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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2576
Strata Wealth Advisors
Texas
$422K +$391K +1,495 New
BWFA
2577
Baltimore-Washington Financial Advisors
Maryland
$420K +$32.5K +124 +9%
SA
2578
Sovran Advisors
California
$420K -$21.7K -83 -6%
PWM
2579
Paulson Wealth Management
Illinois
$420K -$27.5K -105 -7%
GPA
2580
Guerra Pan Advisors
New Jersey
$420K – – –
CA
2581
Cambridge Advisors
Nebraska
$419K -$9.16K -35 -2%
NC
2582
North Capital
Utah
$419K +$262 +1 +0.1%
DA
2583
Detalus Advisors
Missouri
$418K – – –
JSL
2584
JT Stratford LLC
Georgia
$418K +$149K +570 +63%
WA
2585
Wealthstar Advisors
Texas
$418K -$286K -1,092 -42%
VFA
2586
Voya Financial Advisors
Connecticut
$417K -$51K -195 -12%
LTI
2587
Laffer Tengler Investments
Tennessee
$417K +$129K +491 +50%
WWC
2588
Waypoint Wealth Counsel
Georgia
$417K +$3.14K +12 +0.8%
NCM
2589
Nelson Capital Management
California
$417K -$1.57K -6 -0.4%
SWM
2590
Sagace Wealth Management
Florida
$416K +$386K +1,476 New
CP
2591
Canopy Partners
Ohio
$414K +$19.9K +76 +5%
AIA
2592
AssuredPartners Investment Advisors
Florida
$412K -$43.5K -166 -10%
ZAM
2593
Zevin Asset Management
Massachusetts
$412K +$168K +642 +79%
CV
2594
Counterweight Ventures
North Carolina
$412K -$28.8K -110 -7%
PA
2595
Perennial Advisors
New York
$411K +$381K +1,455 New
GCP
2596
Gill Capital Partners
Colorado
$410K -$121K -462 -24%
HI
2597
Humankind Investments
New York
$409K +$52.6K +201 +16%
TLCM
2598
Twin Lakes Capital Management
California
$409K -$27K -103 -7%
CMAI
2599
Capital Management Associates Inc
Minnesota
$408K +$379K +1,447 New
PWA
2600
Primoris Wealth Advisors
Florida
$408K +$2.09K +8 +0.6%
102 103
104
105 106