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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
4051
Green Alpha Advisors
Colorado
$1.33M – – –
PWC
4052
PYA Waltman Capital
Tennessee
$1.33M +$101K +321 +8%
PCA
4053
Private Capital Advisors
Connecticut
$1.32M +$4.7K +15 +0.4%
FPWM
4054
FSB Premier Wealth Management
Iowa
$1.32M -$7.83K -25 -0.6%
WOSD
4055
WFA of San Diego
California
$1.32M -$530K -1,692 -30%
MPCG
4056
Matrix Private Capital Group
New York
$1.32M +$31.7K +101 +3%
SGA
4057
Seaport Global Advisors
Massachusetts
$1.32M -$141K -450 -10%
CCP
4058
Cassia Capital Partners
North Carolina
$1.31M +$40.7K +130 +3%
WIA
4059
World Investment Advisors
California
$1.31M +$181K +579 +18%
RWRC
4060
R.W. Roge & Company
New York
$1.31M – – –
KIG
4061
Kennedy Investment Group
New Jersey
$1.31M -$23.2K -74 -2%
SIA
4062
Sage Investment Advisers
New York
$1.31M +$940 +3 +0.1%
CM
4063
Columbus Macro
Pennsylvania
$1.3M +$238K +759 +25%
RCI
4064
RS Crum Inc
California
$1.3M – – –
GWM
4065
Greenhouse Wealth Management
Connecticut
$1.3M +$21K +67 +2%
SFG
4066
Steward Financial Group
Texas
$1.29M +$1.19M +3,802 New
JSAM
4067
J. Safra Asset Management
New York
$1.29M -$982K -3,134 -45%
SFA
4068
Seneca Financial Advisors
New York
$1.29M -$55.8K -178 -4%
APW
4069
Aurora Private Wealth
New Jersey
$1.29M -$352K -1,123 -23%
SHWM
4070
Smith & Howard Wealth Management
Georgia
$1.29M -$27.9K -89 -2%
KFG
4071
Kingdom Financial Group
Arizona
$1.28M +$1.18M +3,771 New
DIA
4072
Dean Investment Associates
Ohio
$1.28M -$535K -1,707 -31%
DC
4073
Dantai Capital
Hong Kong
$1.28M +$1.18M +3,750 New
SPA
4074
Sentinel Pension Advisors
Massachusetts
$1.28M +$627 +2 +0.1%
WCM
4075
Windsor Capital Management
Arizona
$1.28M -$12.5K -40 -1%
161 162
163
164 165