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Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2151
Gilliland Jeter Wealth Management
Arkansas
$475K +$1.81K +6 +0.4%
GI
2152
GLOBALT Investments
Georgia
$474K +$464K +1,540 New
CPW
2153
Cove Private Wealth
New York
$474K +$209K +694 +82%
FWP
2154
Flatrock Wealth Partners
California
$472K +$461K +1,530 New
DW30
2155
Drucker Wealth 3.0
New Jersey
$471K +$42.2K +140 +10%
SAA
2156
Southeast Asset Advisors
Georgia
$471K – – –
AA
2157
Alesco Advisors
New York
$468K -$301 -1 -0.1%
TWM
2158
Topsail Wealth Management
North Carolina
$468K +$8.73K +29 +2%
WAL
2159
W Advisors LLC
Tennessee
$467K – – –
HIM
2160
Hanlon Investment Management
New Jersey
$467K +$24.1K +80 +6%
LAM
2161
Lewis Asset Management
California
$466K +$903 +3 +0.2%
HA
2162
Huntleigh Advisors
Missouri
$466K -$3.61K -12 -0.8%
KCPG
2163
Kavar Capital Partners Group
Kansas
$466K -$8.43K -28 -2%
G
2164
GenTrust
Florida
$466K +$146K +484 +47%
CRIG
2165
Charter Research & Investment Group
Connecticut
$465K – – –
TIM
2166
Tortoise Investment Management
New York
$464K -$2.71K -9 -0.6%
CFG
2167
Carter Financial Group
Illinois
$464K +$41.9K +139 +10%
AA
2168
Alpha Advisors
Virginia
$464K +$30.1K +100 +7%
AAA
2169
Andrews Advisory Associates
Hawaii
$464K +$453K +1,505 New
ARG
2170
Advisory Resource Group
Oklahoma
$463K -$3.31K -11 -0.7%
PH
2171
Pinnacle Holdings
Oklahoma
$463K -$1.51K -5 -0.3%
SN
2172
Sittner & Nelson
Oregon
$461K +$35.8K +119 +9%
HFF
2173
Halter Ferguson Financial
Indiana
$461K – – –
BFO
2174
Biltmore Family Office
North Carolina
$460K +$31K +103 +7%
SHGA
2175
Sand Hill Global Advisors
California
$459K +$13.2K +44 +3%
85 86
87
88 89