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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Choate Investment Advisors
Massachusetts
$302K +$309K +2,705 New
MWA
1227
Meridian Wealth Advisors
Texas
$302K – – –
WAG
1228
Winthrop Advisory Group
Massachusetts
$301K -$11.4K -100 -4%
HH
1229
Hilltop Holdings
Texas
$300K +$26.2K +230 +9%
SC
1230
Syon Capital
California
$298K +$305K +2,670 New
BIP
1231
Blueprint Investment Partners
North Carolina
$297K -$23.4K -205 -7%
BTW
1232
Boston Trust Walden
Massachusetts
$297K – – –
WAM
1233
Weiss Asset Management
Massachusetts
$296K -$194K -1,700 -39%
FHA
1234
First Horizon Advisors
Tennessee
$296K -$4.56K -40 -1%
KC
1235
Kingfisher Capital
North Carolina
$296K – – –
ATPW
1236
Ashton Thomas Private Wealth
Arizona
$296K -$4.56K -40 -1%
PFG
1237
Prosperity Financial Group
California
$295K +$14.3K +125 +5%
HDIM
1238
Hanson & Doremus Investment Management
Vermont
$293K -$90.7K -795 -23%
NHC
1239
Nicholas Hoffman & Company
Georgia
$293K – – –
MW
1240
Marcum Wealth
Ohio
$290K +$48.5K +425 +20%
WMP
1241
Wealth Management Partners
Arizona
$289K -$6.84K -60 -2%
DWM
1242
Darwin Wealth Management
Florida
$288K +$12K +105 +4%
CAAS
1243
Capital Asset Advisory Services
Michigan
$288K -$5.13K -45 -2%
USCWA
1244
U.S. Capital Wealth Advisors
Texas
$287K +$21.1K +185 +8%
EWA
1245
EverSource Wealth Advisors
Alabama
$285K -$9.13K -80 -3%
RB
1246
Renasant Bank
Mississippi
$285K -$4.56K -40 -2%
PPP
1247
Private Portfolio Partners
New Jersey
$284K – – –
GAA
1248
Global Assets Advisory
Florida
$284K +$38.2K +335 +15%
FFM
1249
Forum Financial Management
Illinois
$284K +$15.4K +135 +6%
PFA
1250
Pure Financial Advisors
California
$283K -$7.42K -65 -3%
48 49
50
51 52