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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
901
Moneta Group Investment Advisors
Missouri
$312K -$179K -13,966 -38%
BC
902
Burney Company
Virginia
$311K -$8.22K -640 -2%
KIA
903
KCM Investment Advisors
California
$309K +$9.47K +737 +3%
PWM
904
Purus Wealth Management
California
$309K -$39.5K -3,078 -10%
NC
905
NovaPoint Capital
Georgia
$308K -$396K -30,809 -54%
CP
906
Camelot Portfolios
Ohio
$307K -$26.6K -2,074 -7%
MWA
907
MFA Wealth Advisors
Pennsylvania
$305K -$141K -10,990 -30%
GCM
908
Gables Capital Management
Florida
$303K -$45K -3,500 -12%
LPAM
909
Lodestar Private Asset Management
California
$303K +$335K +26,067 New
IRC
910
Investors Research Corp
Georgia
$303K -$28.3K -2,199 -8%
MCP
911
Mirador Capital Partners
California
$303K -$8.78K -683 -3%
CT
912
Clearstead Trust
Maine
$303K +$2.3K +179 +0.7%
DT
913
Diversified Trust
Tennessee
$302K -$293K -22,831 -47%
VWA
914
V Wealth Advisors
Kansas
$300K +$15.2K +1,186 +5%
WAS
915
WESPAC Advisors SoCal
California
$300K +$332K +25,830 New
MS
916
Maven Securities
Jersey
$300K +$45.6K +3,550 +16%
TWM
917
TMD Wealth Management
Arizona
$300K +$331K +25,770 New
WCA
918
Westover Capital Advisors
Delaware
$299K -$4.91K -382 -1%
MBT
919
Montecito Bank & Trust
California
$299K – – –
SFWA
920
Summit Financial Wealth Advisors
Louisiana
$299K +$23.1K +1,800 +8%
RCM
921
Rain Capital Management
Oregon
$298K +$329K +25,583 New
KC
922
Kades & Cheifetz
Pennsylvania
$297K +$328K +25,552 New
BMC
923
Beaton Management Company
Massachusetts
$297K -$4.11K -320 -1%
ASFA
924
All Season Financial Advisors
Colorado
$296K -$6.58K -512 -2%
SCA
925
Stonebridge Capital Advisors
Minnesota
$295K -$77.1K -6,000 -19%
35 36
37
38 39