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Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2576
Baltimore-Washington Financial Advisors
Maryland
$420K +$32.5K +124 +9%
SA
2577
Sovran Advisors
California
$420K -$21.7K -83 -6%
PWM
2578
Paulson Wealth Management
Illinois
$420K -$27.5K -105 -7%
GPA
2579
Guerra Pan Advisors
New Jersey
$420K – – –
CA
2580
Cambridge Advisors
Nebraska
$419K -$9.16K -35 -2%
NC
2581
North Capital
Utah
$419K +$262 +1 +0.1%
DA
2582
Detalus Advisors
Missouri
$418K – – –
JSL
2583
JT Stratford LLC
Georgia
$418K +$149K +570 +63%
WA
2584
Wealthstar Advisors
Texas
$418K -$286K -1,092 -42%
VFA
2585
Voya Financial Advisors
Connecticut
$417K -$51K -195 -12%
LTI
2586
Laffer Tengler Investments
Tennessee
$417K +$129K +491 +50%
WWC
2587
Waypoint Wealth Counsel
Georgia
$417K +$3.14K +12 +0.8%
NCM
2588
Nelson Capital Management
California
$417K -$1.57K -6 -0.4%
SWM
2589
Sagace Wealth Management
Florida
$416K +$386K +1,476 New
CP
2590
Canopy Partners
Ohio
$414K +$19.9K +76 +5%
AIA
2591
AssuredPartners Investment Advisors
Florida
$412K -$43.5K -166 -10%
ZAM
2592
Zevin Asset Management
Massachusetts
$412K +$168K +642 +79%
CV
2593
Counterweight Ventures
North Carolina
$412K -$28.8K -110 -7%
PA
2594
Perennial Advisors
New York
$411K +$381K +1,455 New
GCP
2595
Gill Capital Partners
Colorado
$410K -$121K -462 -24%
HI
2596
Humankind Investments
New York
$409K +$52.6K +201 +16%
TLCM
2597
Twin Lakes Capital Management
California
$409K -$27K -103 -7%
CMAI
2598
Capital Management Associates Inc
Minnesota
$408K +$379K +1,447 New
PWA
2599
Primoris Wealth Advisors
Florida
$408K +$2.09K +8 +0.6%
CP
2600
Castleview Partners
Texas
$408K +$28.3K +108 +8%
102 103
104
105 106