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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1801
Sound View Wealth Advisors Group
Georgia
$939K +$9.98K +51 +0.9%
MFW
1802
Meristem Family Wealth
Minnesota
$939K +$346K +1,768 +46%
XM
1803
XTX Markets
New York
$938K +$807K +4,121 +274%
I
1804
INVST
Indiana
$928K +$55.6K +284 +5%
AIM
1805
Aspen Investment Management
Michigan
$925K -$143K -730 -12%
NFC
1806
Northeast Financial Consultants
Connecticut
$921K +$58.7K +300 +6%
CIS
1807
Connors Investor Services
Pennsylvania
$917K – – –
SWA
1808
Sutton Wealth Advisors
Florida
$913K +$28.2K +144 +3%
STA
1809
Summit Trail Advisors
New York
$908K +$197K +1,005 +23%
SMFS
1810
Squar Milner Financial Services
California
$907K +$444K +2,266 +71%
MCM
1811
Manchester Capital Management
Vermont
$906K +$153K +784 +17%
IA
1812
IFG Advisory
Georgia
$904K +$153K +784 +17%
ACS
1813
Archford Capital Strategies
Illinois
$902K +$181K +925 +21%
OIS
1814
Okabena Investment Services
Minnesota
$900K -$165K -844 -14%
PSF
1815
Pacific Sun Financial
California
$900K +$17.6K +90 +2%
GRP
1816
Global Retirement Partners
California
$899K -$275K -1,407 -21%
GLR
1817
Great Lakes Retirement
Ohio
$898K -$545K -2,782 -35%
ISWM
1818
Independent Solutions Wealth Management
New York
$895K +$61.5K +314 +6%
MS
1819
Mizuho Securities
Japan
$891K -$2.76M -14,110 -73%
PCP
1820
Proficio Capital Partners
Massachusetts
$891K +$207K +1,055 +22%
AP
1821
Adero Partners
California
$890K +$79.7K +407 +8%
BIM
1822
Beach Investment Management
Pennsylvania
$887K -$973K -4,971 -48%
BOS
1823
Bank of Stockton
California
$886K +$12.3K +63 +1%
BWAM
1824
Boyd Watterson Asset Management
Ohio
$885K +$95.5K +488 +10%
GU
1825
Georgetown University
District of Columbia
$883K – – –
71 72
73
74 75