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Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1501
Intrust Bank
Kansas
$65K -$362K -11,148 -84%
TP
1502
Tranquility Partners
Tennessee
$65K +$65 +2 +0.1%
GI
1503
Gradient Investments
Minnesota
$65K +$3.06K +94 +5%
BW
1504
Bison Wealth
Georgia
$65K +$68K +2,093 New
CTI
1505
Community Trust & Investment
Kentucky
$65K +$68.2K +2,097 New
NEGWA
1506
New England Guild Wealth Advisors
Connecticut
$64K -$813 -25 -1%
PCA
1507
Peddock Capital Advisors
Massachusetts
$64K – – –
PFS
1508
Physicians Financial Services
North Carolina
$64K +$130 +4 +0.2%
AWA
1509
ARS Wealth Advisors
Florida
$64K +$66.5K +2,047 New
LCS
1510
Levin Capital Strategies
New York
$64K +$67.1K +2,065 New
VAS
1511
Vestmark Advisory Solutions
Massachusetts
$64K +$67.3K +2,069 New
BFPW
1512
BOK Financial Private Wealth
Colorado
$64K +$67.5K +2,076 New
FP
1513
Financial Perspectives
Minnesota
$63.9K +$33 +1 +0%
FBB
1514
Fulton Breakefield Broenniman
Maryland
$63K -$13K -401 -16%
EGA
1515
E&G Advisors
Texas
$63K -$5.23K -161 -7%
ACM
1516
Anfield Capital Management
California
$63K – – –
CC
1517
Cornerstone Capital
California
$63K – – –
SHWM
1518
Smith & Howard Wealth Management
Georgia
$63K – – –
VRM
1519
Vectors Research Management
New York
$63K – – –
BIAS
1520
Beacon Investment Advisory Services
New Jersey
$63K +$33 +1 +0%
SSWM
1521
Sheets Smith Wealth Management
North Carolina
$63K +$65.6K +2,019 New
AWC
1522
Abundance Wealth Counselors
Pennsylvania
$63K +$65.9K +2,026 New
SBF
1523
Sara-Bay Financial
Florida
$63K +$66.2K +2,037 New
RMSCM
1524
R.M. Sincerbeaux Capital Management
New York
$63K +$66.4K +2,043 New
UAM
1525
UAS Asset Management
New York
$62K -$97.8K -3,010 -60%
59 60
61
62 63