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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2076
Elevated Capital Advisors
Utah
$1.54M -$39.8K -102 -2%
AT
2077
Arlington Trust
Alabama
$1.53M -$46K -118 -3%
KWM
2078
Keebeck Wealth Management
Illinois
$1.53M -$2.35M -6,027 -59%
CCA
2079
Clearwater Capital Advisors
Illinois
$1.53M -$342K -877 -17%
SIS
2080
Sound Income Strategies
Florida
$1.53M +$12.5K +32 +0.8%
AAG
2081
Armstrong Advisory Group
Massachusetts
$1.52M – – –
RFA
2082
Register Financial Advisors
Georgia
$1.52M +$25.7K +66 +2%
CT
2083
Coastline Trust
Rhode Island
$1.52M +$204K +523 +14%
RIA
2084
Richwood Investment Advisors
Ohio
$1.52M +$86.1K +221 +6%
WSA
2085
Warm Springs Advisors
California
$1.52M +$20.7K +53 +1%
TRIA
2086
Trail Ridge Investment Advisors
Colorado
$1.52M -$121K -311 -7%
SF
2087
Symphony Financial
Texas
$1.51M -$4.21M -10,813 -71%
ONST
2088
Old North State Trust
North Carolina
$1.51M – – –
GTAM
2089
Global Trust Asset Management
Florida
$1.51M -$25.3K -65 -2%
IIM
2090
Ipswich Investment Management
Massachusetts
$1.51M -$17.9K -46 -1%
CIM
2091
Corda Investment Management
Texas
$1.51M -$26.5K -68 -2%
DBRC
2092
D.B. Root & Company
Pennsylvania
$1.5M +$35.5K +91 +2%
LI
2093
Louisbourg Investments
New Brunswick, Canada
$1.5M – – –
HAC
2094
Harbor Advisory Corp
New Hampshire
$1.5M – – –
WHC
2095
Wulff, Hansen & Co
California
$1.49M +$4.29K +11 +0.3%
BP
2096
BWM Planning
Texas
$1.49M +$5.46K +14 +0.3%
RPCONE
2097
Retirement Planning Company of New England
Rhode Island
$1.49M -$37.4K -96 -2%
GC
2098
Gilbert & Cook
Iowa
$1.49M +$24.6K +63 +2%
GHA
2099
Granite Harbor Advisors
Texas
$1.49M +$58.5K +150 +4%
WC
2100
Westhampton Capital
North Carolina
$1.48M -$11.7K -30 -0.7%
82 83
84
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