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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2351
Selective Wealth Management
Virginia
$334K +$351K +5,637 New
PFA
2352
Pure Financial Advisors
California
$334K +$25.2K +405 +8%
SAM
2353
Sawgrass Asset Management
Florida
$334K +$345K +5,540 New
SA
2354
SL Advisors
New Jersey
$333K – – –
HWA
2355
HHM Wealth Advisors
Tennessee
$332K -$2.49K -40 -0.7%
HFA
2356
High Falls Advisors
New York
$332K +$343K +5,509 New
AIA
2357
Arbor Investment Advisors
North Carolina
$331K -$444K -7,132 -56%
BB
2358
Berkshire Bank
Massachusetts
$331K +$1.43K +23 +0.4%
SA
2359
SAM Advisors
California
$330K – – –
FIB
2360
First Interstate Bank
Montana
$330K -$18.7K -300 -5%
FIBT
2361
First International Bank & Trust
North Dakota
$329K – – –
RWI
2362
Red Wave Investments
Pennsylvania
$329K +$3.48K +56 +1%
LC
2363
Lavaca Capital
Texas
$329K +$340K +5,461 New
FPCP
2364
Fort Point Capital Partners
California
$328K +$120K +1,927 +55%
AWM
2365
Ameliora Wealth Management
Switzerland
$328K -$73.4K -1,180 -18%
TWA
2366
TCI Wealth Advisors
Arizona
$328K -$311 -5 -0.1%
PWMA
2367
Pension & Wealth Management Advisors
Massachusetts
$327K -$292K -4,688 -87%
KOMWMG
2368
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$325K +$560 +9 +0.2%
CWM
2369
CarsonAllaria Wealth Management
Illinois
$325K +$60.4K +971 +22%
AL
2370
ADE LLC
Maryland
$324K – – –
TLP
2371
Trinity Legacy Partners
Texas
$324K +$76.9K +1,236 +30%
SSG
2372
Summit Securities Group
New York
$324K -$64.5K -1,037 -16%
AAM
2373
Augustine Asset Management
Florida
$324K +$10.6K +170 +3%
JWM
2374
Jessup Wealth Management
Ohio
$324K -$51.9K -834 -13%
AAM
2375
Alphadyne Asset Management
New York
$324K +$334K +5,374 New
93 94
95
96 97