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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3026
Consilium Wealth Advisory
Texas
$6.56M +$180K +422 +3%
GTAM
3027
Global Trust Asset Management
Florida
$6.56M +$506K +1,183 +8%
DWM
3028
Dorchester Wealth Management
Quebec, Canada
$6.56M -$2.64M -6,185 -29%
WFAG
3029
Worth Financial Advisory Group
North Carolina
$6.54M +$451K +1,056 +7%
RLIM
3030
Red Lighthouse Investment Management
New York
$6.54M -$2.99K -7 -0%
RWA
3031
Redhawk Wealth Advisors
Minnesota
$6.54M -$395K -923 -6%
PA
3032
Pineridge Advisors
Missouri
$6.54M -$153K -357 -2%
HFBOT
3033
Home Federal Bank of Tennessee
Tennessee
$6.54M +$32.5K +76 +0.5%
DL
3034
DOHJ LLC
Washington
$6.54M -$445K -1,041 -6%
HZ
3035
Hixon Zuercher
Ohio
$6.54M -$757K -1,770 -10%
TA
3036
TFB Advisors
Kansas
$6.53M +$34.6K +81 +0.5%
SHFA
3037
SC&H Financial Advisors
Maryland
$6.53M +$170K +398 +3%
AA
3038
Altman Advisors
Illinois
$6.52M +$21.8K +51 +0.3%
AHIA
3039
Andrew Hill Investment Advisors
Florida
$6.52M -$1.22M -2,845 -16%
GEM
3040
Global Endowment Management
North Carolina
$6.51M +$396K +927 +7%
GPFA
3041
Game Plan Financial Advisors
Ohio
$6.51M +$420K +982 +7%
LIA
3042
LBMC Investment Advisors
Tennessee
$6.51M +$8.55K +20 +0.1%
FG
3043
Foster Group
Iowa
$6.51M -$3.2M -7,491 -33%
IAMOG
3044
Investors Asset Management of Georgia
Georgia
$6.51M -$10.7K -25 -0.2%
WHCI
3045
W.H. Cornerstone Investments
Massachusetts
$6.5M -$76.9K -180 -1%
DWA
3046
Delap Wealth Advisory
Oregon
$6.5M -$530K -1,239 -8%
CF
3047
Concorde Financial
Texas
$6.5M -$51.3K -120 -0.8%
HIM
3048
Hillsdale Investment Management
Ontario, Canada
$6.5M +$1.73M +4,053 +37%
EPW
3049
Evergreen Private Wealth
Colorado
$6.5M +$92.8K +217 +1%
AIMA
3050
Ables Iannone Moore & Associates
Georgia
$6.49M +$261K +610 +4%
120 121
122
123 124