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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1176
MMA Asset Management
Pennsylvania
$232K +$330K +17,369 New
TNA
1177
True North Advisors
Texas
$231K -$125K -6,562 -32%
WA
1178
WBH Advisory
Maryland
$231K +$63.5K +3,342 +27%
DOA
1179
D'Orazio & Associates
Virginia
$231K +$260K +13,663 New
SPWM
1180
Spartan Planning & Wealth Management
North Carolina
$231K +$260K +13,685 New
PPW
1181
Parcion Private Wealth
Washington
$230K -$78.2K -4,115 -23%
EFL
1182
ERn Financial LLC
Wisconsin
$230K -$13.7K -721 -5%
ITIM
1183
Indiana Trust & Investment Management
Indiana
$230K – – –
WAS
1184
Winch Advisory Services
Wisconsin
$230K +$12K +631 +5%
6F
1185
626 Financial
Michigan
$230K +$22.9K +1,204 +10%
SPWG
1186
Sage Private Wealth Group
Illinois
$230K +$25.6K +1,346 +11%
FF
1187
FourThought Financial
Florida
$229K – – –
T
1188
TNF
Montana
$228K +$12.1K +634 +4%
CTC
1189
Central Trust Company
Missouri
$228K +$42.7K +2,246 +20%
BA
1190
Ballast Advisors
Minnesota
$227K -$6.83K -359 -3%
IA
1191
IndexIQ Advisors
New York
$227K +$176K +9,262 +225%
SWA
1192
Stratos Wealth Advisors
Ohio
$225K -$45.9K -2,414 -15%
PP
1193
Patten & Patten
Tennessee
$225K -$25.9K -1,360 -9%
DWT
1194
Dorsey & Whitney Trust
South Dakota
$225K +$2.42K +127 +1%
TA
1195
TruWealth Advisors
Louisiana
$225K +$4.41K +232 +2%
MFG
1196
Merit Financial Group
Georgia
$225K +$56.4K +2,965 +29%
RCI
1197
RS Crum Inc
California
$224K +$1.41K +74 +0.6%
NFG
1198
Nadler Financial Group
Illinois
$223K -$61.8K -3,252 -20%
ACM
1199
Advisors Capital Management
New Jersey
$223K +$55.7K +2,930 +29%
CWA
1200
Clarus Wealth Advisors
Arizona
$223K +$59.5K +3,127 +27%
46 47
48
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