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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1051
FormulaFolio Investments
Michigan
$400K -$44.9K -1,270 -11%
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$399K +$77.8K +2,200 +26%
PA
1053
Parkside Advisors
California
$396K – – –
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$396K +$8.49K +240 +2%
CRC
1055
Curi RMB Capital
Illinois
$395K -$4.6K -130 -1%
CIA
1056
Capital Investment Advisors
Georgia
$394K -$15.2K -430 -4%
PWP
1057
Private Wealth Partners
California
$394K – – –
GWMIA
1058
Global Wealth Management Investment Advisory
Florida
$394K +$7.08K +200 +2%
IHL
1059
Investment House LLC
California
$394K +$7.08K +200 +2%
YWP
1060
YorkBridge Wealth Partners
New York
$392K -$563K -15,900 -60%
HC
1061
Henshaw Capital
Massachusetts
$388K +$121K +3,410 +49%
TP
1062
Tranquility Partners
Tennessee
$386K +$364K +10,290 New
FDCC
1063
Foster Dykema Cabot & Co
Massachusetts
$385K +$5.31K +150 +1%
AFA
1064
Atlanta Financial Associates
Georgia
$385K +$363K +10,250 New
HFM
1065
Hartford Financial Management
Connecticut
$383K +$125K +3,540 +53%
FWP
1066
FAS Wealth Partners
Kansas
$382K +$7.78K +220 +2%
BAM
1067
Blueshift Asset Management
New Jersey
$382K +$360K +10,170 New
FCA
1068
FLC Capital Advisors
California
$380K -$41.4K -1,170 -10%
MWM
1069
Minot Wealth Management
Massachusetts
$380K +$31.5K +890 +10%
EA
1070
Emerald Advisors
Washington
$377K -$2.83K -80 -0.9%
IAMOG
1071
Investors Asset Management of Georgia
Georgia
$376K – – –
WBG
1072
Wharton Business Group
Pennsylvania
$376K – – –
TCOV
1073
Trust Company of Vermont
Vermont
$375K – – –
BC
1074
Burney Company
Virginia
$373K -$32.9K -930 -9%
VCA
1075
Verdence Capital Advisors
Maryland
$373K +$97.3K +2,750 +38%
41 42
43
44 45