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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2501
Latitude Advisors
Florida
$976K -$188K -459 -15%
PWA
2502
Prairie Wealth Advisors
Nebraska
$976K +$106K +260 +12%
VAG
2503
VisionPoint Advisory Group
Texas
$975K -$199K -487 -16%
FAFN
2504
First Affirmative Financial Network
Colorado
$975K +$56.8K +139 +6%
GWMR
2505
GC Wealth Management RIA
Massachusetts
$973K -$815K -1,994 -44%
EB
2506
Exchange Bank
California
$972K +$5.31K +13 +0.5%
EIP
2507
Ellis Investment Partners
Pennsylvania
$971K +$1.23K +3 +0.1%
SNB
2508
Security National Bank
Nebraska
$971K -$53.5K -131 -5%
NAAA
2509
New Age Alpha Advisors
New York
$970K +$1.01M +2,466 +8,807%
PEA
2510
Park Edge Advisors
Ohio
$968K – – –
FFA
2511
Fragasso Financial Advisors
Pennsylvania
$968K +$23.7K +58 +2%
FHC
2512
First Heartland Consultants
Missouri
$963K -$170K -415 -14%
RCA
2513
Roberts Capital Advisors
Colorado
$962K – – –
AWA
2514
Amplius Wealth Advisors
Pennsylvania
$962K +$18.4K +45 +2%
RIM
2515
Redwood Investment Management
Arizona
$960K +$222K +543 +28%
RA
2516
Rational Advisors
New York
$960K -$1.24M -3,033 -55%
WIM
2517
Waverton Investment Management
United Kingdom
$959K -$493K -1,206 -33%
HNB
2518
Hilltop National Bank
Wyoming
$958K -$50.7K -124 -5%
GSIAS
2519
Garden State Investment Advisory Services
New Jersey
$956K -$129K -316 -11%
CCM
2520
Chiron Capital Management
Florida
$954K +$8.99K +22 +0.9%
DSAM
2521
Dock Street Asset Management
Florida
$951K – – –
HR
2522
Howe & Rusling
New York
$951K -$170K -416 -15%
CCT
2523
Capital City Trust
Florida
$948K -$22.9K -56 -2%
CNTOF
2524
Canandaigua National Trust of Florida
New York
$948K +$108K +265 +12%
FPW
2525
Flagship Private Wealth
Massachusetts
$946K – – –
99 100
101
102 103