texas
$91K +$92.6K +10,389 New
GC
873
Grimes & Company
Massachusetts
$90K -$128K -14,388 -55%
CPSAC
874
Chas P. Smith & Associates (CPS)
Florida
$90K -$89.1K -10,000 -46%
JWM
875
JGP Wealth Management
Oregon
$89K -$54.1K -6,070 -34%
33 34
35
36 37