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Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
2551
Central Valley Advisors
California
$332K +$25.3K +369 +9%
APW
2552
Austin Private Wealth
Texas
$332K -$3.42K -50 -1%
PMG
2553
Private Management Group
California
$332K -$11.6K -170 -4%
CGFA
2554
Colton Groome Financial Advisors
North Carolina
$331K – – –
OAS
2555
Optivise Advisory Services
Tennessee
$331K -$40.7K -594 -11%
IIA
2556
Integral Investment Advisors
California
$331K +$41.3K +603 +15%
HFP
2557
Holistic Financial Partners
Indiana
$330K +$70.9K +1,035 +29%
MW
2558
MBL Wealth
North Carolina
$330K +$5.48K +80 +2%
HCP
2559
Holt Capital Partners
Texas
$329K +$4.11K +60 +1%
CCM
2560
Chiron Capital Management
Florida
$329K +$9.31K +136 +3%
FPCG
2561
Fort Pitt Capital Group
Pennsylvania
$329K +$3.83K +56 +1%
TFM
2562
TFC Financial Management
Massachusetts
$329K +$11.8K +172 +4%
CPCP
2563
Cedar Point Capital Partners
Iowa
$329K -$4.11K -60 -1%
S
2564
Sachetta
Massachusetts
$328K – – –
RA
2565
Riversedge Advisors
Delaware
$327K -$5.62K -82 -2%
VWMG
2566
Virginia Wealth Management Group
Virginia
$327K – – –
WS
2567
Wela Strategies
Georgia
$327K -$39K -569 -11%
CPRC
2568
Consolidated Portfolio Review Corp
New York
$326K +$7.12K +104 +2%
BEAM
2569
Baker Ellis Asset Management
Washington
$325K +$77K +1,125 +33%
SAM
2570
Strategy Asset Managers
California
$324K +$309K +4,514 New
BWFA
2571
Baltimore-Washington Financial Advisors
Maryland
$324K -$5.75K -84 -2%
PFA
2572
Pathway Financial Advisors
Vermont
$324K – – –
NWAG
2573
Net Worth Advisory Group
Utah
$323K +$308K +4,500 New
DWA
2574
Delos Wealth Advisors
Texas
$323K -$548 -8 -0.2%
SI
2575
Stonekeep Investments
New Mexico
$323K – – –
101 102
103
104 105