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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1301
Greykasell Wealth Strategies
California
$360K +$363 +1 +0.1%
HFS
1302
Hantz Financial Services
Michigan
$360K -$2.91K -8 -0.7%
ZCP
1303
Z3 Capital Partners
Virginia
$359K -$41.1K -113 -9%
NHT
1304
New Hampshire Trust
New Hampshire
$357K -$14.9K -41 -3%
PK
1305
Pflug Koory
Nebraska
$357K -$1.09K -3 -0.3%
GCM
1306
Gallacher Capital Management
Colorado
$357K +$415K +1,141 New
MCCP
1307
Mission Creek Capital Partners
California
$356K +$45.4K +125 +7%
BWM
1308
BigSur Wealth Management
Florida
$352K – – –
AI
1309
Accredited Investors
Minnesota
$352K +$154K +424 +61%
VWA
1310
Visionary Wealth Advisors
Illinois
$351K -$27.6K -76 -6%
UCB
1311
United Community Bank
South Carolina
$351K -$37.4K -103 -8%
NCM
1312
Narwhal Capital Management
Georgia
$351K – – –
OL
1313
Optas LLC
Texas
$350K +$15.6K +43 +4%
ALC
1314
Alexander Labrunerie & Co
Missouri
$350K – – –
SW
1315
SVB Wealth
Massachusetts
$346K +$28.3K +78 +8%
GI
1316
Gradient Investments
Minnesota
$346K +$197K +542 +96%
ECM
1317
Estabrook Capital Management
New York
$345K -$33.8K -93 -8%
KFA
1318
Kapstone Financial Advisors
Ohio
$344K – – –
TPI
1319
Trust Point Inc
Wisconsin
$344K +$5.81K +16 +1%
LA
1320
LVW Advisors
New York
$344K -$9.81K -27 -2%
IRP
1321
Investment Research Partners
Pennsylvania
$344K +$44.3K +122 +13%
FFG
1322
Forum Finance Group
$342K – – –
DT
1323
DV Trading
Illinois
$342K -$1.43M -3,944 -78%
LIA
1324
LBMC Investment Advisors
Tennessee
$341K – – –
SL
1325
Summitry LLC
California
$341K +$42.5K +117 +12%
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