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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1001
Dana Investment Advisors
Wisconsin
$345K +$59.3K +2,000 +23%
CRC
1002
Curi RMB Capital
Illinois
$344K -$78.9K -2,660 -20%
HPWM
1003
Highland Private Wealth Management
Washington
$344K -$35K -1,180 -10%
AIP
1004
Almanack Investment Partners
Pennsylvania
$342K -$101K -3,420 -24%
PA
1005
Parkside Advisors
California
$341K – – –
GFS
1006
GYL Financial Synergies
Connecticut
$340K – – –
PWP
1007
Private Wealth Partners
California
$340K – – –
OIA
1008
Optimum Investment Advisors
Illinois
$339K -$120K -4,050 -28%
TCA
1009
Transcend Capital Advisors
New Jersey
$339K +$310K +10,470 New
EH
1010
Equitable Holdings
New York
$339K +$311K +10,490 New
GBT
1011
Grove Bank & Trust
Florida
$338K -$77.4K -2,610 -20%
AB
1012
Atlas Brown
Kentucky
$338K +$56.6K +1,910 +22%
JFA
1013
Johanson Financial Advisors
California
$338K -$37.7K -1,270 -11%
NFG
1014
Nations Financial Group
Iowa
$337K – – –
DWT
1015
Dorsey & Whitney Trust
South Dakota
$336K -$35K -1,180 -10%
MGIA
1016
Moneta Group Investment Advisors
Missouri
$336K -$25.8K -870 -8%
GA
1017
Geller Advisors
New York
$336K -$17.8K -600 -5%
SIS
1018
Sound Income Strategies
Florida
$336K +$18.7K +630 +6%
ESB
1019
Essex Savings Bank
Connecticut
$335K -$16K -540 -5%
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$334K +$2.67K +90 +0.9%
GWMIA
1021
Global Wealth Management Investment Advisory
Florida
$333K +$9.19K +310 +3%
IHL
1022
Investment House LLC
California
$333K +$14.8K +500 +5%
BWCS
1023
Beirne Wealth Consulting Services
Connecticut
$333K +$305K +10,300 New
WWM
1024
WT Wealth Management
Arizona
$331K +$4.15K +140 +1%
ACM
1025
AlphaStar Capital Management
North Carolina
$328K +$11.6K +390 +4%
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