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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2326
Alera Investment Advisors
Illinois
$261K +$262K +730 New
OWA
2327
Outlook Wealth Advisors
Texas
$260K +$13.3K +37 +5%
TA
2328
Trellis Advisors
Washington
$259K +$2.16K +6 +0.8%
FWM
2329
FFT Wealth Management
Pennsylvania
$258K – – –
DA
2330
DCM Advisors
New York
$257K -$89.2K -248 -26%
CFG
2331
Cooper Financial Group
California
$257K -$1.08K -3 -0.4%
KA
2332
KLCM Advisors
Wisconsin
$256K – – –
PCM
2333
Prelude Capital Management
New York
$256K +$258K +717 New
SWP
2334
Strategic Wealth Partners
Ohio
$255K -$53.6K -149 -17%
WFA
2335
Wellspring Financial Advisors
Ohio
$255K +$359 +1 +0.1%
CCP
2336
Cassia Capital Partners
North Carolina
$255K +$6.11K +17 +2%
CYG
2337
Clean Yield Group
Vermont
$255K +$21.9K +61 +9%
JFA
2338
JNBA Financial Advisors
Minnesota
$254K – – –
AUB
2339
Atlantic Union Bankshares
Virginia
$253K +$10.8K +30 +4%
FFG
2340
Frisch Financial Group
New York
$252K +$359 +1 +0.1%
HG
2341
Harbor Group
New Hampshire
$251K -$4.67K -13 -2%
1WM
2342
1900 Wealth Management
Texas
$251K – – –
WIC
2343
WealthBridge Investment Counsel
Alberta, Canada
$251K – – –
TIA
2344
Tiemann Investment Advisors
California
$251K +$21.6K +60 +9%
GKWIM
2345
Gerber Kawasaki Wealth & Investment Management
California
$250K -$71.5K -199 -22%
MWA
2346
Monograph Wealth Advisors
California
$250K +$29.1K +81 +13%
MA
2347
MCF Advisors
Kentucky
$249K +$251K +697 New
BG
2348
Benedetti & Gucer
Georgia
$248K – – –
BCP
2349
Berkeley Capital Partners
Georgia
$248K +$6.83K +19 +3%
CAI
2350
Capital Advisors Inc
Oklahoma
$248K +$7.91K +22 +3%
92 93
94
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