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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2151
Catalyst Capital Advisors
New York
$279K -$3.75K -60 -1%
AWM
2152
Alterna Wealth Management
Texas
$279K +$8.74K +140 +4%
BWA
2153
BlueChip Wealth Advisors
Georgia
$279K +$259K +4,140 New
RMCM
2154
Reynders McVeigh Capital Management
Massachusetts
$279K +$5.62K +90 +2%
NAMP
2155
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$277K -$46.8K -750 -15%
AFP
2156
Alpha Financial Partners
Kentucky
$277K +$5K +80 +2%
CPA
2157
Capital Performance Advisors
California
$276K -$18.1K -290 -7%
FC
2158
Financial Council
Maryland
$276K +$11.2K +180 +5%
AA
2159
Axiom Advisory
California
$275K +$275K +4,410 New
NF
2160
Nikulski Financial
Iowa
$275K – – –
JAM
2161
JCIC Asset Management
Ontario, Canada
$275K +$21.9K +350 +9%
SPC
2162
Spirepoint Private Client
Florida
$275K +$9.99K +160 +4%
CWA
2163
Canvas Wealth Advisors
Kansas
$275K -$11.2K -180 -4%
GSIS
2164
Global Strategic Investment Solutions
Arizona
$274K +$254K +4,060 New
ANBT
2165
American National Bank & Trust
Texas
$274K +$17.5K +280 +7%
VCM
2166
Versant Capital Management
Arizona
$274K +$99.3K +1,590 +64%
C
2167
Covestor
United Kingdom
$274K – – –
TA
2168
TrueWealth Advisors
Alabama
$273K +$253K +4,050 New
AC
2169
AlphaCore Capital
California
$273K +$41.2K +660 +20%
A
2170
AJOVista
Massachusetts
$272K – – –
OFW
2171
Omnia Family Wealth
Florida
$272K +$252K +4,030 New
CFD
2172
Creative Financial Designs
Indiana
$271K -$10.6K -170 -4%
BAWC
2173
Boyce & Associates Wealth Consulting
Texas
$271K +$251K +4,020 New
MAM
2174
McLean Asset Management
Virginia
$270K +$18.7K +300 +8%
AWM
2175
Activest Wealth Management
Florida
$270K +$147K +2,360 +144%
85 86
87
88 89