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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2101
Duality Advisers
Florida
$352K -$4.55M -12,227 -93%
TP
2102
Truvvo Partners
New York
$349K -$147K -395 -29%
CFD
2103
Creative Financial Designs
Indiana
$349K +$8.92K +24 +3%
FM
2104
Foster & Motley
Ohio
$347K -$26K -70 -7%
CWM
2105
Campbell Wealth Management
Virginia
$346K +$27.9K +75 +9%
SPWG
2106
Sage Private Wealth Group
Illinois
$345K – – –
SAM
2107
Strategy Asset Managers
California
$345K +$38.3K +103 +12%
SSWG
2108
Seven Springs Wealth Group
Tennessee
$345K +$351K +944 New
RCM
2109
Requisite Capital Management
Texas
$339K +$93K +250 +37%
AFAS
2110
Acorn Financial Advisory Services
Virginia
$338K +$8.55K +23 +3%
GWM
2111
GSB Wealth Management
Connecticut
$337K +$83.7K +225 +32%
CFA
2112
Capstone Financial Advisors
Illinois
$337K +$343K +923 New
EHWM
2113
Eads & Heald Wealth Management
Georgia
$335K -$7.06K -19 -2%
KOC
2114
Koss-Olinger Consulting
Florida
$335K +$48.3K +130 +16%
ACWM
2115
Adams Chetwood Wealth Management
North Carolina
$334K +$29.7K +80 +10%
WDG
2116
Wealth Dimensions Group
Ohio
$332K +$69.5K +187 +26%
WDC
2117
Woodward Diversified Capital
California
$331K +$1.11K +3 +0.3%
BL
2118
Balentine LLC
Georgia
$330K -$105K -283 -24%
CC
2119
Constitution Capital
Connecticut
$329K – – –
CIM
2120
Contravisory Investment Management
Massachusetts
$329K – – –
CFG
2121
Cooper Financial Group
California
$329K – – –
LD
2122
Lipe & Dalton
New York
$329K – – –
SBWIC
2123
Schaper Benz & Wise Investment Counsel
Wisconsin
$329K – – –
NIM
2124
NuWave Investment Management
New Jersey
$329K +$39.4K +106 +13%
BIP
2125
Blueprint Investment Partners
North Carolina
$328K -$29K -78 -8%
83 84
85
86 87