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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1676
Transamerica Financial Advisors
Florida
$1.15M +$79.5K +1,141 +7%
MAWA
1677
Moss Adams Wealth Advisors
Washington
$1.15M +$33K +473 +3%
NCM
1678
Next Capital Management
New York
$1.15M – – –
GAAM
1679
Guinness Atkinson Asset Management
California
$1.15M -$24.7K -355 -2%
EFA
1680
Evernest Financial Advisors
Indiana
$1.14M -$28.4K -407 -3%
FIB
1681
First Interstate Bank
Montana
$1.14M -$91.7K -1,316 -7%
ECM
1682
EagleClaw Capital Management
Massachusetts
$1.14M – – –
CGL
1683
Clarius Group LLC
Washington
$1.14M -$6K -86 -0.5%
HWA
1684
Heritage Wealth Advisors
Virginia
$1.14M +$209 +3 +0%
GA
1685
Greenspring Advisors
Maryland
$1.14M +$629K +9,027 +125%
GFA
1686
Gallagher Fiduciary Advisors
Illinois
$1.13M +$45.6K +654 +4%
CFCI
1687
Comprehensive Financial Consultants Institutional
Indiana
$1.13M -$5.09K -73 -0.4%
PE
1688
PCM Encore
Colorado
$1.13M +$1.13M +16,198 New
SP
1689
SmartHarvest Portfolios
Washington
$1.13M +$1.13M +16,167 New
WQ
1690
Wealth Quarterback
New Jersey
$1.13M +$21.5K +309 +2%
CAC
1691
Core Alternative Capital
Georgia
$1.13M +$207K +2,968 +22%
FFBTD
1692
First Financial Bank - Trust Division
Ohio
$1.13M +$165K +2,374 +17%
EFP
1693
Elser Financial Planning
Indiana
$1.13M +$1.13M +16,143 New
HBT
1694
Heartland Bank & Trust
Illinois
$1.13M -$8.09K -116 -0.7%
BIP
1695
Blueprint Investment Partners
North Carolina
$1.12M +$1.12M +16,057 New
BCM
1696
Blume Capital Management
California
$1.12M – – –
SLT
1697
St Louis Trust
Missouri
$1.12M – – –
LAM
1698
Lewis Asset Management
California
$1.12M +$6.9K +99 +0.6%
ALAM
1699
Asahi Life Asset Management
Japan
$1.11M -$413K -5,921 -27%
PAG
1700
Powers Advisory Group
Illinois
$1.11M +$29.1K +417 +3%
66 67
68
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