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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1001
Sittner & Nelson
Oregon
$51.2K – – –
CCA
1002
Criterion Capital Advisors
Tennessee
$51K +$43.9K +1,420 New
BGAI
1003
Bruce G. Allen Investments
Colorado
$50K +$43.1K +1,393 New
QL
1004
Quarry LP
New York
$49.8K -$16.1K -522 -27%
CFO
1005
CVA Family Office
Colorado
$48.7K +$41.9K +1,355 New
SCM
1006
Silvant Capital Management
Georgia
$48.6K – – –
BTI
1007
Blue Trust Inc
Georgia
$47K +$25.1K +812 +135%
GIA
1008
GHP Investment Advisors
Colorado
$46.9K – – –
HWA
1009
Heritage Wealth Advisors
Virginia
$46.2K +$93 +3 +0.2%
AS
1010
Altshuler Shaham
Israel
$45.8K -$7.39K -239 -16%
VWM
1011
Venturi Wealth Management
Texas
$44.1K +$16.2K +525 +75%
MHR
1012
Matthew Hamilton Rosenberg
$43.4K -$37.2K -1,204 -50%
SWM
1013
Sugarloaf Wealth Management
Georgia
$42.4K +$31 +1 +0.1%
WTC
1014
WhitTier Trust Company
Nevada
$41.8K -$649 -21 -2%
NRG
1015
Nemes Rush Group
Michigan
$41.7K -$34.6K -1,119 -49%
WAM
1016
WFA Asset Management
Wisconsin
$41.6K +$62 +2 +0.2%
JWA
1017
JFS Wealth Advisors
Pennsylvania
$41.4K -$5.1K -165 -13%
WBC
1018
West Branch Capital
Massachusetts
$40.9K -$4.64K -150 -12%
HWA
1019
HHM Wealth Advisors
Tennessee
$40.1K -$6.53K -211 -16%
GIM
1020
Gold Investment Management
Alberta, Canada
$37.7K +$32.5K +1,050 New
RFA
1021
Resurgent Financial Advisors
Georgia
$37.3K +$4.24K +137 +15%
GWMIA
1022
Global Wealth Management Investment Advisory
Florida
$36K – – –
APW
1023
Acima Private Wealth
Virginia
$35.9K – – –
TVAMP
1024
Tennessee Valley Asset Management Partners
Tennessee
$35.7K +$30.8K +995 New
CSWM
1025
Cassady Schiller Wealth Management
Ohio
$35.2K -$48.1K -1,554 -61%
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