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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2726
Fountainhead AM
New Jersey
$237K +$1.21K +3 +0.5%
MWA
2727
Monograph Wealth Advisors
California
$237K +$223K +555 New
MIM
2728
Marco Investment Management
Georgia
$235K – – –
FAP
2729
Financial Advisory Partners
Florida
$235K – – –
GMA
2730
Glassy Mountain Advisors
Maryland
$235K – – –
SMFG
2731
Sumitomo Mitsui Financial Group
Japan
$234K -$20.1K -50 -8%
VCM
2732
Versant Capital Management
Arizona
$234K -$7.63K -19 -3%
NEWAS
2733
N.E.W. Advisory Services
Wisconsin
$233K -$21.3K -53 -9%
GHA
2734
GW Henssler & Associates
Georgia
$233K – – –
JTWM
2735
Jackson Thornton Wealth Management
Alabama
$233K -$4.82K -12 -2%
ODG
2736
O'Dell Group
Ohio
$233K – – –
IIA
2737
Integral Investment Advisors
California
$232K +$7.63K +19 +4%
FAT
2738
First American Trust
California
$232K +$218K +543 New
AWC
2739
Abundance Wealth Counselors
Pennsylvania
$231K -$40.2K -100 -16%
WBG
2740
Wharton Business Group
Pennsylvania
$231K – – –
KIG
2741
Kowal Investment Group
Wisconsin
$230K +$216K +538 New
HFP
2742
Holistic Financial Partners
Indiana
$229K -$9.24K -23 -4%
WB
2743
West Bancorporation
Iowa
$229K -$2.81K -7 -1%
AWM
2744
Activest Wealth Management
Florida
$229K +$100K +250 +87%
EGM
2745
Engineers Gate Manager
New York
$228K -$439K -1,094 -67%
CWG
2746
Crown Wealth Group
North Carolina
$228K +$215K +535 New
AWA
2747
Aletheian Wealth Advisors
Washington
$228K -$20.9K -52 -9%
IAG
2748
Investment Advisory Group
Massachusetts
$227K – – –
AWE
2749
Avidian Wealth Enterprises
Texas
$227K -$214K -532 -50%
MAP
2750
Moody Aldrich Partners
Massachusetts
$226K – – –
108 109
110
111 112